Customer search and registration on the Customer display (Brazil)

November 10, 2022

 

In this article you can find the following information:

  • How to register a new customer in Customer display
  • How to find an existing customer by the email address
  • How to find an existing customer by the phone number

How to register a new customer through the Customer display?

Following steps must be taken: 

  1. Make sure that the “Accepting customer creation form opens the form in POS '' option is selected (under the POS settings - Plugins - Customer display plugin - configure plugin button)

 

   2. Click on the green “screen” icon in the POS menu bar, then click on the “Sent customer form to the display” button (person and “+” icon)

   3. The customer creation form appears on the customer´s display, where customers can fill all the input fields (email, first and last name fields are required)

   4. Customer must fill out all of the required fields

   5. Click Confirm

   6. Click on the “Accept” button on the POS menu bar

 

   7. Afterwards the customer creation form will appear on the POS screen with information which was entered previously on the Customer display

   8. Add missing information if it is needed and click Save

   9. New customer is created successfully and is selected automatically in the POS

 

How to find an existing customer by the email address

  1. Click on the green “screen” icon in the POS menu bar, then click on the “Send search customer by email to display” button (person with envelope icon)

    2. The “Lookup customer by email” panel will be displayed on the Customer display

    3. Enter the email address and click on the green checkmark

    4. On the POS screen please click on the “Accept” button which was appeared in the POS menu bar

    5. Afterwards the customer was successfully found and automatically selected in the POS and ready for making a sale!

 

How to find an existing customer by the phone number

  1. Click on the green “screen” icon in the POS menu bar, then click on the “Send search customer by phone to display” button (person with phone icon)

    2. The “Lookup customer by phone number” panel will be displayed on the Customer display

    3. Enter the phone number and click on the green checkmark

    4. On the POS screen please click on the “Accept” button which was appeared in the POS menu bar

    5. Afterwards the customer was successfully found and automatically selected in the POS and ready for making a sale!