In Hike Point of Sale, you can associate an existing or a new customer to a sale without ever leaving the Enter Sale page which is kind of cool. Isn’t it?
The benefits of adding a customer to a sale, is many. As the business owner, you get data on repeat customers, and their buying habits. As a customer, they can easily be linked to loyalty programs, and find details of prior transactions if they wished to re-purchase.
On the Enter Sale page, on the top left side of your cart section click on Select Customer.
If you wish to add an existing customer or not sure, click on Search Customer and Hike will show matching names as you type. If the name exists, click on the customer name in the search results to associate with the current sale.
Alternatively, click on ADD NEW CUSTOMER button which will slide open the customer details screen to enter new customer detail. Enter customer details and save so the customer record will be created in the database and get associated with the current sale. Once added, the customer does not need to be re-added.
Note, you can always view and edit details of any customer assigned to a sale by clicking on the pencil icon. This will trigger the same customer information screen to slide out as per adding a customer.
For more information on adding customers, see this article: Add new Customers to Hike