---
title: customer selection field
description: "## **Customer Selection Field in [register by ability business](https://abilityregister.com/encyclopedia/register-by-ability-business/)** ### **Where to Find It** The Customer Selection Field is located underneath the primary [navigation bar](https://abilityregister.com/encyclopedia/navigation-bar/) in the top right area of the [checkout](https://abilityregister.com/encyclopedia/checkout/) register screen. ### **Features and Functions** -…"
url: "https://abilityregister.com/wiki-register/customer-selection-field/"
updated: "2026-10-27"
category: sell.
tags:
  - customers
  - pos screen anatomy
---

# customer selection field

## **Customer Selection Field in [register by ability business](https://abilityregister.com/encyclopedia/register-by-ability-business/)**

### **Where to Find It**

The Customer Selection Field is located underneath the primary [navigation bar](https://abilityregister.com/encyclopedia/navigation-bar/) in the top right area of the [checkout](https://abilityregister.com/encyclopedia/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.

1. New Customer Input:

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.