This guide covers how you manage creating and updating customers on your POS device.
Step 1: Create a customer
Step 2: Searching and updating information on a customer
Troubleshooting/Common Issues
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Step-by-Step Instructions:
Step 1: Create a customer
1.1 You can create a new customer in the following ways:
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By pressing the black round button.
- When using this method, you must fill in the customer's name. The remaining info is optional. The customer will be added to the order but not stored.
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By pressing the "+ Add Customer" button when the search function is used.
- You'll need to fill in the customer name and a valid phone number. The rest is optional. In this case, you can save the customer info by selecting the "Permission to save customer info" option.
Step 2: Searching and updating information on a customer
2.1 A customer must be stored before it can be found via the customer search field on the top. You can search by name or phone number.
2.2 Once you have found the customer via the search function select the customer in the highlighted area. From here, you can edit all details or remove the customer from storage.
Troubleshooting/Common Issues
Possible Issue 1:
Invalid phone number.
Solution:
The POS uses country validation standards. When this is incorrect, the "Add customer" button will be blocked.
Possible Issue 2:
Customers cannot be found.
Solution:
The problem could be caused by several different cases.
- The specific customer was not stored previously.
- The server is not responding.
Try to find another customer, and see if they appear. If they do, then simply create a new customer and then store it to keep it for later.
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