Adding a customer and capturing customer details

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.

If the added customer has a price list different to the store’s and/or a profile discount, the related notification icon(s) appear(s) next to the customer’s name.

For more details please see Applying customer profile price lists and discounts.

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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'.


If the customer who is being removed had a profile price list and/or discount applied to the basket, then the price list will be reset to the store’s default and the profile discount will be withdrawn. This will result in the basket row values getting recalculated and any applied offers re-evaluated.

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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

  • Tapon the basket options (three red dots).
  • Select“Delivery”.
  • Tapon “Add customer”.
  • Tapthe ‘+’ button.
  • Enterthe 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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