How to Search for a Customer

Modified on Thu, 28 Mar 2024 at 12:53 PM


In the POS, click Find Customer or use the keyboard shortcut {Alt+F1}.




This will open the customer search window, where you can search by name, email, or phone number. Type the search criteria, press Enter to run the search, and the matching results will appear.


Example: search for customer by name



In the customer search window, you can use the Edit Customer button to edit the account details, or you can use the Select Customer button to associate the customer with the current transaction in the POS.


Example: customer selected for the current transaction



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