Capturing customer details

View all Cashiers functions

You can assign a customer that is in the backoffice 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 an basket

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

NOTE: The following fields First Name, Last Name, Company Name, all emails, all phone numbers,  all address.

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'

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 customers

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

Anonymous sales

For orders that do have 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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