Knowledge Base

Find/Add Customer in Sale

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You can find a customer at any time before tendering a sale, though it is probably best to find customers at the start of any sale.

If you want or need to find a customer:

  • Click on the Find Customer button at the right of the screen, in the POS Buttons bar.
  • After you select a customer, you will be brought back to the POS
  • The customer you selected (name and address) will be listed at the top of the screen.
  • Any special discounts, features, and/or restrictions in the customer's account will now automatically kick in during the sale.

Note: If the store administrator has set the Register parameter to call up the Find Customer screen automatically, then the Find Customer screen will appear at the start of each sale.

To exit out of the Find Customer screen press the Esc key.

 

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