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    6. Wix Retail POS: Managing Your Customer List

Wix Retail POS: Managing Your Customer List

2 min read
Important:
  • This article is about Wix Retail POS tablet for brick & mortar stores. 
  • For info on using POS on a mobile device, click here.
Keep track of customer details so you have a record of all their purchases connected to their name. The next time the same customer is checking out, you can quickly select them to add them to the sale.   
In this article, learn how to:

Adding a new customer

You can add a customer to your customer list at any time. 

To add a customer:

  1. Open the POS tablet. 
  2. Tap Customers on the bottom bar. 
  3. Tap + New Customer.
  4. Enter the customer's name and email address.
  5. (Optional) Add additional information:
    1. Tap Add More Info.
    2. Enter the customer's phone number and address
  6. Tap Save.

Viewing a customer's sales history

If you added a customer's name to a sale during checkout (or added it to the sale later), you'll have a record of every purchase a customer made.

To view the sales history:

  1. Open the POS tablet. 
  2. Tap Customers on the bottom bar. 
  3. Select the relevant customer.
  4. Tap a sale to view additional details.
Tip:
After selecting a sale, you can tap Actions to print or email a receipt, issue a refund, or exchange products.

Adding a note

Serve your customers better by adding notes to customer records. These notes are internal and won't be viewed by the customer.

To add a note:

  1. Open the POS tablet.
  2. Tap Customers from the bottom bar.
  3. Select the relevant customer.
  4. Tap Actions.
  5. Tap Add a note.
  6. Enter the note and tap Save.

Remove a customer

Keep your records up to date by removing customer details that are no longer relevant.

To remove a customer:

  1. Open the POS tablet. 
  2. Tap Customers on the bottom bar. 
  3. Select the relevant customer.
  4. Tap Edit.
  5. Tap Delete.
  6. Tap Delete to confirm.
Tips:
  • Site contacts on your desktop site are automatically added to your customer list. 
  • You can create new customer listings during checkout by tapping Select Customer in the cart and then +New Customer.

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In This Article

  • Adding a new customer
  • Viewing a customer's sales history
  • Adding a note
  • Remove a customer

Related Content

Wix Retail POS: Managing Your Sales History

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