BEST POS - Create or edit a customer at the register

Create / Edit a Customer at the Register in BEST POS (Retail)

Summary

This article shows how to create a new customer or edit an existing one directly at the register: open the form, fill key fields (name, contact, tax group, price level, on account), save, and—if needed—attach to the current invoice. No screenshots required; labels and paths are explicit.

Step-by-step Instructions

1) Prerequisites

  • Cashier is logged in and has add/edit customer rights.
  • Tax groups and price levels are configured in Back Office.
  • If using On Account: know the policy (terms, credit limit, permissions).

2) Create a customer (during or outside a sale)

  1. From the sales screen, press Customer > New (or the mapped Create customer key).
  2. Fill key fields:
    • Name (required), Phone, Email, Address.
    • Customer number (unique) or scan a card for the ID.
    • Tax group and Price level (P1–P4) as needed.
    • On Account: enable, set terms and credit limit if applicable.
    • Notes (e.g., preferences, documented exemption).
  3. Click Save / OK.
  4. If an invoice is open: Attach to invoice when prompted, then confirm.
  5. Check: customer name appears in the header; taxes/pricing follow the profile.

3) Edit an existing customer

  1. Open Customer > Search, filter (name, phone, number), select the customer.
  2. Choose Edit, update fields (tax group, price level, contacts, account).
  3. Save and re-attach to the current invoice if needed.
  4. Check: pricing and tax now calculate correctly.

4) Variants (if applicable)

  • Quick create via card: scan a loyalty card to auto-fill the ID.
  • Outside a sale: create/edit from the main menu if no ticket is open.
  • Back Office: for bulk import or merging duplicates, use Back Office (separate article).

Fixes and FAQs

  • Cannot save: missing required field (e.g., Name) or Customer number already in use; correct and retry. Also check permissions.
  • Wrong taxes: incorrect tax group; edit the profile, then re-attach the customer to the invoice.
  • Wrong pricing: incorrect price level; update the profile and recalc (Subtotal).
  • On Account unavailable: enable On Account, set terms/credit limit, and make sure the customer is attached to the invoice.
  • Duplicates: search by phone/number, keep the most complete record, and plan a merge in Back Office.
  • Data protection: restrict sensitive fields to authorized roles; record consent where required.

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