Before You Start

The Customers section helps you personalize service by adding customer details to orders. Track visits, spending, and customer history directly from the Selio POS.

Fullscreen Tutorial

Customer #

Add a New Customer to an Order #

1. Open an order via New Sale or Floor Plan.
2. Tap Actions > Customers.
3. Enter the customer’s phone number or email and tap Search Customer.
4. If no customer is found, tap Create Customer and fill in:
   • Email / Phone (auto-filled if searched)
   • First Name & Last Name
   • Optional: Birthday, Notes
5. Tap Save to add the customer to the order.

Add Existing Customer  #

1. Search using the customer’s phone or email.
2. If found, either:
   • Tap the customer’s name to instantly assign them to the order.
   • Or tap Details to review their info, then press Add to Sale.

View or Edit Customer Details #

1. On the order screen, tap Actions > Customers, or tap the customer’s name (top-right).
2. You can:
   • Edit Notes
   • Add Addresses (multiple supported)
   • Add Company Info (e.g., VAT number, company name)
   • View customer history:
     • Customer Since
     • Number of Visits
     • Average Spend
     • Last Visit Date
3. Tap Remove from Sale if you need to detach the customer from the current order.

💡 Pro Tip:

Capture full customer details (including company info) to personalize marketing campaigns and streamline B2B billing!