Add a customer to a POS sale

Add a customer to a POS sale

Sales can be associated with 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 or 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.

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