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Prompting to Assign Customers

Assigning customer to sales allows you to track your customers' purchase history and preferences.  It also enhances your ability to market to customers using the integrated e-mail marketing features in the Back Office.

In the POS settings you can configure the POS app to remind you to assign a customer to each sale:
  1. Open the slide out menu and tap Settings.
  2. Scroll down to and tap Customer Prompt and set the ON/OFF toggle to:
  • ON - to ensure the POS app always prompts the POS user to capture the customer for a sale.
  • OFF - to ensure the POS app does not prompt the POS user to capture the customer for a sale.
Note: When the Customer prompt setting is ON, you will receive a reminder to assign a customer at check out if one is not already assigned.
Customer Support Article

Prompting to Assign Customers

  • January 9, 2017
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Summary

How to use Customer Prompt to remind cashiers to assign a customer to POS tickets

Description

Prompting to Assign Customers

Assigning customer to sales allows you to track your customers' purchase history and preferences.  It also enhances your ability to market to customers using the integrated e-mail marketing features in the Back Office.

In the POS settings you can configure the POS app to remind you to assign a customer to each sale:
  1. Open the slide out menu and tap Settings.
  2. Scroll down to and tap Customer Prompt and set the ON/OFF toggle to:
  • ON - to ensure the POS app always prompts the POS user to capture the customer for a sale.
  • OFF - to ensure the POS app does not prompt the POS user to capture the customer for a sale.
Note: When the Customer prompt setting is ON, you will receive a reminder to assign a customer at check out if one is not already assigned.

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