What this helps you do

Attach the correct person to a cart and maintain the customer details needed for receipts, delivery, tax, and permitted marketing.

Before you start

Ask the customer for accurate details and permission. Do not invent an email, phone number, address, tax choice, or marketing consent just to pass checkout.

Steps

  1. Open Customers.
  2. Search with at least two characters of a name, email, or phone number.
  3. Open an existing customer, or select New customer.
  4. Enter any detail the customer provides, such as their name, email, phone, or address.
  5. Save, then choose Go to Cart or use the plus button beside an existing customer.
  6. On the profile, review addresses, tax choice, marketing permission, tags, and internal note.

Create a customer

Name, email, phone, and address are optional while creating a customer, but at least one detail must be entered. An email must be valid if entered. If you start an address, complete Address line 1, City, State, and PIN code before saving. Outlet checkout requirements do not apply to this screen; they are checked when you proceed to checkout. Delivery and some GST invoices also need a complete Indian address before checkout can finish.

When you open Add customer from the cart, search first to avoid making a duplicate. The plus button opens New customer. If your search already looks like an email address or Indian phone number, POS carries it into the matching new-customer field so you do not type it twice. Check it before saving.

When offline, a newly created customer is saved on that device and queued to sync. Previously loaded customer profiles and addresses can be read from this device's saved copies. If a profile has not been saved locally, POS shows Unavailable offline; reconnect to open it. Editing an existing customer's contact details requires internet.

Review an offline customer conflict

A customer created offline can match a profile that already exists when the device reconnects. POS keeps that saved customer and its waiting sales for review.

  1. Tap the saved-record review notice and open the customer. Customer review lists customers that still need attention.
  2. If several profiles match the contact details, select the correct person first.
  3. Compare Existing customer with Saved offline, including the shown address.
  4. Select the details to keep, then choose Apply choice. Blank offline fields preserve existing details. Waiting sales keep their recorded address and totals.
  5. If your choice was already applied, choose Sync customer to finish syncing. If the details changed while you were reviewing, use Review latest details and check them again.

This review needs internet and permission to manage customers. Ask an authorised staff member if the action is disabled. Do not create another customer to work around the conflict. An empty review list means no customers currently need review.

Use the customer profile

The profile shows member age, order count, and total spending. You can maintain:

  • contact name, email, and phone;
  • multiple Indian addresses;
  • internal note and comma-separated tags;
  • tax collection choice; and
  • separate email and WhatsApp marketing choices.

An internal note is not shown to the customer. Tags are labels for your team.

Choose shipping and billing addresses

Select an address to edit it, delete it, make it the default shipping address, or make it the default billing address. Use same billing address as shipping makes checkout use the shipping choice for both purposes. Turn it off when invoices must use a different billing address.

Deleting an address removes it from future selection. Check whether it is a default before deletion and choose the correct replacement afterward.

Understand Collect taxes

When on, the customer is treated as taxable under the product and store GST rules. Turning it off marks the customer tax-exempt. Do this only when the customer genuinely qualifies; it is not a discount button.

Understand marketing choices

Accepts email marketing and Accepts WhatsApp marketing record consent for promotional campaigns. An email is required before enabling email marketing, and a phone number is required before enabling WhatsApp marketing. Contact details alone are not consent.

Delete a customer

Delete only after confirming you have the correct record. Past order records remain business records, but the customer profile is removed from normal use. If that person is selected in the current cart, POS clears the selection.

If Upstorr says the customer has an older Digital purchase without independent email access, deletion is blocked to protect their downloads. Contact Upstorr support to resolve that access before deleting the profile.

What happens next

The chosen customer is attached to the cart. Checkout can use their defaults and validate required receipt, delivery, and tax information.

Common problems

  • Search does not start after one letter: Enter at least two characters.
  • New customer will not save: Enter at least one detail; if you started an address, complete it.
  • Address will not save: Complete Address line 1, City, State, and PIN code.
  • WhatsApp marketing will not turn on: Save a valid phone number first and confirm the customer agreed.
  • Editing is disabled: Reconnect; most profile updates require internet.
  • The wrong customer is in the cart: Select Add customer again and choose the correct record before payment.