Customer accounts associate specific customers with their basic profile information and purchase history. Customer accounts also earn rewards toward any configured customer reward programs.

How to Create a Customer Account

To create a new customer account in the POS, scan a new customer card or open customer search and click Add Customer. 

Example: the add customer button in customer search

This will open the customer edit window, where you can enter basic customer information including name, phone number, and email.

Example: customer edit window

Note: any required fields will be indicated if they are left blank. 

After filling out the customer information, click Save or use the keyboard shortcut {Ctrl+S} to create the customer account.  

The new customer will appear in the POS, associating them with the current transaction.

Example: creating a customer account

Creating Loyalty Account from FieldStack on Vimeo.

How to Edit a Customer Account

To edit a customer, click the Edit Customer button in customer search. 

Or if the customer is selected for the current transaction, you can click the Edit Customer button under their name in the POS.

Example: the customer associated with the current transaction in the POS

Multiple details can be viewed and edited from the edit customer window, including basic account info and configuration as well as quick access to web orders and transaction history. These functions are separated by tabs in the customer edit window.

Example: customer edit window

Note: some features will only be accessible with higher permissions or company configuration.