Cashier Integration
Attach customers to sales at the point of sale to automatically build purchase history and track spending over time.
Selecting a Customer
In the cashier, use the customer search dropdown to find and attach a customer to the current sale. Results appear as you type.
Customer Select DropdownLive Preview
maria
M
Maria Garciamaria@example.com
12 visitsS
Sarah Thompsonsarah.t@example.com
7 visitsCustomer Chip
Once a customer is selected, a compact chip shows their name and key stats. The customer remains attached throughout the sale.
Selected CustomerLive Preview
M
Maria Garcia12 visits · $4,850.00 spent
Remove before checkout
Click the X button on the chip to detach the customer before completing the sale. This does not delete the customer record.
Quick Add Customer
If the customer does not exist yet, create a new record directly from the cashier without leaving the sale.
Quick Add FormLive Preview
New Customer
Automatically selected
After creating a customer via Quick Add, they are automatically attached to the current sale. You can continue building the cart without any extra steps.
How Purchases Link
When a customer is attached to a sale, the full transaction is linked to their profile.
- Select or create a customer in the cashier.
- Complete the sale with items, payment, and optional discount.
- The sale operation is linked to the customer's profile automatically.
- Visit count and total spent are updated in real time.
Offline Customer Search
Customer search works with limited functionality when your device is offline.
- Cached customers
- Recent customer records are cached locally. You can search and select from cached customers even without a network connection.
- Quick Add queued
- New customers created via Quick Add while offline are queued and synced to the server when connectivity is restored.
- Limitations
- Customers added by other team members since the last sync will not appear in offline search results.
Offline data may be stale
When offline, customer stats (visit count, total spent) reflect the last sync. Recent transactions processed by other devices are not included until reconnection.