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How do I select a customer account at the cash register?

Shopify — If you don't select a customer for a sale at the cash register, the sale is assigned to a default customer account or a new anonymous one.

Note: Pickware POS for Shopify is being discontinued. For new cash registers, we recommend Shopify POS. Learn more in Shopify POS and Pickware.

If you don't select a customer for a sale at the cash register, all sales are assigned to a default customer account, provided you have configured this. Otherwise, a new anonymous customer account is created for each sale.

However, you can also select an existing customer account at the cash register or create a new one, as long as you haven't selected a payment method yet. Purchasing with a customer account offers your customers the following advantages over anonymous purchasing:

  • The customer group and any resulting different prices are taken into account

  • Offline orders can be clearly allocated to a customer's online orders

  • Orders can alternatively be shipped to the customer by post if they don't want to take the order with them right away

Select an existing customer

To select an existing customer account, tap Add customer at the top right and then search for the relevant name or customer number. If you use customer cards, you can also scan the barcode to select the relevant account directly. You can find more on the topic of customer cards here.

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Create a new customer account

To do this, also tap Add customer and then Create new customer.

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A window then opens for entering the customer data. Please note that all required fields for creating a customer account in the online shop must also be filled in so that the customer account can be created in Pickware without any problems. Finish your entry by clicking the Create button at the bottom.

Using the forgot password function, the customer can set their desired password for their account at a later point and log in to your online shop directly.

When a new customer is created via the app, the following flows from the Flow Builder are started:

  • checkout.customer.register (welcome email)

  • customer.recovery.request (email for setting the password)

  • newsletter.register (if newsletter registration was activated)

You can adjust the flows at any time if needed. You can find more on this here.

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