Linking a sale to a customer lets you track their purchases, sell on account, and — if your shop runs a loyalty scheme — award points automatically.
Attach a customer to the sale
- On the POS screen, tap the customer area (it usually shows "Walk-in" by default).
- Search for the customer by name or phone number.
- Select them. The sale is now linked to that customer.
If the customer is new, you can add them on the spot from the same picker.
Loyalty points
When a customer is attached and your shop runs loyalty:
- Points are earned automatically when the sale completes, based on the customer's loyalty group.
- Their points balance updates immediately and is recorded against their account.
Selling to a walk-in
You don't have to attach anyone. If the customer is a one-off, leave it as Walk-in and complete the sale as normal — no points are earned.
Tips
- Attaching a customer is what enables account/credit sales and loyalty, so encourage regulars to be added.
- Loyalty earning is driven by the customer's group/category — set those up once and the till handles the rest.
Common problems
- No points were earned → the customer wasn't attached before completing, or their group isn't in a loyalty scheme.
- Can't find the customer → check the spelling or try their phone number; if they're genuinely new, add them from the picker.