Associating a customer with a Shopify POS order

You can associate a customer with a transaction by adding the customer's name during checkout. Recording customer contact details is especially useful for sending receipts by email, or broadening your customer base for email marketing campaigns.

Find an existing customer to associate with the order

Shopify POS saves customer details, so if a customer purchases from you again, then you can quickly associate them with the order.

To associate an past customer with an order:

  1. In the Cart section of the products and cart screen, tap Add Customer.
  2. Choose one of your existing customers by doing one of the following:

    • tap the customer's name within the list of existing customers
    • begin to enter a customer's name in the search box, then tap the full name when it appears:
    Search customer ipad

Create a new customer to associate with the order

If a customer has not purchased from you before, then you can create a new customer profile for them from the Cart section of the products and cart screen.

To associate a new customer with an order:

  1. In the Cart section of the products and cart screen, tap Add customer:

    Add customer ipad
  2. Tap Create customer:

    Create customer ipad
  3. Enter the customer's details. A customer must have at least a name and an email address:

    Add customer dialog ipad
  4. When you've completed all the necessary fields (at least a name and an email address), tap Save. The customer will automatically be associated with the current cart.

Caution

You can create a new customer at this step only if the order is completed successfully (although you can add a new customer in your Shopify admin at any time).

Remove a customer's details from the cart

To remove a customer's details from the cart:

  1. Tap the - symbol next to the customer's name in the cart:

    Customer name in cart
  2. When the - symbol turns red, tap it again:

    Remove customer from cart

Associate a customer with an order

You can associate an order with a customer from the receipt screen at the end of the transaction:

  1. From the Shopify POS receipt screen, tap Add customer:
    Add customer button iphone
  2. Enter the customer's details.
  3. As you enter the customer's details, Shopify POS shows matching past customers beneath Customer results. If the customer's name is listed, then tap their name to auto-complete their details:
    Enter customer name iphone
  4. Tap the button.
  5. If you want to email a receipt to the customer, then tap Send email. Otherwise tap Don't send.

Remove a customer's details from the order

To remove a customer's details from an order:

  1. From the Shopify POS receipt screen, tap the - button next to the customer's name:
    Receipt screen with customer iphone
  2. When the - button turns red, tap it again to remove the customer's details from the order:
    Remove customer iphone

Create a new customer

If your customer hasn't ordered from you before, then you can create a new customer profile for them from Shopify POS. Then when you process an order for that customer in the future, you can quickly associate them with the order.

To create a new customer:

  1. From the Shopify POS products screen, tap the customer icon:

    Add customer android

  2. Enter your customer's first name, last name, and email address:

    New customer dialog android

  3. Tap the checkmark icon.

Associate a customer with an order

You can associate an order with a customer from the receipt screen at the end of the transaction:

  1. From the Shopify POS receipt screen, tap ADD CUSTOMER:
    Add customer button android
  2. Enter the customer's details.
  3. As you enter the customer's details, Shopify POS shows matching past customers. If the customer's name is listed, then tap their name to auto-complete their details:
    Enter customer name android
  4. Tap the button.

Remove a customer's details from the order

To remove a customer's details from an order:

  1. From the Shopify POS receipt screen, tap the X button next to the customer's name:
    Receipt screen with customer android
  2. A confirmation message displays at the bottom of the screen for a few seconds. If you want to undo removing the customer's details from the order, then tap UNDO:
    Undo remove customer android

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