Capturing customer details

View all Cashiers functions

You can assign a customer that is in the back office or add a new customer to the order and the customer will be created in Brightpearl when the completed order is processed.

Assign an existing customer to a basket

While at the basket

  • Tap on ‘Add customer profile’.
  • Search for an existing customer.
  • Select the customer that you want to assign to the sale.

NOTE: The following fields are searched:

  • First Name
  • Last Name
  • Company Name
  • All Emails
  • All phone numbers 
  • All addresses.

While at the delivery modal

  • Tap on the basket options (three red dots).
  • Select “Delivery”.
  • Tap on “Add customer”.
  • Search for an existing customer.
  • Select the customer that you want to assign to the sale.
  • Tap on “Save”.

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Removing the customer that has been assigned to a basket

  • After assigning or adding a customer to the basket, you can view/edit the customer details.
  • Tap the name of the customer that was added to the basket.
  • Tap ‘Remove'.


Viewing/editing the details of the assigned customers

  • After assigning or adding a customer to the basket, you can view/edit the customer details.
  • Tap the name of the customer that was added to the basket.
  • Tap ‘View/Edit'.

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Changing the customer that has been assigned to a basket

  • After assigning or adding a customer to the basket, you can view/edit the customer details.
  • Tap the name of the customer that was added to the basket.
  • Tap ‘Search again’.
  • Search for an existing customer.
  • Select the customer that you want to assign.


Adding a new customer

While at the basket

  • Tap on ‘Add new customer’.
  • Tap the ‘+’ button.
  • Enter the customer details.

While at the delivery modal

  • Tap on the basket options (three red dots).
  • Select “Delivery”.
  • Tap on “Add customer”.
  • Tap the ‘+’ button.
  • Enter the customer details.

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More information on the delivery modal can be found here.

 

Anonymous sales

For orders that do not have a customer assigned or added, then the Contact designated in the store settings for anonymous will be assigned in Brightpearl.

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