How to avoid having duplicate customers being added through POS by different users? We have a solution for that with the ‘Customer creation duplicate warnings’ plugin.
You can configure what information the system will check to see if you already have an existing customer with those details in your database.
Find the plugin by going to POS Settings -> Plugins -> Customer creation duplicate warnings. Duplicate warnings can be configured separately for customer and company creation.
Tick needed checkboxes.
Click Save.
Navigate back to the plugins list and tick the plugin checkbox to enable it.
Now when you create a new customer or company with an already existing data, a warning message will be shown.
The warning message will be shown also when the system finds a customer who already has the identical data at the same time in those three fields.
Click ‘Back to editing’ to edit the customer data; click ‘Save anyway’ to save the customer despite the duplicate data.