Add the right customer to a sale

Good customer records start with a simple habit: search before adding someone new. A spelling change or a second phone number can otherwise split one person's purchases across several records.

01. Search before creating a record

In the POS, use Search customer before completing the sale. Ask the customer which name they normally use with your business. Compare the details shown before choosing a match; a familiar name alone may not identify the right person.

If the customer already has a record, select it. Avoid creating another record just because the first search was too narrow.

02. Add only the details you need

If there is no matching record, use the Add option shown for the new customer and complete the required fields. Read back the spelling and any contact details the customer chooses to provide.

Keep the information relevant to serving that customer. A phone number supplied for a receipt or order update is not automatically permission to send promotions.

03. Check the customer before payment

Confirm the selected customer before choosing Process Payment. This matters especially when a cashier serves several people quickly or resumes a held order. Review the items and total with the customer as usual.

After payment, check that the completed sale shows the intended customer. If you find the wrong person attached, ask your manager to follow the correction process available in your workspace.

04. Keep a useful team routine

Accurate records help your team recognise returning customers without asking them to repeat the same details at every visit.

• Search first; create a record only when needed.
• Check identifying details rather than guessing from a name.
• Confirm the customer before taking payment.
• Ask an authorised team member to review duplicate records.

Make your first sale