Managing Customers

The Customers screen in Scantranx POS allows you to search, add, and manage customer information directly from the POS terminal. This feature helps you link sales to specific customers, track loyalty points, and improve personalized service.

Search for a Customer:

1. On the main POS interface, click the Customers button from the top menu bar.

2. Ensure you are on the Search Customer tab.

3. Enter the Customer Name or Phone Number in the search field.

4. Click Search.

5. Matching customer details (including Name, Phone Number, Type, and Loyalty Points) will appear in the list below.

Tip:
Use the Search function before creating a new customer to avoid duplicates.

Add a New Customer:

1. Click the Customers button on the top menu bar.

2. Select the New Customer tab.

3. Fill in the customer details:

   • Firstname: Enter the customer’s first name.

   • Lastname: Enter the customer’s last name.

   • Email Address: Provide a valid email for receipts and promotions.

   • Phone Number: Add a contact number (used for quick lookups and loyalty tracking).

   • Date of Birth: Select the month and day (optional; used for personalized offers).

4. Click Register to save the new customer.

The customer will now appear in the main Customers list and can be linked to future sales.

Tip:
Including an email and phone number allows Scantranx to automatically send digital receipts and loyalty rewards.

Note:
Customer profiles created in POS sync instantly with the central database and are available across all connected store locations.

Link a Customer to a Sale:

1. While on the Sales Screen, click the Customer button.

2. Search for the customer using their name or phone number.

3. Click the customer record to attach it to the sale.

4. Proceed to complete the sale as usual.

Note:
All customer data is synced in real-time with your Scantranx dashboard and contributes to customer insights, loyalty tracking, and reporting.