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:

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.