Add a customer to a POS sale

Add a customer to a POS sale

Sales can be associated to a new or existing customer, or alternatively a default customer POS Walk-In can be used for sales without entering customer information. Some sale features such as layby sales, on account sales, and sales quotes are only available when a sale has an associated customer.

  1. When making a sale, click Add → Customer.
         

  2. This will open a new window. Search your existing customers or Add a new customer to add the customer to the sale. If no customer is added, the customer will automatically be set to POS Walk-In.

Note: When a customer is added to a sale, 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.

Was this article helpful?

Have more questions? Submit a request