---
title: "How to set up a customer in the POS?"
slug: "1602862806"
updated: 2026-07-30T07:48:56Z
published: 2026-07-30T07:57:22Z
canonical: "help.ila.cegid.com/1602862806"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to set up a customer in the POS?

- [x] PT
- [x] ES
- [x] AO
- [x] CV
- [x] MZ
- [x] ST
- [x] GW

- [x] Professional
- [x] Executive
- [x] Public Sector
- [ ] Omnia
- [ ] Evolution

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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.

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## 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**.

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## 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**.

> [!NOTE]
> It is possible to create a new customer file, by clicking **New** and filling in the necessary fields.