Overview
In the POS, the "Default Customer" is a placeholder account that should not be used for actual sales transactions. This guide will help cashiers understand how to avoid selling to the Default Customer and make sure the transactions are processed correctly.
Step-by-Step Instructions
1. Identifying the Default Customer:
- If the customer name displays "Default Customer", this means no actual customer has been added to the cart.
2. Configuring the POS Settings:
- Navigate to the POS Configuration menu and go to the General settings.
- Look for the option: "Disable selling to default customers".
- Set it to "No" if you want to prevent sales to the Default Customer.
- Set it to "Yes" if you want to allow sales to the Default Customer placeholder.
3. What Happens with Different Settings:
- If "No":
- The checkout button will remain inactive until a customer is selected. This ensures that no transaction can be completed without assigning a valid customer.
- If "Yes":
- You can complete the transaction using the Default Customer, and the checkout button will be active.
