Attaching a customer to a sale does four things: it earns and spends loyalty points (if you're using the loyalty program), emails the receipt automatically, applies tax exemption if the customer is a reseller/tax exempt, and records who bought what.
The button sits directly under the scan box and reads "Select or add a customer".
Scan an item first
You'll need at least one item on the sale before you can attach a customer. Press the button on an empty sale and you'll see:
Scan an item before adding a customer.
This is because the customer is stored against the sale, and the sale doesn't exist until something is on it. Scan the first item, then attach the customer.
Finding a customer
Press the button to open the Customer window. Type into "Search name, phone, or email" and press Enter or Search.
You can search by:
- Name — first, last, or both
- Phone — punctuation is ignored, so
5551234finds(555) 123-4567
Each result shows the name in bold with city, state, phone and email underneath. You'll get the first 25 matches, sorted by last name. Leaving the box empty and pressing Search lists your first 25 customers — handy for browsing.
Click a customer to attach them. The window closes and you'll see "Customer added: Jane Smith".
What the button shows afterwardsThe button turns white and shows the customer's name, their loyalty point balance, and — if they're a reseller — the words TAX EXEMPT.
The point balance is their live balance, refreshed every time the sale changes.
Adding a new customer
Scroll down in the same window to "Add a new customer".
| Field | Required? |
|---|---|
| First name | One of the two names |
| Last name | One of the two names |
| Phone, Email, Address, City, State, Zip | All optional |
Only a name is required — everything else can be filled in later. If you leave both name fields blank you'll see "Enter at least a first or last name."
The State dropdown lists full state names. Click it and start typing a state's name to jump to it.
Press Add & attach to create the customer and put them on the sale in one step.
New customers start with zero loyalty points and are never tax-exempt. Making someone a reseller is done in the Customers screen, not here.
Removing a customer
Open the window again and press Remove current customer. There's no confirmation. The sale keeps its items; only the customer link is dropped — along with any tax exemption they carried.
⚠ VERIFY: if your store shares customers with a linked store, confirm that selecting a customer belonging to the other store stays attached after the sale refreshes.