Available since DingPOS v3.4
How do I add or change the customer on a sale?
Attach the customer in the cart, or on the checkout screen: the Customer row under the amount opens the customer list when no one is attached, and offers Change Customer or Remove Customer when someone is. The customer chosen at checkout is the cart's customer, and stays on the cart if you cancel checkout.
- Changing the customer recalculates tier discounts, birthday offers, and points redemption right away. Cash or a deposit you already entered is kept and checked against the new total.
- Can't find them? Tap New Customer at the top right of the customer list, or in the middle when nothing matches your search. What you searched for fills the form — digits go to the phone, anything else to the name — and the new customer is attached to the sale.
- Tapping On Account with no customer attached opens the customer list, and On Account is selected once you pick someone.
- If the new customer pushes a manual discount past the operator's discount cap, a manager approves first; cancel the approval and the customer stays as it was.
Customers are part of the Standard plan; on Lite the row reads “Customers — Standard plan” and opens the upgrade details. The checkout Customer row arrived in v3.4; earlier versions attach the customer in the cart only.