Enable/Disable automatically creating customers when emailing receipts from the Sell Screen.
- Retail POS for Mac or PC
- Navigate to Setup
- In General Settings
- Click Yes/No for Automatically add customers from receipts
If a sale is completed and an email is sent to a customer, Retail POS will check if a customer is attached. If there is no customer attached Retail POS will check if the email address already exists in the customer records. If there is a matching customer, Retail POS will automatically attribute the sale to the existing customer. If there is no matching customer Retail POS will automatically create one.
- Retail POS uses the start of the email address for the "First name" of the customer and also populates the email field.
- If loyalty is enabled in the store the customer will automatically be added to your loyalty program. The customer will not automatically be opted in to marketing and promotional emails.