Quick view Customer Details

Quick view provides a snapshot of the customer's most important information. See customer type, allocation and club tiers, number of orders, total spending and average purchase amount, plus more!  

How to Search and Load a Customer


Search for the Customer

In the POS, use the toolbar to select Search.  Enter the customer information to find the record.

If multiple matches are available, select the desired customer record.  The customer name will populate into the " NEW Order for:" at the top of the POS. 


View the Customer Quick view

Hover-over the Customer Name to pop open the Quick view Customer details.  

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