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Managing customers in Retail POS (X-Series)

Customer profiles allow you to record and use customer information in Retail POS. There are multiple ways your customer database can be managed:

Linking sales to a customer account

To link sales to an existing customer account, navigate to Sell > Sell and start typing the customer's name into the Add a customer field at the top of the sell screen. The customer account will appear. Click on this to attach the customer to the sale.

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Searchable fields within the customer information

Retail POS searches for three fields: first name, last name, and customer code. You may scan a bar code into the customer code field, or you may wish to populate this with the customer's phone number or other identifying data which you can use to look up a customer in Retail POS.

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The customer code can also be used to create loyalty cards.

For more information on adding customer information, refer to our Adding Customers in Retail POS (X-Series) guide.

Create new customers from the sell screen

To create a new customer from the sell screen, navigate to Sell > Sell and type the customer's name into the Add a customer field. When this name is not recognized by Retail POS, the Add "X" as a new customer option will appear.

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Click this to launch the Add customer screen, where you can enter the rest of your customer's contact and address information. Then, click Create new customer.

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For more information on adding customers, refer to our Adding Customers in Retail POS (X-Series) guide.

Customer information capture

Retail POS allows you to save customer details, including a customer's phone number, email address, website and Twitter URL's, and physical address.

For more information on adding customers, refer to our Adding Customers in Retail POS (X-Series) guide.

Customer groups

Retail POS allows you to assign your customers to customer groups. Each customer can only belong to one group at a time. A new customer is automatically assigned to the group "All Customers", but you can manually assign them to another group.

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New customer groups can be added through a CSV file, or by navigating to Customers > Groups and clicking the Add Group button. You can use customer groups to apply promotions or price books.

For more information on customer groups, refer to our Using Customer Groups in Retail POS (X-Series) guide.

Tracking sales

Retail POS saves a customer's sales history in their customer profile, which you can access by navigating to Customers > Customers.

Locate the customer you wish to see sales for, click the customer to expand, and click View sales. This will take you to the Sales history and display a list of all sales recorded against the customer.

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The customer profile also displays the customer's outstanding Account balance, Loyalty balance, and Store credit balance. 

Reporting

Retail POS has several reporting options for customer information. You can view the sales history for an individual customer as detailed above, or you can filter sales reports by customer. To do this, navigate to Reporting > Sales reports and select Customer from the Report type drop-down.

Customers-Reporting.png

You can also export customer account information into a convenient spreadsheet.

API access

Retail POS allows API connection if you want to link your customer data from Retail POS to another CRM database. This is a technical process that may require the assistance of a developer to implement. We recommend speaking with your IT provider and referring to the Lightspeed Retail (X-Series) API Documentation Hub.

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