Customer Selection Field in register by ability business #

Where to Find It #

The Customer Selection Field is located underneath the primary navigation bar in the top right area of the checkout register screen.

Features and Functions #

• Existing Customer Lookup / Dropdown

Use the searchable field to find our customer.

• Start typing a customer’s name, phone number, or email.
• A dropdown menu will appear with matching customers.
• Select the correct customer to link them to the transaction.

Tip: Use partial entries like “Jon” or “555” to search faster.

If the customer is not already in your system:

• Use the “New Customer” button near the field.

• Enter customer or company details such as:
• Display Name (required)
• Phone Number
• Email (optional)
• Notes and Tax Exempt Preference (optional)
• Click Save to create the new profile and assign it to the current sale.

The customer will now be searchable for future visits.

Best Practices #

• Always attach a customer to sales when possible.
• Keep customer info up to date.

Notes #

• If you do not select a customer when making a sale, the receipt will be tied to the system default customer that you selected in the settings.
• On account sales require a customer to finalize the sale.