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Step 4 of the setup checklist. Registering someone takes about a minute and one customer of any kind completes the step.

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Why bother, when the till takes walk-ins

The point of sale sells to Walk-in without any record at all, so a customer is never mandatory. What a record buys you is everything that has to persist between visits:
  • Money on account. A prepaid balance the customer spends at the till with the Account balance tender — see Customer wallets.
  • Debt. Part-payment at the till creates a balance due, and that balance has to belong to somebody. See Returns, voids and amendments for the Debtors sheet.
  • History and loyalty. Purchases, average basket and loyalty rewards all accumulate on the record.
  • Who may collect. Dependents are the family members and errand runners allowed to pick up on someone’s behalf — see Dependents.

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Register a customer

The New customer sheet is two steps, shown as Step 1 of 2 • Who they are and Step 2 of 2 • Account & address.
1

Open the sheet

Select Customers in the sidebar, then New customer. The page header reads Customers — “Purchases, debts, money on account, and who may collect.”
2

Enter who they are

Under Identity, First name and Last name are the only required fields — they carry an asterisk and Next stays disabled until both are filled.Preferred name (“What they answer to”) is worth filling for anyone your counter greets by a different name. Gender, Date of birth and ID number are optional.
3

Add contact details

Phone numbers and Email addresses each take more than one entry, so a customer with a work line and a mobile keeps both. The phone number is what your counter searches on most, so add at least one.An email address is what makes reminder emails possible later — a record with no email silently receives nothing.
4

Take an opening deposit, if there is one

Select Next. Opening deposit is money left with you now, spendable at the till — “Money left with you now, spendable at the till. Leave blank if none.” Enter an amount and the sheet confirms “{amount} will be credited to their account.”Leave it blank for an ordinary registration. You can top an account up at any time afterwards.
5

Add the address

Address, City, Country and Occupation are all optional. Fill the address for anyone you deliver to.
6

Create the record

Select Create customer. The button reads Creating… while it saves.

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Check it worked

  • A toast confirms the registration — “{First name} registered”, or “{First name} registered with {amount} on account” when you took an opening deposit.
  • The person appears in the Customer accounts table on the Customers tab, searchable by Search name, phone, ID….
  • At the till, the Customer card’s Customer tab now finds them, and Account balance appears as a tender if they have money on account. See Ring up a sale.

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Customers and prospects are different things

The Customers page has two tabs. Customers are people with an account, purchases and a balance. Prospects are leads with none of those — someone who enquired but has never bought. A prospect is promoted to a customer from its own row action; it is not a customer until you do that.

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If something goes wrong

First name and Last name are both required. Nothing else on step 1 blocks you.
The record saved and the money did not. Open the customer’s profile and add the deposit there — do not create a second record. See Customer wallets.
The deposit field rejects text and negative amounts. Leave it blank rather than entering a zero if there is no deposit.
Your search matched more people than the list will show at once. Add a surname or the phone number rather than paging through.
Your permissions decide which sidebar items you get; a cashier reaches only POS and Sales. Ask an owner or manager — see Staff permissions.
Day-to-day customer work — profiles, top-ups, statements and reminder preferences — is covered in Customers.