POS sell screen
Please refer adding a customer to an order on the POS.
Customer list search
Customers will only be displayed once a search has been initiated due to data security purposes. Search for a customer by name, company name, account number, postcode, email address or phone number. Tap a customer name to view the customer profile.
Add a customer
To add a new customer, tap + Customer in the top right of the customer list view. Enter the customer’s details, including any optional notes, and choose whether to opt them into marketing communications and the loyalty program. You can also specify if the customer is international, assigned to a customer group and/or assigned to a price list.
If you're adding a B2B customer, you have the option to include company information, such as:
Company
Website
VAT Number
Company Registration Number
EORI Number (for international customers)
Country Code
Account Number
The first name and surname are mandatory, the email address can also be mandatory if enabled from POS app Settings. Opt the customer into receiving marketing communications and loyalty programme as required. Tap Save to create the customer.
View a customer
Once a customer has been saved, the same fields when creating a customer are displayed. You can now add addresses, exemptions and view:
Full sales history
Total sales value
Store credit balance
Loyalty points
Account balance
To manually amend store credit, loyalty points and account balance, please amend this from the back office customer profile.
If you wish to disable the option to delete a customer profile once a sale is associated with the customer, enable the Disable customer deletion if a sale is associated option from back office Settings > Configuration.
Add addresses to an existing customer
To add an address or additional address, tap the 3 dots then Add address then input the address along with additional contact details if necessary. You may wish to use this for B2B contacts if you have 1 main customer profile containing business details then additional contacts. Click Save to create the address then Close to return to the customer profile where the address will be displayed beneath the main contact details.
Add exemptions to an existing customer
To add an exemption, tap the 3 dots then Add exemption. Select a tax exemption profile from a predefined list, then specify the exemption number (if you have one) and exemption expiry. If the exemption does not have an expiration, set the date far into the future. To create tax exemption profile go to back office Settings > Tax rates then Tax exemption profiles.