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
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:
Click + 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.