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Adding Customers to Sales

Attaching a customer to a sale enables loyalty points, purchase history tracking, and compliance requirements.

Quick Add Customer​

Step 1: Click Add Customer​

In the POS, click the Add Customer button or press F4.

Step 2: Search for Customer​

Search by any of these fields:

  • Name (first or last)
  • Phone number
  • Email address
  • License number

Step 3: Select Customer​

Click on the matching customer to attach them to the sale.

Scanning Driver's License​

For faster customer lookup, scan the ID barcode:

Step 1: Click Scan Icon​

Click the barcode icon next to the customer search field.

Step 2: Scan ID Barcode​

Scan the 2D barcode on the back of the driver's license.

Step 3: Automatic Match​

The system will:

  1. Parse the ID information (AAMVA format)
  2. Search for matching customer
  3. Auto-select if found
  4. Prompt to create if not found
Supported IDs

GreenPOS supports scanning driver's licenses from all 50 US states that use AAMVA barcode format.

Creating a New Customer​

If the customer doesn't exist, create them on the spot:

Step 1: Click "New Customer"​

After searching with no results, click Create New Customer.

Step 2: Enter Information​

Fill in the required fields:

FieldRequiredNotes
First Name✅
Last Name✅
Phone✅For notifications
EmailOptionalFor receipts
Date of Birth✅For age verification
Customer Type✅Medical or Recreational

For Medical Patients​

Additional required fields:

  • Patient License Number
  • License Expiration Date

Step 3: Save and Continue​

Click Save to create the customer and add them to the sale.

Customer Information Display​

Once a customer is attached, you'll see:

  • Name: Customer's full name
  • Type: Medical or Recreational
  • Loyalty Points: Available points balance
  • Tax Status: Tax-exempt indicator for medical
  • Purchase Limits: Daily/monthly limits (if applicable)

Removing a Customer​

To remove a customer from the current sale:

  1. Click the X next to the customer name
  2. Confirm removal
  3. Sale continues without customer
Medical Sales

Some states require customer attachment for all sales. Check your local regulations.

Quick Customer vs Full Profile​

Quick Add during checkout:

  • Basic info only
  • Faster checkout
  • Limited loyalty features

Full Profile from Customers page:

  • Complete information
  • Medical verification
  • Communication preferences
  • Address for delivery
Learn More About Customer Management →