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Linking a Customer to a POS Transaction

You can link transactions in the Point-of-Sale to customer profiles to keep track of their shopping history by selecting the ... menu option on the top right-hand side of your screen.

From the actions menu, select Link Customer. If the customer already exists in your account, use the search bar to locate their profile. If you want to add a new customer to your account, select Create Customer. To create a new customer, simply enter their information into the text boxes. The only mandatory field is Name, however entering their email address makes it easy to email them a receipt once the transaction is complete.
Click on Save once you’re done entering their information. The customer’s name will be displayed at the top of the cart for easy reference while you complete the transaction.

Related Articles

Getting Started with the Helcim Point-of-Sale
Accepting a Payment from the Point-of-Sale
Adding Products to the Point-of-Sale
Creating New Products in the Point-of-Sale
Adding Products to the Favorites List in the Point-of-Sale
Adding a Quick Item in the Point-of-Sale
Using Discount Codes in the Point-of-Sale
Saving an Order for Later

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