How to Attach a Customer to a Sale

How to Attach a Customer to a Sale

By default, POS sales are recorded as "Walk-In" transactions. Attaching a customer record to a sale enables purchase history tracking, loyalty points, email receipts, and credit limit enforcement.

Why Attach a Customer?

• Purchase History — The sale appears in the customer's transaction history
• Loyalty Points — The customer earns points for the purchase (if a loyalty program is active)
• Email Receipts — You can email the receipt to the customer's address on file
• Credit Limits — If the customer has a credit limit, the system enforces it
• Rewards Redemption — The customer can redeem loyalty points during the sale
• Returns — Makes it easier to look up the original sale when processing returns

Method 1: Use the Customer Button

Standard POS:

1. Click the Customer Information button (in the Customer Information box area)
2. The Customer Search dialog opens
3. Search by name, email, phone number, or customer ID
4. Click the customer to select them
5. The customer's name appears in the Customer Information box

Compact POS:

1. Click the Customer button in the action button grid
2. The same Customer Search dialog opens
3. Search and select the customer
4. Switch to the Customer tab in the bottom-left panel to verify

Method 2: Scan a Customer Barcode

1. Scan a barcode that starts with the CSTMR: prefix
2. The system looks up the customer by their ID
3. The customer is attached automatically — no dialog needed

Method 3: Scan a Loyalty/Rewards Card

1. Scan a barcode that starts with the RWRD: prefix
2. The system looks up the customer by their loyalty member ID
3. The customer is attached automatically

Changing or Removing a Customer

To change the attached customer:

1. Click the Customer Information button (or Customer button in Compact POS) again
2. Search for and select a different customer
3. The new customer replaces the previous one

To remove the customer and return to Walk-In mode, the sale must be cleared or a new invoice started.

When a Customer Is Required

In some configurations, attaching a customer may be required before certain actions:

• Credit/Debit payments — If "Require Customer Info with Credit" is enabled in Machine Settings, you must attach a customer before processing a card payment
• Loyalty redemption — You must have a customer attached to redeem loyalty points
• Email receipts — The customer must have an email address on file