Customer Selection and Management in POS

Although you can sell without associating a customer, linking sales to contacts allows you to:

• Issue A/B invoices with correct fiscal data.
• Keep purchase history per customer.
• Apply special price lists or differentiated commercial conditions.

Select an existing customer

1. On the POS screen, click "Select customer".
2. Search by:
   • Name or legal name.
   • Document / Tax ID (CUIT).
   • Email or phone (according to configuration).
3. Select the customer from the results list.

Once selected:

• The customer is associated with the current sale.
• The price list assigned to that contact will be applied, if applicable.
• The suggested receipt type may change according to their fiscal condition.

Create a new customer from POS

When the customer doesn't exist yet:

1. From the customer selector, choose the "Create new customer" option.
2. Complete minimum data:
   • Name / legal name.
   • Contact data (email, phone).
   • Fiscal condition (if applicable).
3. Save the new contact.
4. POS will automatically associate it with the current sale.

Required and optional fields may vary according to your company's configuration.

Change the customer of an ongoing sale

If you selected an incorrect customer:

1. Open the customer panel in the current sale.
2. Click "Change customer".
3. Select the correct contact or create a new one.

While the sale hasn't been collected, you can freely change the associated customer.

Relationship with Contacts module

All customer information created or edited from POS is also saved in the general Contacts module.
From there you can:

• View purchase history.
• Update fiscal data.
• Assign price lists, payment terms, or other advanced attributes.

Complete module documentation is in the
Features · Contacts section.