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WAIOHelp Desk

Add a customer to a sale

Where
POS

Do this at the start of the sale, before any discounts. If they aren’t in the system yet, add a new customer instead: they go on the sale as soon as you save them.

  1. In the cart, tap Add Customer. The POS opens Customers.

    The Add Customer button at the top of the empty cart

  2. Type at least 2 characters of their name, phone number or email, for example jane.smith@example.com for Jane Smith.

  3. Tap the customer’s card.

    The Customers tab searched by email, with one result: Jane Smith

  4. The POS goes back to Products and the customer’s name is at the top of the cart. To swap them for someone else, tap Change.

    The top of the cart showing Jane Smith with her email and phone, and the Change button

To take the customer off and ring the sale with no one on it, tap Change, then Guest.

Good to know

Section titled “Good to know”
  • Scanning a customer’s QR code from the app adds them straight away. The POS shows Customer Selected.
  • A customer with a Blocked badge can’t complete a sale. Check the notes on their profile.
  • Once part of the sale is paid, the customer can’t be changed. Void that payment in Checkout first.