Learn efficient techniques for locating and adding existing customers to sales transactions in POS. This tutorial demonstrates the customer search functionality and best practices for quickly identifying customer records during checkout.
Perfect for front-line retail staff, cashiers, and sales associates who interact with customers daily and need to quickly access customer accounts for personalized service and loyalty tracking.
- Search for customers using multiple criteria
- Navigate the customer search interface efficiently
- Add customers to active sales transactions
- Verify customer details before completing sales
- Access customer history and preferences