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Sell screen customer search
Customers screen search
Search for a customer by name, email address or phone number. Results are grouped by the first character of the customer surname.
Searching for a customer will search the back office database, which stores customer details from all stores plus any customers created from your eCommerce site and the back office.
View a customer
Tap a customer from the Customer screen list to view the customer information and their full sales history.
Deleting a customer will remove them from your device and the back office, and they will no longer be available. Only users with the appropriate role permissions can delete a customer.
Add a customer
Tap the 
icon in the top right of the Sell or Customer view to add a new customer.
Fill in the customer details then tap the 
icon to save the customer.
The first name and surname are mandatory, the email address is also mandatory, if set in the customisations section of the setting page. Opt the customer into receiving marketing communications and loyalty programme as required.
Once the customer is saved, you will return to the list view. To view the new customer in the list swipe down to refresh the view.