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
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
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.
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.