Overview:
This article will give step-by-step instructions on how to add and attach a customer to a sale in the Sales module. By attaching a sale, you will have better reporting of who purchased what and the ability to find the sale in the customers transaction history.
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
- Access to the Point of Sale module
Steps:
Follow the below steps to add a customer to a sale after the items have been added to the shopping cart:
- Click on the Search Customers field found just under the shopping cart
- Type in the Name of the desired customer and select it from the dropdown.
- Note: If the customer has yet to be entered into the database, click the "+" button, fill out the required information, and click "Save Changes" in the bottom right. Then search the customer name in the search bar and select from the dropdown.
- Once the customer has been attached, tender out the transaction by clicking on one of the green payment buttons
For further assistance, please contact our Support Team at support@foreup.com or 800-929-5737