This article has moved to a new home. View the updated version

Searching for and Adding Customers

  1. Search for and add customers to your sales or returns by tapping on the Add customer to sale or the Add customer to return button in the corner of your register screen.

Please Note: Only active customers will be displayed on search results.

  1. When your register is online, you can search for customers by simply partially or completely typing their name, email address (include the @ symbol) or phone number. As you type in more details, the search results will begin to narrow down helping you locate the correct customer.

  2. Once you have located the correct customer, simply tap on their name to associate them with the current transaction.

When you complete the transaction, it will be associated with their customer card in your Neto control panel.

If you are offline, searching for customers will not be available, but you can still associate your current transaction with them. Simply enter their first name, last name and email address in the Add customer to sale or Add customer to return window.

When your transaction synchronises to your Neto control panel, Neto POS will link the transaction to the customer with the same email address.

Was this article useful?

Be notified when this page is updated. Optional.

Last Modified: 28/09/2017 Neto Version: 1.10