Add a customer to a POS sale
Associate the sale with an existing customer or enter a new customer.
Who this guide is for
Levah web dashboard. Available actions depend on your business type, subscription and staff permissions.
On this page
Before you begin
- Ask the customer for the details needed to identify the correct record.
Step by step
- Open the cart's Add Customer action.
- Select the existing Customer if a matching record is available.
- For a new customer, enter First Name, Last Name and Phone Number. Add Email if provided.
- Complete the customer form and review the selected customer before checkout.
What happens next
The cart uses the customer selected or added in the form.
Helpful to know
- Check the phone number to avoid choosing a different customer with the same name.
- Email is optional in the POS customer form.
Still need a hand?
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