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Adding a Customer to the Sale

You may now add a customer to a sale, without having to leave the Sell Screen. To add a customer to a sale, from the Sell Screen, follow the steps below:

1. In the right-hand search box, type the customer's name, phone number, email, company or customer code.

2. A drop-down matching customer's name will appear. You can keep typing more letters until the results are filtered enough to find your customer.

3. If your customer is not found, you can add the customer without leaving the sell screen. Just hit Add [X] as new customer, and Retail POS will open a window for you so you can add the customer.

To learn more about creating new customers and managing existing customers on Retail POS for Mac and PC, click this article here.

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