The customer on a sale is the shared contact

What moves

A cashier searches the contacts register or creates a new contact from the sale. The sale stores the contact and its name together. If two contacts are merged, their sales and loyalty points move to the one that remains.

Before you start

• Point of Sale and Contacts & Partners in your plan
• Cashiers hold the keys to read and create contacts (the built-in till roles do)
• Point of Sale in your plan

Step by step

1. POS cashierContacts & Partners

   Searches for the customer by name, phone or number, or adds a new contact with just a name.

   You see:The contact is picked, or created in Contacts & Partners.

2. POS cashierPoint of Sale

   Takes payment, optionally using loyalty points.

   You see:The sale shows the customer's name; points are earned and spent.

3. SystemPoint of Sale

   Records the customer in the audit trail as personal data.

   You see:A data request about that person finds the sale.

4. Tenant adminContacts & Partners

   Merges two duplicate contacts.

   You see:Past sales and the points ledger follow the surviving contact.

Related

• Contacts & Partners
• Point of Sale
• A supplier is a vendor in the shared register
• Accounting customers and suppliers are parties
• Clean up customers and vendors by conversation
• A retired supplier disappears from everyone's pickers
• An invoice is blocked until the customer's details are completed
• Connections between modules