How to Add a Customer to a Sale?

Follow the steps below to associate a customer with a sale:

Step 1. Open the Sales screen and ensure that the required products have been added to the sales cart. Verify that the sales transaction is active and ready for checkout (as shown in "1").



Step 2. (Optional) Locate the Customer Selection field on the Sales screen. You can search for an existing customer or create a new customer record. Associating a customer with the sale helps maintain purchase history, loyalty rewards, and customer information (as shown in "2").

Step 3. (Optional) Search for the customer by entering their name, phone number, or customer ID in the Customer Selection field (as shown in "3").



Step 4. (Optional) Select the desired customer from the search results. If the customer is not available, click the + icon to create a new customer, enter the required customer details, and click Proceed to associate the customer with the sale and continue (as shown in "4").


 

Step 5. Review the customer information shown in the transaction and ensure the correct customer has been linked to the sale. Once verified, click proceed to move to the next step (as shown in "5").



Step 6. Continue with the sale process (as shown in "6").
If no customer is selected, you can proceed with the transaction as a walk-in sale .