Selecting Customers at POS Overview


There are four ways to select a customer at POS:

  1. Find Cust
    Opens customer filter allowing you to search for client
     
  2. New Cust
    Opens customer add screen allowing you to add new client
     
  3. No Name
    Assigns this sale to 'Cash Customer'; no customer information retained
     
  4. Scan Receipt
    Scanning a receipt selects the customer from the receipt you scan

enlightenedTo avoid duplication it is recommended you always search before adding a new customer. There is a System Option that can be enabled that enforces this by disabling the New Cust button at POS.

 

 

Updated on Thu, 12 Feb 2026 by Nathan Brown

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