Attach a customer and earn Cashpoints on the POS
Link the sale to a customer for receipts, history and loyalty points.
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You can link a sale to a customer to build purchase history and give loyalty points (Cashpoints).
Steps
- Open customer selection: Tap Customer on the POS.
- Search or create: Search by name, phone or email. If the customer doesn't exist, create a new one on the spot.
- Attach to the sale: Pick the customer – their name now shows on the sale.
- Take payment as usual: Any Cashpoints are earned automatically, and the purchase goes into the customer's history.
Redeem Cashpoints
If the customer has points to spend, it shows on the payment screen. Choose to use points as full or partial payment.
Good to know: Cashpoints must be set up in the back office first. See "Setting up the Cashpoints loyalty program".
Tip: Attaching business customers to the sale makes it easier to create invoice basis later. See "Business vs. private customers".
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