Wix Retail POS: Adding Notes
1 min read
Important:
- This article is about Wix Retail POS tablet for brick & mortar businesses.
- For info on using POS on a mobile device, click here.
Keep track of important information by adding a note to an order or to a customer in your customer list. These notes are internal and won't be seen by your clients.
Notes you add in the POS tablet appear on desktop and vice versa.
In this article, learn how to:
Adding notes to a sale
Add a note to a sale to record such things as special instructions you received. The message is saved with all the other information about the order, in the Sales History tab.
To add notes to a sale:
- Open the POS tablet.
- Tap Sales History from the bottom bar.
- Tap the relevant sale.
- Tap Actions.
- Select Add a note.
- Enter the note and tap Save.
Tip:
You can also add a note when making a sale, after you collect payment.
Adding notes to a customer
Make a note of any important information about your customers so you can serve them better. These notes are internal for your and your staff.
To add notes to a customer:
- Open the POS tablet.
- Tap Customers from the bottom bar.
- Select the relevant customer.
- Tap Actions.
- Tap Add a note.
- Enter the note and tap Save.
Did this help?
|