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Adding a customer to a sale ​

For
Cashier
Where
Web register
Permission
Sell at the register, Manage customers
Checked on

A customer on the sale lets you use their loyalty points, their store credit or their customer account, and create a record for them if they have none. You add them before paying, when the customer comes to the register.

Before you start ​

  • Your role must allow selling (permission Sell at the register) and managing customers (permission Manage customers). Without the second permission, the customer field does not appear.

Adding a customer who already has a record ​

To attach an existing customer to the sale:

  1. At the top of the cart, click in the Add a customer field.

    The top of the cart, the Add a customer field outlined, above the items

  2. Type the customer's name, phone, email or customer code, at least two characters. The Customers found list opens under the field.

  3. Click the customer's record.

    The name Marie Lemieux typed, the record found with its customer code outlined in the list

The customer is on the sale: their name shows at the top of the cart, with their number of loyalty points.

The sale's customer: Marie Lemieux, 0 pts, and the ⋯ button outlined

Changing or removing the customer ​

The ⋯ button (Customer actions) opens a menu:

  1. Click the ⋯ button, to the right of the customer's name.

  2. Click Edit customer to correct their details, Use points for a discount in points (offered only if points remain to be used), or Remove customer.

    The customer menu: Edit customer and Remove customer outlined

To take another customer, remove the first one first.

Creating a new customer's record ​

When no record matches what you typed, the list offers to create one.

  1. Type the customer's name in Add a customer.

  2. Click Add “…” as a new customer.

    The name Jeanne Tessier typed, the Add “Jeanne Tessier” as a new customer suggestion outlined

  3. In the New customer window, check the first and last name, then add the customer's phone and email. The Addresses and Additional information tabs complete the record.

  4. Click Create and add.

    The New customer window: first and last name filled in, the Create and add button outlined

The record is created and the customer is on the sale right away.

When the customer was not added ​

If the cart has no customer when you pay, the Warning: no customer on the sale window opens. Click Add a customer to go back to the field, or Continue without a customer to pay without an account.

The Warning: no customer on the sale window, the Add a customer button outlined

Loyalty, layaway, store credit and the customer account need a customer on the sale. Without a customer, only Cash, Gift card and the store's other payment methods are offered.

See also ​