Search for a customer by name, email address and phone number. Results are grouped by the first character of the customer surname. If there are no matching results, a clear search button will be shown. Tap this to clear the search.

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.

Tap the icon in the top right of the customer list view to add a new customer.

Fill in the customer details and optional notes, then click save 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 settings page. Opt the customer into receiving marketing communications and loyalty programme as required.

Once the customer is saved, you will return to the sale view and the customer will be added on to the order.

To view a customer, go to Customers on the navigation bar.

You can now view a list of customers, create a customer or filter by group. Click the to import, export or download the CSV template.

Click on a customer's name from the list to view the customer information and their full sales history.

Tap the Save icon to save any amendments or delete the customer by tapping the delete icon.

Deleting the customer will delete the customer from your devices and from the back office and they will no longer be available. Depending on the role assigned to the user, not all users will be able to delete a customer.

If a customer wants to use their loyalty points on an online order, or have the order linked to their customer account with you, they must be logged in to their account when completing the order.