When you place an order from the POS screen, you can either process the order for guest users, or you can associate an existing or a new user to it. This can be useful if you need to save customer’s details like the billing and shipping information (for example for a delivery at home) or if you have special coupons for returning customers only and so on.
Let’s see how to do that at the cash desk.
At any time, you can open the Customer tab that’s on the right side of your Register screen.
Start typing the customer’s username or email address to select an existing user. After selecting the user, you can also edit their existing (billing) details from this view:
Alternatively, click on Or add a new user button to create a new user that will be later available in the Users tab on the backend, as their billing details.
You will be asked to enter their details. Then, save and complete the order.
These are all the available fields for new and existing customers:
- First name * (required field)
- Last name * (required field)
- VAT / CIF / ID
- Email * (required field)
- Post Code
Please, make sure you fill out at least all required fields (First name, Last name and Email), otherwise, you will not be able to complete the order.