Printed from https://zeropos.shop/help/find-a-customer

Find a customer

Look a customer up by name, phone or email at the till while selling, or in the Customers list. At the till you can add a new one on the spot.

How-toFor: sellers · managersWhere: BACKOFFICE › CustomersChecked 12 Oct 2026Step 6 of 11 · Your first shift at the till

On this page

Steps

Step 1
On New Sale, type a name, phone or email in the Customer box.
Step 2
Tap the right person in the results to link them to the sale.
- Unlink lets them go again.
Step 3
Nobody found? Fill in Full name, Phone number and Email under the box to add them.
- If the email is already on file, tap Use this record instead of creating a second customer.
Step 4
Finish the sale as usual: the new customer's file is created with it.

Step 5
Open BACKOFFICE › Customers.
Step 6
Type in Search name, email, or phone...; it matches the same three fields.
Step 7
Narrow the list with the date buttons, All regions, Added at location, Added by or My customers.
Step 8
Tap a name to open the customer's file (The customer file).

A linked customer's sale goes on their file: it shows under Invoices and earns points when the shop uses them.
When the customer has store credit, it appears under Payment methods as soon as they are linked (Store credit).
A walk-in sale stays without a customer. To add one afterwards, edit the invoice (Edit an invoice).

A name is found without its accents or capitals, at the till and in the list: “ibanez” finds Ibáñez. A phone number or an email matches as it was saved: a number stored with spaces will not match when typed without them.
Missing email shows the files without an email, so you can complete them before their next sale.
Roles allowed to see money also see Net spend: each customer's sales less their refunds, the Net on their file. The Customers' spend tile counts sales only, so with refunds the rows add up to less.