Add a customer to a retail ticket

Add a customer to a retail ticket

Attaching a customer to a ticket is what makes purchase history, loyalty and marketing work. It takes about ten seconds.

Steps

  1. At the top of the POS screen, tap + Add Customer.
  2. Fill in the required customer fields, plus any other detail the site wants to collect.
  3. Tap + Add Customer to attach them to the ticket.
Add Customer buttonCustomer fields

Existing customers

Search before you create. Duplicate customer records split a purchase history in half and quietly break loyalty and reporting. See the Global Payments guide on customers.

Why it is worth the ten seconds

  • Referenced returns are far easier when the ticket has a customer on it.
  • The customer dashboard only earns its keep if records are attached at the till.
  • Email and SMS marketing integrations have nothing to work with otherwise.

Source: Global Payments Genius Retail help center. Newly built article, pending review.