Skip to main content
All CollectionsPoint Of Sale
Adding A Customer Or Consignor To A Sale At Check Out, or After The Sale.
Adding A Customer Or Consignor To A Sale At Check Out, or After The Sale.

How to attach a customer or consignor to a sale in order to record rewards, verify returns or email receipts.

Shandara Hart avatar
Written by Shandara Hart
Updated over a year ago

When a customer is ready to check out, it is common practice to ask if they "have shopped with us before, or have an account".

YES - Ask for their name to look them up.

In Ricochet POS,

  1. Click into the Consignor/Customer field (right side of the POS screen)

  2. Type in the First Name, Last Name, Email Address, or Phone Number

  3. Select the correct Consignor/Customer from the options that appear

  4. Continue with the sale

NO - Ask if they "would like to create an account for future benefits" such as:

  • Track receipts for returns

  • Receive emailed receipts rather than printed ones

  • Quicker check-out

  • Track rewards (if offered)

YES, add me!

In Ricochet POS,

  1. Click the '+' sign to the right of the Consignor/Customer field

  2. Complete the form that populates

  3. Click Save

NO, I don't like cool features.

In Ricochet POS,

  1. Continue with the sale

To attach a customer after a sale has completed:

In Ricochet,

  1. Click Reports

  2. Click Sales Detail Report

  3. Find the sale you want to update

  4. Click the edit pencil icon (far right)

  5. Click into the Customer field

  6. Type in the First Name or Last Name

  7. Select the correct Consignor/Customer from the options that appear

  8. Click Update

  • Note:

    • This permission may only be available to an Admin.

    • If you are using a rewards program, this will not update rewards, and you will need to do that manually in their account.

Did this answer your question?