How to Add a Customer to a Sale in Nexchar POS

Adding a customer to a sale is a simple process that can enhance your customer management and streamline transactions. Follow the steps below to quickly add a customer from the Sell Screen in Nexchar POS:

1. Navigate to the Sell Screen in Nexchar POS. This is where you can add products and customers to your current sale.
2. On the right-hand side of the Sell Screen, locate the "Select Customer" search box. Click on the text box to begin searching for your customer..
   
3. A customer page will appear in your sell screen. Start typing the customer's name or contact information. As you type, Nexchar POS will filter the results to help you find the correct customer faster. Once the correct customer appears, click the "Select" button to add them to the sale
   
4. If you can’t find your customer, don’t worry! You can quickly add a new customer without leaving the Sell Screen. Simply click the Add [+] button, and a new window will appear for you to fill out the customer’s details. Once completed, the new customer will be added to your sale.
   
   

Benefits of Adding a Customer to Your Sale:

• Track Customer Purchases: Associating sales with specific customers helps track their purchase history and spending habits.
• Enhance Customer Loyalty: When you add customers to sales, you can easily apply loyalty points and offer personalized discounts.
• Faster Checkout Experience: Easily locate and manage customer profiles for quicker, more personalized service.