POS OperationsCustomersSearch

Search for Customer

Use customer search to find an existing customer record and attach it to the current sale.

Open customer search

  1. From the POS, press Customers in the dock.
  2. Use the search field to search by customer name, phone number, or email address.
Customer search screen with name phone or email search field

Search the customer directory

  1. Enter the customer details you want to search for.
  2. Press the search button if required.
  3. Review the matching customer results.
Customer search results shown on POS

Select the customer

  1. Select the correct customer from the results list.
  2. Check the customer preview if shown.
  3. Attach the customer to the live transaction.
Customer record overview after selecting a customer

Customer directory: Customer search can be used to preview, edit, attach, or top up a customer account, depending on the options available to your user role.

FAQ

What can I search by?

You can search by customer name, phone number, or email address.

What happens after I select a customer?

The selected customer is attached to the current sale so the transaction is linked to their customer record.