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shopify find customers who pos

POS: Shopify POS customers || Shopify Help Center tracking customer contact details is,especially us

Shopify Help Center

Updated on Mar 15,2023

POS: Shopify POS customers || Shopify Help Center

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POS: Shopify POS customers || Shopify Help Center

tracking customer contact details is,especially useful for selling in person,so you can send receipts by email but,it's also a great tool to broaden your,customer base for email marketing,campaigns with the all new Shopify,point-of-sale you can save customer,contact and shipping details today we're,demonstrating how to add an existing,customer to a cart how to add a new,customer to the cart and how to find a,customer's order history hey everyone,this to tango here with Shopify let's,jump right into the all new POS app and,get started we're starting with a,product in the cart that's ready for,checkout you can add a customer to the,cart in two ways first if you have the,ad customer tile on your homepage tap,this button if this is the customer who,hasn't purchased for me before then tap,new customer and fill out the contact,information otherwise type the customers,name or email into the search box then,tap the customers name to add them to,the cart you can remove a customer from,the cart by tapping remove customer in,the smart grid tile or by swiping left,on the customer name in the cart the,second way to add a customer to the cart,is to tap more actions and then tap Add,customer if this is a customer who,hasn't purchased from you before tap new,customer and fill out the contact,information otherwise use the search bar,to type out the customers name or email,into the search box then tap the,customers name to add them to the cart,you can also create a new customer,through the main menu tap the menu,button and then tap customers on the new,page tap new customer enter the,customers contact information,well not all details are mandatory you,need to enter at least a first name for,the customer to save the customers,details without adding the customer to,the cart disable add customer to cart,you can also enable excepts marketing if,the customer would like to receive,emails from your company in the future,or enable tax exempt if you do not want,to charge this customer taxes on any,orders when you're finished making,changes tap save the new customer is now,saved if you ever want to find an,existing customer open the customer,section and select,named from the customer list or use the,search bar to enter a customer's name or,email then tap the customers name in the,search results to see their information,if you're on the home screen of your POS,app use the global search bar at the top,of the page to search by name or email,address then tap customers to see the,results and tap on the customers name in,the search results from here you can add,the customer to the cart or see their,history in your store like how long this,person has been a customer for how many,orders they've placed and how much money,they spent in your store if you ever,want to make changes tap Edit to open,their contact information so you can,update it you can edit the current,address on file or tap manage addresses,to add a new address to their file tap,add note if there are specific details,you'd like to remember for the next time,they shop with you and finally you can,edit marketing and tax-exempt details,now you know how to add and edit,customer details and add a customer to,the cart if you'd like to learn more,about using the Shopify POS app,subscribe now and if you have any,questions comment below or contact us,directly at help Shopify dot-com slash,questions

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