Point of Sale Solution Back Office Customers
Description
How to review customer information, make edits, and add new customers in the Point of Sale Solution Back Office
What's in this article?
Software Plan: Basics | Starter | Growth | Pro
The Customers section in the Point of Sale Solution Back Office allows you to search, edit, and create new customer records. Manage customer details such as contact information, detailed notes, related documents and your customer's order history. If you have activated your loyalty program, you can also adjust their point balance in customer details view.
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- This video covers how to review, create, and edit customers in the Point of Sale Solution Back Office.
- To view a list of your existing customers, click Customers in the menu, then select Customers.
- Here you can search for customers from your list and review details like their name, email, mobile number, recent visits, and loyalty points.
- To create a new customer, click Add customer. Enter required information like their name, contact information, and their address. Complete the optional fields if desired. Click the SMS and email marketing permissions according to the customer's preferences. Then click Save.
- If you need to edit a customer's information, click the Edit icon, aligned to their name. Make the updates needed, then click Save.
- To view customer details and activity, click the View icon, aligned to their name. The customer information will include additional details like their loyalty balance, which can be edited, and their selected marketing communications.
- You can also add customer notes like preferences or comments and customer documents like signed waivers or forms. Their order history is also listed for you to review when needed.
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Search for a customer
In the Point of Sale Solution Back Office, select Customers > Customers and begin typing the customer name in the Search customers field. As you type, the entries in the dashboard window will automatically filter if a match is found. 
Edit a customer
- In the Point of Sale Solution Back Office, select Customers > Customers to search for the customer.
- Under the Actions column next to the customer's name, click the Edit Customer Details icon.
- Edit the customer information as needed.
- Click Save.
Create a new customer
- In the Point of Sale Solution Back Office, select Customers > Customers.
- Click Add customer.
- Complete the First name, Last name, Email, Mobile number, and Country fields as required.
- (Optional) Complete customer details such as date of birth, address, and marketing preferences.
- Click Save.
View customer details
- In the Point of Sale Solution Back Office, select Customers > Customers to search for the customer.
- Under the Actions column next to the customer's name, click the View Customer Details icon.
- View the customer details:
Customer details section and description Customer details section Description Customer information Displays the customer's name, email address, mobile number, address, and earned loyalty points. Loyalty points Click the Edit icon under Loyalty points to add points to the customer's balance. They can redeem their points for rewards on future purchases. Notes Displays comments you have added to the customer details and allows you to edit, delete, and create new ones. Documents Displays documents uploaded to the customer details and allows you to view, delete and add new ones. Orders Displays orders made by the customer and allows an in-depth view of the order details. - Click Back to exit the customer's information.
