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“To know I can check and see how the store is doing even without being there is very helpful.”
Reveille Joe Coffee, Coffee Shop


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Looking Up a Customer in the POS App

To look up a customer using Customer Lookup:

  1. Tap the three lines in the top left of the POS to open the slide out menu

  2. Tap Customers then Enter all or part of the customer's Name in the Search bar. You can also scan a QR code from a third party loyalty app. You will need the proper scanner capable of reading QR codes to use the scan feature.

User-added image You can also type in part of a phone number or email address.

  1. Scroll through the list of matching results and tap the customer you're looking for to view the customer details. You can also tap Assign to add the customer to the open ticket.

    User-added image

    • You can also search for a customer using the to camera by scanning a barcode or QR code. Look for the camera icon throughout the app and allow Silver Essentials to access your camera to get started. 

    User-added image

You can also add the customer to a sale, edit the customer record , add customer notes, or view the customer's recent sales and recent history.

User-added image If you cannot find the customer you are looking for, search

On an iPhone or iPod Touch, tap the Customer Lookup button and enter your search criteria.  If you do not locate the customer, tap Cancel, and tap New Customer.

This feature is only available on the iOS platform.

 

Customer Support Article

How to Look Up a Customer in the POS App

  • December 23, 2020
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Summary

This article tells you how to look Up a Customer in the POS App.

Title

How to Look Up a Customer in the POS App

URL Name

Looking-Up-A-Customer-in-the-POS-App

Summary

This article tells you how to look Up a Customer in the POS App.

Article Record Type

0120W000001QFNF

Publication Status

Online

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Not Validated

Last Modified By

0050W000006UGrE

Description

Looking Up a Customer in the POS App

To look up a customer using Customer Lookup:

  1. Tap the three lines in the top left of the POS to open the slide out menu

  2. Tap Customers then Enter all or part of the customer's Name in the Search bar. You can also scan a QR code from a third party loyalty app. You will need the proper scanner capable of reading QR codes to use the scan feature.

User-added image You can also type in part of a phone number or email address.

  1. Scroll through the list of matching results and tap the customer you're looking for to view the customer details. You can also tap Assign to add the customer to the open ticket.

    User-added image

    • You can also search for a customer using the to camera by scanning a barcode or QR code. Look for the camera icon throughout the app and allow Silver Essentials to access your camera to get started. 

    User-added image

You can also add the customer to a sale, edit the customer record , add customer notes, or view the customer's recent sales and recent history.

User-added image If you cannot find the customer you are looking for, search

On an iPhone or iPod Touch, tap the Customer Lookup button and enter your search criteria.  If you do not locate the customer, tap Cancel, and tap New Customer.

This feature is only available on the iOS platform.