Search for Customers

Search the database to locate an existing customer record and begin creating an order.  You can also pull a customer record into the POS at anytime while building an order, before payment is finalized. 

1

Search for Existing Customers

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

If multiple matches are available, select the desired customer record. Please note, inactive customers will display a red.

 In the POS, the customer's name will be loaded at the top of the order screen.

 

3

Continue with order

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