mPOS – Customers

The customer’s section of the Retail POS app allows you to manage your business’ Customer Database.
To access the Customer Database, tap on the (located at the top left side of your screen) then tap on
‘Customers’. Once you tap on ‘Customers’ from the side menu, you will be taken to a new page with a list
of all your customers.

Add Customer 

Note: You can’t add credit card information in your Retail POS app. A customer’s credit card information must be added from your online Merchant Console. All information added from the online Merchant Console will automatically sync to your Retail POS app.

Note: You can’t add credit card information in your Retail POS app. A customer’s credit card information must be added from your online Merchant Console. All information added from the online Merchant Console will automatically sync to your Retail POS app.

• First Name (required)
• Last Name (required)
• Company
• Phone
• Customer ID
• Email
• Barcode
• Address
• City
• State
• Zip

Edit Customer Information

Below the customer’s information is the Wallet section, where you can view the customer’s saved credit card information saved from the online Merchant Console Customer Database.

 

Delete A Customer

There are two methods to delete a customer: (1) from the customer’s profile or (2) from the customer
database list. Refer to image shown below.

Step 1: Tap on the icon.
Step 2: A confirmation pop up will appear. Tap
‘Yes’ to continue. Tap ‘No’ to cancel.

Step 1: Swipe left on the customer you wish to delete.
Step 2: A confirmation pop up will appear. Tap ‘Yes’ to continue. Tap ‘No’ to cancel.

Search For A Customer

To search for a customer, tap on the open search field then type the customer’s name.

The page will automatically update and show all customers that match the criteria entered.

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