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Someone is at the counter collecting for a regular customer. Is that expected? The People tab on a customer’s profile is the answer: a short list of who that customer has said may pick up for them, with the relationship and anything your counter should check.

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Add someone who may collect

1

Open the People tab

Find the customer under Customers, open their profile, and select People. An empty list reads No dependents — “Add a family member or errand runner allowed to collect.”
2

Select Add someone who may collect

The Add dependent dialog opens — “Someone allowed to collect products on this customer’s behalf.”
3

Enter who they are

Full name is the only required field; without it you get “A dependent needs a name.”Phone is optional but worth having — it is what lets your counter ring the customer’s contact rather than the customer themself when something is unclear.
4

Say how they are connected

Relationship takes a free-text description — “e.g. Daughter, Driver”. Write what your staff would actually say out loud, because this is the line they read at the counter.
5

Add anything the counter should check

Notes — “Anything the counter should check”. This is the field that earns the feature its keep: “collects the monthly repeat only”, “must show her own ID”, “not authorised for controlled items”.
6

Save

Select Save. You get “Dependent added”, and the person appears in the list with their relationship and phone.

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Check it worked

  • The People tab lists the person, with their relationship and phone underneath the name.
  • If the dependent is themselves a registered customer, their row carries an Own profile badge naming that record.
  • Edit on the row reopens the same dialog for changes.

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Deactivate — do not delete

When someone should no longer collect, open their row and select Deactivate. Confirm on the Deactivate dependent dialog, which spells out what happens:
{Name} will no longer be listed as allowed to collect. The record is kept, so who was authorised and when can still be answered.
That last sentence is the whole reason deactivation exists. If a collection is ever questioned — the wrong person picked up, a family disagreement, a supply query — the useful answer is who was on the list at the time, and a deleted record cannot give it. A deactivated person stays visible, dimmed, with an Inactive badge, and can be reactivated by editing them again.

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Using the list at the counter

Dependents are a record, not a rule. Nothing in the till blocks a sale to someone who is not on the list — the judgement stays with your staff, which is where it belongs. What the list gives them is a fast, unambiguous check instead of a phone call:
1

Find the customer

Search Customers by name or phone. See Customer records.
2

Open People

Read the name, the relationship and the notes.
3

Hand over, or don't

An Inactive badge means this person was authorised once and is not now. Treat it as a “no”, not as an out-of-date entry.
A dependent is not a login. They cannot see the customer’s records, and adding them grants no access to anything — it only records that the customer said they may collect.

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If something goes wrong

Full name is required. Everything else on the dialog is optional.
It shows only on someone who is currently active. A person already deactivated carries an Inactive badge instead; edit them and save to put them back on the list.
That is fine — they can have their own customer record as well. Where the two are linked, the dependent’s row shows an Own profile badge. Their own purchases, debts and money on account stay entirely separate from the customer they collect for.
A cashier reaches only POS and Sales. Ask an owner or manager to check your role — see Staff permissions.