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Managing Customers

Customer accounts are created and stored in the POS system to monitor and manage customer purchasing behavior. When customers make purchases, orders are linked to your CRM, enabling you to associate them with the customers’ previous purchase records or membership plans. This streamlines the process of encouraging repeat purchases through the membership system.

 

Searching and Registering Customers

Whether you are looking for a returning member or signing up a new one, you can perform both actions from the unified Customer Management screen.

 

Step 1. Enter the Customer Management Page

In the SHOPLINE POS app, tap the Add Customer button on the right side of the checkout screen.
1.1_EN.png

 

Step 2. Search or Create a Profile

You will see a search bar and customer details fields on the same interface.

  • To Search: Enter the customer's name, phone number, or email into the search bar. Existing customer profiles will appear in the results below.
    addexistingcustomer_EN_raw.png
  • To Create: If the customer is not found, or if you are registering a new member, you can immediately fill in the customer's information (Name, Phone, Email, etc.) on the same page, then configure the Accept Marketing SMS Subscription and Accept Email Subscription options as needed.
    addnewcustomer_EN_raw.png

Notes:

  • Before subscribing a customer to marketing emails or SMS, please first obtain their consent to receive marketing materials.
  • Customers can only subscribe to marketing emails if they have an email address, and can only subscribe to marketing SMS messages if they have a phone number.
  • The Accept Marketing SMS Subscription toggle is switched off by default. If enabled, sending marketing SMS messages will consume SMS credits. Go to Admin > My SMS to ensure you have sufficient SMS credits and enable the Member Mobile Number Registration/Unsubscription from Store sending scenario. For more information, please refer to "My SMS: Overview and Key Features."

 

Step 3. Confirm and Associate

  • For existing customers: Tap the correct search result to link the customer to the current order.
  • For new customers: After filling in the details, tap Register or Confirm to save the profile and automatically associate it with the order.
    • If both SMS and email subscriptions are enabled, the customer will receive the email first.
    • If the email or SMS cannot be successfully sent due to invalid email/phone number or other reasons, the customer can log into the online store by selecting the Forgot Password option.

 

Changing or Removing Customers for Orders

If, in any case, you need to change or remove a customer for an order, follow these steps:

  1. Click on the customer profile assigned to the order at the top of the cart.
    2.2.1 Click on the profile.png
  2. On the "Customer details" page, click either Remove or Change at the bottom to execute the corresponding action.
    Change profile.png

 

 

Viewing Customer Information

There are circumstances where you need to view customer information, such as when customers inquire about their reward points or when modifications to their information are required. Follow the steps:

  1. Click on the hamburger icon located in the upper left corner to expand the left navigation bar.
    3.1 Expand navigation bar.png
  2. Select Customer to access the customer list.
    3.2 Go to Customer.png
  3. Search for the customer by entering their information or scanning the membership code.
    Scan barcode.png
  4. Click on their account, and you can view their detailed information.
    3.4 View customer's details info.png
  5. If needed, you can edit the customer’s information directly on this customer details page.
    3.5 Edit info.png