Customer At The Counter

Watch this tutorial to learn how to: Customer At The Counter.

Steps in this tutorial

1. A counter sale is anonymous by default. Let us put a name and a phone number on this one.
2. Start the sale as usual: tap the product to put it on the ticket.
3. Add customer sits at the top of the ticket. Tap it to record who is buying.
4. Type the phone number. It does not matter how it is written: spaces, dashes and a country code all find the same person.
5. Nobody matches, so you can save this buyer without leaving the counter. The number you typed is already filled in.
6. Add their name, so you know who they are next time.
7. Press Save customer. Nothing is added to your customer list until you press it, so a mistyped number costs you nothing.
8. They are on the ticket now, and in your customer list. This sale will be filed under their name.
9. Take the money exactly as you always do.
10. Press Charge again to finish the sale.
11. Done. The receipt carries their name, and so does the order in your records.
12. Now the part that pays off later. Start a fresh sale.
13. On their next visit, type the same number.
14. There they are. From now on you only have to pick them, and the sale goes onto their record.
15. The customer you saved at the counter is a real customer in your store. Search for their number here.
16. There they are, added from the counter without anyone touching the admin panel.
17. And the sale itself is filed under them in Orders, like any other order.
18. That is how a walk-in becomes a customer you can recognise, reach and reward.