Objective

Enable/Disable automatically creating customers when emailing receipts from the Sell Screen.

Setup

• Retail POS for Mac or PC

Steps

1.  Navigate to Setup
2. In General Settings
3. Click Yes/No for Automatically add customers from receipts

Additional Information

If a sale is completed and an email is sent to a customer, Retail POS will check if a customer is attached. If there is no customer attached Retail POS will check if the email address already exists in the customer records. If there is a matching customer, Retail POS will automatically attribute the sale to the existing customer. If there is no matching customer Retail POS will automatically create one.  

• Retail POS uses the start of the email address for the "First name" of the customer and also populates the email field.
• If loyalty is enabled in the store the customer will automatically be added to your loyalty program. The customer will not automatically be opted in to marketing and promotional emails.