Managing Customers

The Customers section in the Scantranx POS app allows cashiers to easily search for existing customers or register new ones. This feature is essential for loyalty programs, personalized discounts, and maintaining accurate customer sales history.

Searching for an Existing Customer

1. From the Sales Screen, tap the Customers button at the top of the screen.

2. You’ll see the Customer List screen displaying existing customers.

3. Use the Search Bar to find a customer by name or phone number.

4. Matching results will appear in a table showing:

   • Name

   • Phone Number

   • Customer Group (e.g., Loyalty, Wholesale, etc.)

5. Tap Select next to the customer’s name to assign them to the current sale.

6. The selected customer’s details (including loyalty points) will display on the sales screen.

Adding a New Customer

If the customer is not in the list, you can register them instantly.

1. Tap the Register tab at the top of the customer screen.

2. Fill in the following details:

   • First Name

   • Last Name

   • Phone Number

   • Email Address

   • Date of Birth (Optional) – used for sending birthday offers or loyalty rewards.

3. Tap Register to save the customer.

4. The newly added customer will automatically appear in the list and can be selected for the current sale.

Customer Groups

• Loyalty Customers: Eligible to earn and redeem loyalty points.

• Wholesale Customers: Typically receive special pricing or bulk purchase discounts.

Tips:

• Encourage every customer to register — it helps track purchase history and rewards.

• Use the search bar frequently to avoid duplicate customer records.

• You can update customer information later from the Admin Portal or Dashboard.