Attaching a Customer to a Sale

You can associate a customer with a sale to print their details on the receipt, track purchase history, and meet invoicing requirements. Attaching a customer is optional -- if no customer is selected, the sale is recorded as an anonymous transaction.

Selecting a Customer

Before or during the sale (but before completing payment), tap the "Customer" button on the POS screen. A search dialog appears where you can look up customers by:

• Name: Type part of the customer's first or last name.
• Code: Enter the customer code (e.g., CUST-00042) for an exact match.
• Phone: Search by phone number.

Select the customer from the results. Their name appears on the POS screen, confirming the association. The customer remains attached to the sale until you remove them or complete the transaction.

Removing a Customer

If a customer was selected by mistake, tap the customer name on the POS screen and select "Remove Customer". The sale reverts to an anonymous transaction.

Creating a New Customer at the POS

If the customer is not in the system, you can create a new record directly from the POS Terminal without leaving the sale screen. Tap "Customer" and then "New Customer". Enter at least the first and last name, then save. The new customer is automatically attached to the current sale and becomes available for future transactions.

Creating a customer at the POS requires the customers.create permission. The new customer record syncs to HQ and all other stores.

What Appears on the Receipt

When a customer is attached to a sale, the printed receipt includes:

• Customer name
• Customer code
• Tax ID (if recorded on the customer record)

This satisfies invoicing requirements in jurisdictions that need customer identification on receipts.

Permissions

Permission	Description
customers.view	Search and view customer records
customers.create	Create new customers from the POS Terminal