Skip to content
Appearance
Visit website

POS / Customers

Select or create a POS customer

Find an existing customer or add a customer from the billing customer picker.

CustomersReviewed

Select an existing customer

Open the customer picker in POS Billing (F2). Search for the customer, check the displayed identity and select the correct record. The selected customer affects pricing and who owes any account balance.

Add a new customer

  1. Use the create-customer action in the picker when your account has customer-write access.
  2. Fill the displayed required fields. These are configured by the shop; do not assume every shop uses the same form.
  3. Enter names and contact details, and choose the available Customer category and Price tier. Route appears only when the corresponding module is enabled.
  4. Review phone numbers, including any additional numbers, then save. The new record can be selected for the bill.
Screenshot coming soon
Select or create a POS customer

Avoid duplicate records

Search by an existing name or phone first. If the system reports a duplicate phone, identify and use the matching customer instead of entering altered contact details. If creation is unavailable, ask a manager to check permissions and required customer settings.