BEST POS - Attach customer during sale

Attach a Customer During the Sale in BEST POS

Summary

This article explains how to search and attach a customer to an in-progress transaction to apply price levels (P1–P4), taxes, account terms (On Account), and references (PO/Job). It also covers quick create at the register and pre-tender checks.

Step-by-step Instructions

1) Find the customer

  1. At the register, click Customer or use the shortcut.
  2. Search by name, phone, email, loyalty card, or ID.
  3. Select the customer from results and confirm to attach.

2) Quick-create if not found

  1. Click New.
  2. Enter minimal fields: Name, phone or email, and tax group.
  3. Save, then attach the new customer to the current sale.

3) Verify price, tax and terms

  • Price level (P1–P4): ensure it applies across line items.
  • Tax group: click Subtotal to recalc if address/ship-to changes.
  • Customer account: if allowed, On Account becomes available per limit/terms.

4) Enter references (PO / Job) and messages

  • Use the Reference field for PO/Job when required by company policy.
  • Add an invoice message if needed (customer instructions).

5) Pre-tender checks

  • Click Subtotal to recalc discounts and taxes.
  • Review any customer alerts (notes, blocks).

Fixes and FAQs

  • Customer not found: try a partial number, a name variant, or scan the loyalty card.
  • Wrong prices: confirm the customer’s price level and re-run Subtotal.
  • Wrong taxes: confirm the tax group and ship-to when it is a delivery sale.
  • On Account not available: check the customer terms and credit limit.
  • PO required warning: enter the Reference before Subtotal.

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