To add an existing customer to a sale:
- Create a sale in POS
- Click the Customer tab
- Enter customer information into the Billing section e.g. First Name
- As you begin typing the data will filtering on the right-hand side of the screen to match the entered data
- Continue filling out fields on the left to refine the results
- Click on a matching customer to add the customer to the sale
Tip: If you offer customer Loyalty cards you can scan the barcode into the Cust Ref field or Account # field to immediately locate the individual customer record. Refer to the POS - Using Loyalty Cards article for more information.