Customer Settings

In the Customer section, you can customize customer-related options such as:

• Download customers to device: Store customer data locally on the device for quicker lookups.
• Auto fill default customer: Automatically apply a default customer for each transaction.

Customer Address Fields #

You can choose which address fields to enable or mark as required in the customer profile:

• Enable Address Fields: Select the fields you want visible, such as Street, City, State, ZIP, Telephone, and Company.
• Required Address Fields: Mark fields that must be filled out when creating or editing a customer profile.
  

Customer Groups #

Customer groups in ConnectPOS allow you to categorize customers (e.g., VIP, Wholesale, Dealers).

• Add a new group by entering a name and clicking Add.
• Select customers by searching their name or email.
• Click Save.
• Customer groups will automatically sync with your eCommerce platform, ensuring consistency across systems.

Customer Information Fields #

You can choose which customer information fields are enabled in the profile, such as:

• First Name / Last Name
• Customer Number
• Last Purchase Date
• Account Balance
• Common Name / Last Salesperson

Select the fields you want to display, then click Save.