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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.