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Overview of Customers

Authored by: Lili Cohen

ADMIN: Customers

To create a customer at POS, collect the customer’s First Name, Last Name, and at least one other piece of information such as email or phone number, etc. during checkout. Customers can be accessed and connected to future POS and Backoffice orders.

If the customer has a membership, please use their membership to create orders.

Creation Date: February 8, 2023
Created By: Cristina Rosales
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1. Login to ACME Backoffice

2. Click on Customers in the left nav

3. Click “View” on a customer line to view their information

Note: A customer’s information cannot be updated once their profile has been created. It is important to accurately gather and enter customer’s information to avoid creating duplicate customers. Step 3 screenshot


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