View, add, or modify POS customers

View, add, or modify POS customers

Existing Cin7 Core customers can be viewed, added, and modified from the Cin7 Core POS application. Sales can be associated to a new or existing customer, or a default customer POS Walk-In can be used for sales without a specified customer.

The Customers page lets you view all customer entries in your Cin7 Core organization, add a new customer entry, and modify existing customers. This page also lets you view your customers balance, loyalty points and store credits.

  1. Go to Menu → Customers to view products. Customers can be searched by name, email and address.
         

  2. Click Add New Customer to open a pop-up window.

  3. Fill in the customer information fields, then Add the customer. If there are multiple billing and shipping addresses, you may select one of each to be the default address of that type.

  4. You will be able to capture whether the customer contact opts-in opts-out of marketing communications. This information is shared with Cin7 Core web portal and can be integrated with HubSpot or exported for use with other CRM systems. If a customer has more than one contact and the customer to the sale using the contact details (email, phone number) of a specific customer contact, marketing consent option will only apply to that contact, not the customer as a whole.

  5. Modify customers by clicking on a customer entry. This opens up the same popup window where customer information can be changed. Modify information and then Save changes to finish.

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