Customer profiles allow you to record and use customer information in Retail POS. There are multiple ways your customer database can be managed:
Linking sales to a customer account
To link sales to an existing customer account, navigate to Sell > Sell and start typing the customer's name into the Add a customer field at the top of the sell screen. The customer account will appear. Click on this to attach the customer to the sale.
Searchable fields within the customer information
Retail POS searches for three fields: first name, last name, and customer code. You may scan a bar code into the customer code field, or you may wish to populate this with the customer's phone number or other identifying data which you can use to look up a customer in Retail POS.
The customer code can also be used to create loyalty cards.
For more information on adding customer information, refer to our Adding Customers in Retail POS (X-Series) guide.
Tracking sales for customers
Retail POS saves a customer's sales history in their customer profile, which you can access by navigating to Customers > Customers.
Locate the customer you wish to see sales for, click the customer to expand, and click View sales. This will take you to the Sales history and display a list of all sales recorded against the customer.
You can also use the Store credit, Account, and Loyalty tabs to review the customer's balances.
Reporting on customers
Retail POS has several reporting options for customer information. You can view the sales history for an individual customer as detailed above, or you can filter sales reports by customer. To do this, navigate to Reporting > Sales reports and select Customer from the Report type drop-down.
You can also export customer account information into a convenient spreadsheet.
Retail POS allows API connection if you want to link your customer data from Retail POS to another CRM database. This is a technical process that may require the assistance of a developer to implement. We recommend speaking with your IT provider and referring to the Lightspeed Retail (X-Series) API Documentation Hub.