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Capture and Manage Customer Information in POS Orders
Easily capture and save customer details in POS orders, display them on receipts, and store them in the backend for better customer tracking.
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Features
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Features
Customer Information Entry Directly in POS
This feature enables cashiers to capture and populate customer details-such as name, contact number, and address-directly within the Point of Sale interface, without switching to the backend. It simplifies the checkout process by keeping everything in one view, ensuring no key data is overlooked. Once entered, the information automatically becomes part of the POS order record, saving time and reducing manual errors.
Customer Details Printed on Receipts
With this functionality, customer-specific information is automatically printed on the POS receipt, giving both the customer and the business a documented reference for contact and order confirmation. Including details like customer name and phone number on receipts enhances customer service, helps resolve post-sale inquiries faster, and lends a professional touch to every transaction.
Seamless Linking to Backend Order Records
All customer data entered during the POS session is seamlessly saved within the backend order record, ensuring consistency between the POS interface and central system. This data flow allows backend users-such as sales managers or support staff-to access full customer information when reviewing orders or generating invoices.
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1.) Enable Customer Info in POS Settings
Go to Settings and enable the Order Customer Info option. This will allow you to add and manage customer information in POS orders.
Navigation : Setting → Point of Sale → Customer Info
2.) Add Customer Info in POS
Click the Customer Info button on the POS screen to open a popup form. Enter customer details such as name, address, city, and pincode, then click Add Customer Info to save the information with the order.
3.) Customer Info on Receipt
After completing the payment, the customer details entered in the POS screen are automatically printed on the receipt. This ensures that each order is linked with customer information for better tracking and record-keeping.
4.) Customer Info in POS Orders (Backend)
The customer details entered in the POS screen are also stored in the backend under the respective POS order. You can view them in the Customer Info tab of the order for accurate record-keeping and future reference.
Navigation : Point of Sale → Orders → Order
User Guide
