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How do I find or delete a customer?

Search the customer list by name, phone or email and manage existing records.

Go to Sales > Customers and search by name, phone, email, business or customer #; press View to see or edit them, and use Delete on the Details tab to remove them.

Who this is for: Cashier, Store admin

These steps use the New Experience. If your menu looks different, click Switch to New Experience at the top of the page.

Find a customer

  1. Go to Sales > Customers.
  2. Type into the search box ("Name, phone, email, business or customer #").
  3. Use the chips to narrow the list: All, Has store credit, Has points, Resellers, Marketing opt-in.
  4. Press View on a row to open the customer.

You can also find a customer from the top-bar search ("Search anything...").

Delete a customer

  1. Press View on the customer.
  2. On the Details tab, press Delete and confirm.

Troubleshooting

  • Delete is refused: a customer with an unpaid layaway can't be deleted. Finish or settle the layaway first (Sales > Layaway).