Looking Up a Customer in the POS App

To look up a customer using Customer Lookup:

1. Tap the three lines in the top left of the POS to open the slide out menu

2. Tap Customers then Enter all or part of the customer's Name in the Search bar. You can also scan a QR code from a third party loyalty app. You will need the proper scanner capable of reading QR codes to use the scan feature.

 You can also type in part of a phone number or email address.

3. Scroll through the list of matching results and tap the customer you're looking for to view the customer details. You can also tap Assign to add the customer to the open ticket.

   

   • You can also search for a customer using the to camera by scanning a barcode or QR code. Look for the camera icon throughout the app and allow Silver Essentials to access your camera to get started. 

   

You can also add the customer to a sale, edit the customer record , add customer notes, or view the customer's recent sales and recent history.

 If you cannot find the customer you are looking for, search

On an iPhone or iPod Touch, tap the Customer Lookup button and enter your search criteria.  If you do not locate the customer, tap Cancel, and tap New Customer.

This feature is only available on the iOS platform.