Customer Search
Updated
Finding Existing Customers at the POS Terminal
First time Customers will initially need to be added via the Back Office or at the Terminal Customers page.
- To begin a Customer search, Select “Search Customer” at the upper left of the Terminal screen.
- This will bring you to the “Search Customer” module where you can Enter the Customer’s Name, Phone Number, or Medical Card ID #.
- After entering one of the requirements above, Select "Search".
- If there is a matching Customer, their information will populate in the "Customer Search" module.
Select any Customer Name to bring up a list of previously purchased Products, Notes about that Customer, along with a list of any Orders placed within the last 30 days.
NEXT STEP: Adding Weight-based Products To A Cart or Adding Pre-packaged Items To A Cart
