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ID: 6995
Updated 8/16/2017 11:08:48 PM

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Adding a Customer to a Sale

Customers can be stored against each sale.

Adding a new Customer


Add a customer to a transaction to track the customer's buying history, record credit notes or gift vouchers, and add them to mailing lists. Customers created from the POS are synced with Cin7's backend.

To add a new customer to a sale:

  1. Make a transaction as usual.
  2. In the 'customers' section below the product grid, click New.
  3. Enter contact details into the form that opens.
    First Name or Company are the only required fields.
  4. Click Save and Enter to POS.
    The customer will be added to the transaction.

Adding an existing customer


There are two ways to add an existing customer into a sale. To quickly search for the customer:

  1. Add products to the sale as usual.
  2. Begin typing the customer's name in the Customers box.
  3. Click on the Customer when they appear.
    The customer will be added to the transaction, and details of gift vouchers, credit notes and transaction history will appear below.

You can also find the customer in the customer list:

  1. Click the Customers button.
  2. In the new tab that opens, search for the customer from the Keyword box.
  3. Click on the customer to view their details.
  4. Click Save and Enter to POS.
    The customer will be added to the transaction.

Editing a Customer


You can edit customer's details at any time:

  1. Click the Customers button.
  2. In the new tab that opens, search for the customer from the Keyword box.
  3. Click on the customer to view their details.
  4. Make any changes necessary.
  5. Clicking Back to save the changes and go back to the POS
    - or -
    Click Save to save the changes but remain on the same screen.