Customer to Order Association 

Merchants can associate customers to orders directly from the POS app by selecting the ‘Customer Info’ button. This includes collecting customer details, such as name and address. 

Creating a New Customer Record. 

1. While on the Current Orders screen, select the “Customer Info" button.

2. Enter the customer's phone number to see if they are an existing customer.
   If the search result is “Customer not found” select the “New Customer” button.
   
   

3. Here you will be able to collect the following list of information:

• Name

• Address

• Business ID / Business Tax ID 

• Phone Number

• Email

• Address

 

4. Review the customer summary and select “Done”.
   
   

5. Once a Customer Record is created, you will be able to search the customer info via phone number. 

6. Receipts will be updated to include customer information, when applicable. 

Returning Customer Record. 

1. While on the Current Orders screen, select the “Customer Info" button.

2. Enter the customer's phone number, and tap Continue to see if they are an existing customer.
    

3. If the customer already exists, the Customer Summary Screen will appear. You will have the option to make any edits or select “Done” to continue.
   
   

4. On the Current Orders screen, the Customer Info button will display ‘Checked In’ status.

5. Continue adding items to cart or tap Check Out.

6. Receipts will include customer information, when applicable. 

 

Step by Step Summary - Creating a New Customer Record. 

1. From the Current Orders screen, select the “Customer Info" button.

2. Enter the customer's phone number to see if they are an existing customer.

3. If the search result is “Customer not found” select the “New Customer” button.

4. Collect the customers : Name, Business / Tax ID, Phone number, Email, and Address. 

5. Review the customer summary and select “Done”.

6. Continue by adding items to the cart or select Checkout.

 

Step by Step - Returning Customer Record. 

1. From the Current Orders screen, select the “Customer Info" button.

2. Enter the customer's phone number to see if they are an existing customer.

3. If the customer already exists, the Customer Summary Screen will appear. Edit the information or select “Done” to continue.

4. From the Current Orders screen, the Customer Info button will display ‘Checked In’ status. 

5. Continue by adding items to the cart or select Checkout.