Create Order for Existing Customer

Search the database to locate an existing customer record and begin creating an order.  You can also pull a customer record into the POS from the admin panel (ACP). 


1. Search for a Customer

POS > Search > Lookup customer record

Customers can be found using first name, last name, email address or Customer ID.  

All fields are enabled to partial-search using just the first few letters added. 


2. Select Customer Account

Active accounts will be displayed.

Click Inactive or All to see other results

The customer name and information will appear in "New Order For:..."

3. Finalize the Order

Complete the sale by selecting desired products and quantities then processing payment.

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