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.

  

Adding an Existing Customer and Contact

Step      Action

  1.        Select the pencil icon to edit customer drop-down.

  2.        Select a customer from the drop-down.

  

3.  Select a Contact from the second drop-down. The Contact options will vary based on selected customer.    

   

To add a new customer and contact:

To add a new customer, see Customers-Creating a New Customer.


To add a new contact:

Step      Action

  1.        Select + icon to the right-hand side of contact drop-down. A New Contact modal will open.

  2.      Complete the fields.

  3.      Select {Add}. A pop-up window will confirm contact successfully added and the contact will now appear in the drop-down.