Magento POS(Point Of Sale) – How to Add New Customer

In this section, we will explain how to add a customer in the Magento POS system:

After the POS user opens the login page for the POS system on the frontend, he can log in with the username and password created by the admin as shown below in the snapshot.

After the agent is successfully logged in, he can see the categories, products, and the checkout/cart panel. Here the agent will add the customer products into the cart.

Now, click “Proceed to Checkout” button to slide open the choose customer panel on the left-hand side. Here you can select a customer by –

• Searching an already existing customer and
• Adding a new Customer.
• Searching already existing customer –

You just have to search the name of the customer. While typing in the name you can see the search suggestions populate according to the alphabets entered. Now, select the customer to proceed further.

• Adding a New Customer –

To add a new customer click the “New Customer” button at the choose customer section as shown below.

Clicking the “New Customer” brings up the fields to enter the new address details of the customer. Now fill in the required address details of the new customer like – First and Last name, Company, Street Address, City, State, Zip-Code, Country, Telephone number, Fax, and E-mail address.

Now, select the option “Ship to this Address” or “Ship to Different address” as per the need and click the “Continue” button.

Here, the agent will choose the payment type as cash and can see the amount to return. Now click on the Save Order to complete the order as shown below.

That’s all for – How to add a Customer in Magento POS system.