Setting up a customer database is an important step in getting started with Retail POS. You can import existing customer profiles using a spreadsheet, manually create customer profiles on the Customers page, or capture customer information during a sale. You can also create customer types that allow you to offer automatic discounts.

Understanding customers in Retail POS

Adding customers to sales improves both your customers' experience and your selling power. You can:

• Offer credit accounts, layaways, special orders, work orders, and provide quotes.
• Curate special pricing for different customer groups.
• Keep track of custom fields for each customer.
• Generate detailed sales records for the customer (returns and refunds).

Creating customer profiles

You can create a customer profile from the Customers page or during a sale. If you are an Omni merchant with eCom set up, customers who complete a sale on your eCom page will be automatically added to your customer database.

Creating customer types

Customer types allow you to separate customers into specific groups, such as Students, VIPs, etc. This lets you optionally apply created discounts or tax rates for each customer type. You can use a similar process to add employee discounts.

Importing customers in bulk

You can use a spreadsheet to import customers' information and streamline your database-building process.

Managing customer information

Update or change a customer's information by editing their profile or deleting a customer.

Merge customer data from multiple customer accounts into one to streamline access in case of duplicate accounts.

You can export customer data into a .CSV file to make bulk updates, comply with customer privacy requests, and create an offline backup.