Setting up a customer database is an important step in getting started with Retail POS. Adding customers allows you to offer credit accounts, layaways, special orders, work orders, provide quotes, curate special pricing for different customer types, and generate detailed sales records per customer.

Creating customer profiles

You can create an individual customer profile before starting a transaction, or during a sale. Customer profiles will also be generated during an eCom order.

Creating a customer

1. On desktop: Navigate to Customers > Customers.

   

   On iPad: Navigate to the Manager tab > Customers.

   

2. Select + New Customer.

   

3. Enter your customer's information.

   

4. Optionally, select customer Type, specific Discount, and/or specific Sales Tax.
5. Select Save Changes to finish creating your customer.

You will be taken to the customer's page, where you can track sales and account information linked to this customer.

Creating a customer during a sale

1. Start a sale as usual.
2. Select + New.

   

3. Enter the customer's information.

   

4. Select Attach to sale.
5. Optional: To add a Note to a customer's profile, select Note.

   

• Enter your information and select Save.

  

6. Finish out the sale.

Adding a customer from an eCom (C-Series) order

For Omni merchants only.

If a sale is created due to an order in your eCom store, a new customer account is created automatically when the order in eCom is marked as Paid. You can further manage your customer accounts in eCom.

To view and edit other customer account details, you must do so from a customer account search.

Understanding customer details

To view and edit customer account details, you can search for a customer or select a customer by navigating to Customers > Customers > Customer Name.

Some of the more nuanced fields on the customer's page are explained below.

• Type: Specifies the customer type for special discounts and sales tax rate.
• Discount: Specifies a discount rate for the customer.
• Sales Tax: Specifies a sales tax rate for the customer.

• Custom: A custom detail, such as a membership number.
• Tags: Keywords or terms used in customer searches. You can add multiple tags by separating them with a comma.

In the Contact section, you can select your customer's preferred contact method if you have their explicit consent. If you're an Omnichannel merchant, customers who subscribed to your newsletter in your eCom store will have the Email checkbox automatically selected.

You can create custom fields to record useful customer information.

Creating customer types

Customer types automatically apply percentage discounts and sales tax information when a customer with that type is attached to a sale. You can override the discount and sales tax during a sale.

Customer-type discounts do not apply to items or labor that are non-discountable.

1. Navigate to Customers > Customer Types.

   

2. Select + New Customer Type.

   

3. Enter the name of the customer type.

   

4. If applicable, select a predefined Discount.
5. If applicable, select the Tax Category.
6. Select Save Changes.

You can use a similar method to add employee discounts.

What's next?