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Getting Started

When a customer is checking out, you have the option to add a customer to the sale. This is a way to connect purchases to specific customer accounts. Through these accounts, customers can accumulate and use store credit, as well as utilize differing features through email, etc. You will find instructions on how to add a customer account to a sale with the following steps:

  1. Open BinderPOS Portal

  2. Find and select POS Settings

  3. From POS Settings, select Point of Sale

  4. After opening the Till, enter customer's name in the Select a Customer search bar

  5. Select the customer's name from the drop-down search

  6. The customer notes, store credit, and information will appear above the cart

  7. From here, you can continue with your sale and utilize these customer features