During a Sale

How to Add a Customer to the Current Sale

In order to apply loyalty to customers, put sales on account, send email receipts and more, please add a customer to the current sale. You can either search for the customer using the standard search box or click the designated + add customer key. 

 

Add a Customer

With the Search Bar

You can add a customer the same way you would add products by description. Type the name of the customer and select the correct account from the limited search results.

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With the +Add Customer key

Click the designated key and search for the customer in the following text box. Click on the customer you wish to apply to the sale.

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From here you will also be presented with the option to create a new customer by clicking the + Create New button. This opens a pop-up with the customer creation wizard, which will take you through the process step by step. When finalised / cancelled you will be taken back to the sell screen with the newly created customer applied to the sale. 

Remove a Customer from the Current Sale

You can remove the added customer account from a sale by clicking on the x to the right of the customer's name.

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