Hi. How can we help?

Adding customers

Adding customers and attaching them to sales is a powerful way to unlock your Retail account's ability to:

 

  • quote, layaway, service or special order items for them,
  • view all of their information and activity at a glance,
  • easily ship items and email sales receipts to them,
  • suggest items and services tailored to their needs and custom fields (e.g. shoe size 11),
  • automate special discounts based on their customer type (e.g. VIPstudents or veterans),
  • improve your ordering by reporting on their sales history and anticipating their future purchases, and
  • drive up their loyalty through marketing strategies and our integrated partners.

 

Note: If you're transitioning from another POS system or have a bulk update to make on your existing customer accounts, you can import your customer data via our Retail Imports team. For more information, please see our Importing customer data article.

 

  • Adding a customer

    In Lightspeed Retail, you can add a customer from:

    • The register
    • The Customers section
    • An eCom order (if you're an Omnichannel merchant)

     

    Adding a customer from the register

    1. From the main menu, click Sales New Sale.

    2. To the right of the Search Customers field, click + New.

    3. Enter your customer's details (see this article's Entering a customer's details section for more information).

    4. Click Save Changes.

      Note: To return to the current sale immediately, you can simply click Attach To Sale instead.

    5. To return to the current sale, click Checkout.

    customeraccounts_register.png

    Adding a customer from the Customers section

    1. From the main menu, click Customers Customers.

    2. From the top-right, click + New Customer.

    3. Enter your customer's details (see this article's Entering a customer's details section for more information).

    4. Click Save Changes. customeraccount_customerssection.png

    Adding a customer from an eCom order (if you're an Omni merchant)

    If a sale is created automatically in your Retail account due to an order in your eCom store, a new customer account is also created automatically when the order in eCom is marked as paid. For more information on how Lightspeed eCom handles the creation of customer accounts in Lightspeed Retail, please see our Managing customers accounts in eCom article.

     

  • Entering a customer's details

    To take full advantage of the above benefits of creating customer accounts, it's important to understand which customer details can be searched, filtered, viewed, edited and exported from the register and customer searches throughout your account. This way, you can know which customer details to enter when you create, import or edit your customer accounts.

     

    Below you'll see all the details you can view, enter or select in a customer account:

    customeraccount.pngFor details that involve more robust features or may need to be elaborated on, please consult this helpful table:

     

    Detail Description
    Type

    Specifies the group (customer type) you want to assign your customer to for special discounts and sales tax rate.

    E.g. Student or Employee.

    Created The date the customer account was created.
    Discount

    Specifies a discount rate for the customer. If left blank, no discount will be applied.

    E.g. 15% off.

    Sales Tax

    Specifies a sales tax rate for the customer. If left blank, the shop's default sales tax rate will be applied.

    E.g. Out-of-State.

    Address 2

    A secondary field for longer addresses.

    E.g. 3rd floor.

    2

    The customer's secondary email address.

    Custom

    A custom detail that can be searched to quickly find a customer or attach a customer to a sale.

    E.g. A customer membership number.

    Tags

    Keywords or terms used in customer searches. You can search for customers that either have or don't have a certain tag. You can also search multiple tags at once if you place a comma between each tag.

    E.g. 56cm, Female, Rider.

    Email (contact method)

    Specifies if the customer's preferred contact method for marketing communications from your shop(s) is via email. The customer's explicit consent is required to contact them through this method.

    Note: If you're an Omnichannel merchant, customers who have subscribed to your newsletter in your eCom store will have the Email checkbox selected in your Retail account.

    Mail (contact method)

    Specifies if the customer's preferred contact method for marketing communications from your shop(s) is via mail.

    Note: The customer's explicit consent is required to contact them through this method.

    Call (contact method)

    Specifies if the customer's preferred contact method for marketing communications from your shop(s) is via email.

    Note: The customer's explicit consent is required to contact them through this method.

    Custom Fields

    Customizable fields used to record useful information on the customer.

    E.g. A Shoe Size custom field.

    Notes

    Personalized notes about the customer used to record useful information on the customer.

    E.g. Due for tune-up in march 2019.

     

    Searchable details

    The details below can be searched in customer searches throughout your account (e.g. Customers Customers).

     

    • First name
    • Last name
    • Title
    • Company
    • Home
    • Work
    • Mobile
    • Pager
    • Fax
    • ZIP/Postal Code/Postcode
    • Email 1
    • 2
    • Customcustomeraccounts_searchable.png
    Note: You can search for customers by their postal codes if they're entered in the postal format of the following countries: Argentina, Australia, Austria, Barbados, Belgium, Canada, Colombia, Denmark, Finland, France, Germany, Hong Kong, Japan, Luxembourg, Mexico, the Netherlands, New Zealand, Norway, Panama, Saudi Arabia, Singapore, Spain, Thailand, Trinidad and Tobago, Ukraine and the United States.

    Filterable details

    The details below can be filtered in customer searches throughout your account (e.g. Customers Customers).

     

    • Type
    • Created (date the customer account was created)
    • Discount
    • Sales Tax
    • Tags

    customeraccounts_filterable.png

    Viewable and editable details from the register

    The details below can be viewed and edited from the register specifically. To reveal all the details listed below, click the Ship button.

      

    • Notes
    • First name
    • Last name
    • Company
    • Address
    • Address 2
    • City
    • State/Province
    • Zip/Postal Code
    • Country
    • Home

     

    Screen_Shot_2018-01-11_at_1.35.54_PM.png

     

    To view and edit other customer account details, you need to do so from a customer account search (e.g. Customers Customers) or the customer account itself (e.g. Customers Customers > Betty Smith).

     

    Exportable fields

    The fields below can be exported to a .csv file by navigating to Customers Customers. From there, simply use the search field and filters to refine your results and click Export at the top-right.

     

    • Type
    • Created
    • Discount
    • Sales Tax
    • First Name
    • Last Name
    • Title
    • Company
    • Company registration number
    • VAT Number
    • Birth Date
    • Home
    • Work
    • Mobile
    • Pager
    • Fax
    • Country
    • Address
    • Address 2
    • City
    • Province/State/Region
    • Postal Code/Zip code
    • Website
    • Email 1
    • 2
    • Custom
    • Email (contact method)
    • Mail (contact method)
    • Call (contact method)
    • Notes

    custsomeraccounts_export.png

Was this article helpful?

1 out of 2 found this helpful