How to set up a customer in the POS?

When creating a new document on the POS, an entity (customer) is always associated to a point of sales. For that, you must specify a default customer and, if necessary, check the customers recorded on the POS.

Define default customer

The default customer matches the entity that will always be associated to the point of sales when creating a new document, overriding the one defined on the Administrator.

To define default customers, follow these steps:

1. Access Marketing & Sales | Sales | Resources | Tables |Points of Sale | Points of Sale;
2. Edit the station;
3. On the tab General specify the default customer in Default Customer;
4. Click Save.

Access the customer file

To access the customer file from the POS, follow these steps:

1. Access Documents | Customer or click the document customer;
2. Specify the customer code or search the customer list, by clicking the key F4;
3. Click Customer File.

It is possible to create a new customer file, by clicking New and filling in the necessary fields.