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.
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.
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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