Adding a customer to a sale
On the POS screen, at the top of the cart area, there is a customer dropdown. Click it and search for an existing customer by name. If the customer is new, click + Add Customer from within the dropdown to open the customer creation form. Enter their name, phone number, and email, then save. The customer is then linked to the current sale.
Why linking customers matters
Linking a customer to a sale creates a permanent record connecting them to that transaction. Over time this builds their purchase history — you can see what they have bought, how much they have spent, and any outstanding balances on unpaid or partial sales.
Managing your customer list
Go to Sales → Customers from the main sidebar to view all customers. Click any customer to see their full profile including total sales, payment history, and outstanding amounts.
Customer dropdown on POS
The customer dropdown on the POS also gives you a warehouse selector to choose which location's stock you are selling from. This is important if you have multiple warehouse locations — always confirm the correct warehouse is selected before starting a sale session.