Add a customer to a sale
Overview
You can add a new or existing customer to a transaction to keep track of the customer's buying history, record credit notes or gift vouchers, and add them to mailing lists. Customers added through the POS are synchronized with Cin7's backend.
Add a new customer
Make a transaction as usual.
In the Customers section below the product grid, select New.
Enter contact details into the form that opens.
First Name or Company are the only required fields.Select Save and Enter to POS.
The customer will be added to the transaction.
Add an existing customer
There are two ways to add an existing customer into a sale. To quickly search for the customer:
Add products to the sale as usual.
Type the customer's name in the Customers box.
Select the Customer when they appear.
The customer will be added to the transaction, and details of gift vouchers, credit notes, and transaction history will appear below.
You can also find the customer in the customer list:
Select CRM, then in the new tab that opens, search for the customer from the Keyword box.
Select the customer to view their details.
Select Save and Enter to POS.
The customer will be added to the transaction.
Edit a customer
Just as above, select CRM, and then in the new tab that opens, search for the customer from the Keyword box.
Select the customer to view their details.
Make any changes necessary.
Select Back to save the changes and go back to the POS
- or -
Select Save to save the changes but remain on the same screen.