2. Other important functions in POS

Below are some other important functions in POS:

• Register customers
• Purchase history on a customer
• Picklist
• Copy receipt
• Lookup a product using its barcode
• Update and restore POS data

Register customers

To register customers in the POS, do the following:

1. Start a New sale and tap Add customer.
2. Look up a customer by entering the customer's name or mobile number.
3. If the search does not yield any results, select the Create new button.
4. Enter customer information in the relevant fields and tap Save to store them. 
5. When creating a new customer profile, ask the customer for consent to process their personal data. 
6. To add more information about the customer such as e-mail address, address, gender, and such, tap the drop down arrow next to Customer information.
7. You can now complete the sale and the purchase will be saved on the customer's profile.

If a customer is already registered in the POS, it only takes a few seconds to lookup and add the  customer to the sale.

Purchase history on a customer profile

There are two ways to view a customer's purchase history, given that you have registered the customer in the POS.

1. Search for the customer outside a sale
2. Search for the customer on an ongoing sale

Search for the customer outside a sale transaction

1. In the main window, tap More... 
2. Select Search under Customer.
3. Look up a customer by entering the customer's name or mobile number.
4. Select the relevant customer.
5. A pop up screen will open where customer information will be displayed.
6. To view 'Purchase history', tap Show more purchases. 

Search for the customer while processing a sale transaction

1. Start a New sale and tap Add customer.
2. Look up a customer by entering the customer's name or mobile number.
3. Select the relevant customer.
4. The customer is now added to the sale.
5. To view the customer's purchase history, tap the information icon next to the customer's name.
6. A pop up screen will open where customer information will be displayed showing the customer's purchase history.

If a customer does not have the receipt or return note with them, they can still make a return if you can retrieve the purchase from their purchase history view.

To make a return from the purchase history view, do the following:

1. Start a New sale and tap Add customer.
2. Look up a customer by entering the customer's name or mobile number.
3. Select the relevant customer.
4. The customer is now added to the sale.
5. To view the customer's purchase history, tap the information icon next to the customer's name.
6. Select the relevant sale from their purchase history.
7. A list of product(s) included in that purchase will be displayed.
8. Select the product(s) the customer would like to return.
9. If the returned item is defective, tap on that salesline and select Return defect item.
10. Tap Done and select the relevant option for pay back.

Picklist

A Picklist is a log that lists all items with quantity that have been sold the day before (or from the date and time you choose). This log tells you what items need to be retrieved from the inventory storage to keep shelves on your shop floor well stocked.

To print a picklist, do the following:

1. In the main window, tap More... and then select POS.
2. Go to the Replenishment section on the left, tap Picklist
3. Select the desired 'date and time' and then tap Print.
4. A picklist will now be generated.

Copy receipt

You can print a copy of the customer's receipt if needed.

Do the following:

1. In the main window, tap More... and then select Copy receipt.
2. Select the relevant receipt from the list to print a copy.
3. You can also use the search bar to lookup a receipt using the receipt number.

Enter barcode manually

If a barcode is worn/not readable with the scanner, you can enter the barcode manually.

Do the following:

1. Start a New sale.
2. On the left side of the sales window, select the Enter barcode field.
3. Enter the barcode number shown on the price tag.
4. Once this is done, the product that matches the search will be added to the sale.

Update and Restore POS data

Product catalog data is synced with the POS every 15 minutes. To update the data right away you can use the Update Data function.

If the POS data for some reason still is not synced correctly you can use the Restore function. This function removes all data and then restores it. This may take a while and is not recommended to do during store's opening hours.

To update or restore data, do the following:

1. In the main window, tap More... and then select POS.
2. On the bottom left side of the menu, you will see the Advanced section.
3. Tap Restore Data to access the Update Data and Restore function.
4. Select Update Data to manually trigger an update to synchronize data.
5. Select Restore only if needed (this process can take several minutes).