You can add customers to your customer list from the register or BackOffice to track their contact details and link them to their purchases. You can also view purchase histories of individual customers and see a report of top customers by sale frequency and amount after you start tagging customers to sales.

If you're connected to the Internet, all customer details will automatically sync to BackOffice for record-keeping.

Adding customers

Add new customers at the register to begin tracking their contact details and purchases. After adding a new customer, they will be automatically tagged to the current sale in progress at the register.

1. Tap Select Customer.

   

2. Search to make sure the customer does not already exist.

   • Search by customer name, phone number, email address, or customer notes.
   • Duplicate customer records cannot be merged. A warning prevents cashiers from adding multiple customers with the same email address or phone number.

   

3. Tap Add or the + to add a new customer.

   

4. Enter as many customer details as desired and tap Save.

   At minimum, one of the following must be entered: first or last name, email address, or phone number.

   

   After saving, the new customer will automatically be tagged to the current sale here.

   

Track how the Customer List grows over time with the Marketing Dashboard in BackOffice. Visit the Marketing Dashboard article for more information.

Tagging customers

Tag an existing customer to a sale during checkout before tendering it to link the customer to the transaction. This allows you to track the customer’s purchase history and to more quickly email a receipt if they have an email address on file.

1. Tap Select Customer.

   

2. Search for and select a customer to tag to the sale.

   • Search by customer name, phone number, email address, or customer notes.
   • Tag a customer before tendering the sale. A customer cannot be tagged during checkout after the sale is tendered.

   

3. (Optional) After completing the sale, tap Email Receipt to send a receipt to the customer’s email.

After running some sales, visit the BackOffice Sales by Customer report to see an overview of top customers and what they purchased.

Editing customers

Modify the name, address, or contact details of a customer right at the register to keep the Customer List up to date. After editing a customer in the Retail POS (S-Series) app for iOS, they will be automatically tagged to the current sale in progress at the register.

1. Tap Select Customer.

   If a customer is already tagged to the sale, tap their name, email address, or phone number.

   

2. Search for a customer, then tap the i icon next to that customer.

   Search by customer name, phone number, email address, or customer notes.

   

3. Add, edit, or delete information as needed.

   Changing the name of a customer will also update this information in some historical reporting. To learn more, visit the article for a specific report from our BackOffice support page.

4. Tap Save.

   

   In the Retail POS (S-Series) app for iOS, the edited customer will automatically be tagged to the current sale after saving changes. Learn how to change the customer tagged to a sale here.

   

Viewing transaction history

Access the transaction history of a customer from the register to easily process returns, reprint receipts or resend them via email, and track what customers are buying.

1. Open the Main Menu and select Sales History.

   

2. Tap the arrow near the search field and select Customer to search for a customer.

   

3. Enter a customer name, email address, or phone number to search.

   

4. Tap the customer to view their transaction history.

   All transactions tagged to the customer from past and present shifts will appear.

   

5. (Optional) Tap the 3 dot menu on any transaction to reprint or resend receipts or to return a sale, or tap Print Receipt.

   

BackOffice Customer Management

Add, edit, or delete customers one at a time through the Customer List in BackOffice.

For managing large quantities of customers, use Bulk Customer Management to add, modify, or delete customers with spreadsheets.

1. In BackOffice, click Customers and select Customer List.

   

2. Click Add Customer to add someone new, or click the pencil icon next to an existing customer to edit or delete that customer.

   To find a specific customer, search by first name, last name, email address, or phone number.

   

   Before adding a new customer, search the Customer List to make sure they do not already exist. Duplicate customer records cannot be merged.

3. If adding a new customer or editing an existing customer, enter or make changes to their information, then click Save.

   At minimum, one of the following must be entered: first name, last name, email address, or phone number. Changing the name of a customer will also update it in some historical reporting. To learn more, visit the article for a specific report from our BackOffice support page.

   

4. To delete an existing customer, click Delete, then Continue to confirm the deletion.

   

   

5. Get updates on the iOS register to sync the changes to the register.

   Receiving an error while getting updates? Visit our troubleshooting guide for help.

Exporting customers

Run the Customers Export to download a copy of the entire Customer List to analyze in spreadsheet software. This report contains the names, addresses, and contact information of your customers.

1. In BackOffice, click Customers and select Export Customers.

   

2. Click Export Customers to download the report.

   

3. After downloading, open the export in spreadsheet software.

   

   • Customer Record ID: ID code required for modifying and deleting customers with Bulk Management.
   • First/Last Name: Customer’s first and last name.
   • Address Line, City, State, Zip: Customer’s location information.
   • Email: Customer’s email address.
   • Phone: Customer’s phone number.
   • Sales Tax Number: If tax exempt, the tax number entered for the customer.
   • Account Number: Unique customer identification number
   • Notes: Any notes entered about the customer.

Customer reporting

When it comes to reporting, view the purchase history of a single customer from the Customer List or run a report that displays all top customers of the business.

If you email receipts, visit the Marketing Dashboard to see how customers interact with the links on those receipts.

Customer purchase history

Look up the purchase history of a customer to see how much they spent, what they bought, and more details on their activity.

1. In BackOffice, click Customers and select Customer List.

   

2. Click the pencil icon next to a customer.

   

3. Click Item Purchase History.

   

   This shows the entire purchase history of the customer, complete with their total sales amount and the individual items they bought.

   

Purchase histories of separate customers cannot be merged.

Sales by customer

To learn how often and to what extent customers are making purchases, use the Sales by Customer report.

1. In BackOffice, click Reports and select Customers.

   

   The Sales by Customer report shows how often individual customers make purchases and gives total sales amounts. To learn how to read, filter, export, and print this report, visit our full Sales by Customer article.

   

Purchase histories of separate customers cannot be merged.

Related Articles

• Running Sales at the Register
• Mailchimp Integration Setup
• Receipt Setup