The POS system has functions to manage customers and link them to purchases. Follow the steps below to add a customer or retrieve an existing customer.
Add Customer to the Customer Register
- Open Customer details:
- On the right side of the checkout, find the Customer Details section. Click on the magnifying glass located just above the social security number field.
- Create New Customer:
- A dialog box opens where you can enter information for the new customer. Fill in the necessary details.
- Carry out the purchase:
- Complete the purchase as usual. The purchase will now be registered to the new customer for later use.
Search for Existing Customer
- Use the search bar:
- To retrieve an existing customer from the customer register, place the cursor in the search field (marked with a blue frame).
- Search with Scanner or Manual Input:
- You can either:
- Scan your license with a scanner.
- Search for the customer by mobile number, social security number, name or address.
- You can either:
- Select the customer:
- The search results are displayed below the search bar. Click on the name of the customer you want to link to the purchase.
- Carry out the purchase:
- The customer will now be visible in the checkout. Complete the purchase as usual, and it will be registered to the selected customer.