Add new customers from POS

This topic goes through he process of adding new customers from the POS.


  • Have a button on the POS configured with the POS action INSERT_CUSTOMER. The name of the button should be Create New Customer or similar.
  • (Optional) Have customer templates defined.

Create a new customer and add them to the sale

  1. Open the POS.
  2. Press Customers.
    If the customer already exists, press Select Customer, and choose a customer from the list.
  3. Press Create New Customer.
  4. Enter customer information manually.

Apply an existing customer template to the customer (optional)

  1. Press the three_dots in the upper right corner followed by Apply Template to apply an existing customer template.
  2. Choose the template and press OK.