Customers

Search for an Existing Customer

1. Click the Customer Search field at the top of the cart panel.
2. Type the customer's email address.
3. Click the matching result to attach them to the order.

Once attached, the customer's name and email appear in the cart. Their purchase will be recorded in their order history.

Add a New Customer On the Fly

1. Click "Add New Customer" in the customer area.
2. Fill in: First Name, Last Name, Email, Phone.
3. Click Save — an account is automatically created and login credentials are emailed to them.

Walk-in / Anonymous Customers

If you do not attach a customer, the order is processed as a walk-in sale. A temporary account is auto-created in the background to record the order.

Wallet Balance

If the customer has a wallet balance (Wallet module required), their available balance is displayed automatically and can be used at checkout.

Next: Checkout and Split Payments.