When creating a POS order, a customer (first drop-down) and contact (second drop-down) will need to be designated.
Adding a Walk-In
- The Default order will be set to walk-in but a contact will still need to be designated by selecting an option from the second drop-down.
Select an Existing Customer and Contact
- Select the pencil icon to the right of Walk-In.
- Select a customer from the drop-down.
- Select a Contact from the second drop-down.
Add a new Customer / Contact
- Click the + icon to right-hand side of Customer or Contact drop-down.
- A New Customer or New Contact modal will open. Complete the fields. For more information, see Customers - Creating a New Customer and Contacts - Creating a New Contact.