How do I search for a customer at the POS?
Follow these steps
To search for a customer at the POS, follow these steps.
- Select Customer from the POS.
- Begin searching by typing either the name or the phone number of the customer in the search bar.
- At the bottom of the customer search, select Search to see a customer listing containing that name or number. Or select Exact to see a customer listing with the exact name or number.
- After selecting your customer, you will see the customer's information on the screen. If you do not choose a customer, your default customer (usually walk-in customer) will be used.