Android: Add Customers to Transactions

Introduction

StoreHub has a great Customer Relationship Management feature that helps you to keep track of your customers' information, so that you can provide them with great experiences at your store!

Note: This feature requires internet access.

How to Add a New Customer

Step 1.
On your Android Register, tap + Add Customer (located to the right of your items):

Step 2.
A list will appear. Tap on Add:

Step 3.
Enter the customer’s details in the fields:

Step 4.
Tap Save. 

Step 5.
Your customer information is now saved and assigned to the sale.

What are tags?

Tags are identifications that you can use to label your customers.
For example, you may categorize your customers into 'Silver', 'Gold' and 'Platinum' members. You can also set tags from the BackOffice.

Using the tags, you can choose to offer different promotions based on their labels. You can do so with the Price Books feature. To learn more, head over to Setting your Price Books.

Note: If you have an existing list of customer information, you can add them from the BackOffice. Click here to learn how.

How to Select a Customer

Step 1.
Tap on the + Add Customer button.

Step 2.
On the search bar, type in your customer's info and tap Search or select the customer directly from the list.

Step 3.
If you searched, tap or select the intended customer.

Step 4.
You will now see that your customer is assigned to the transaction:

Did you know that you can add, view and edit customers in the BackOffice as well?
Click here to learn how.