Creation of customer in POS with default values

In order to create a customer in the POS with some default values, the default customer associated to the shop must have the values we want in those fields. Keep in mind that not all values are copied from the customer file (at the end I indicate the fields that the system does retrieve from the default customer).

Let’s imagine that we want all the customers created from the POS to have the possibility of paying on account. To do this, we must configure the default customer of the shop as we want new customers to be created. We access the default client configured in the shop (remember that each shop can have a different default client, or several shops can share the same one).

And on this client we fill in the parameters that we want to copy to the new client. In our example we are going to configure the following parameters:

+Mandatory credit limit: Yes

+Credit limit: 1000

+Allow on account: Yes

We now access the POS to create a new customer.

We fill in the data and once completed, the system creates it in HQ (since I have left the client creation configuration by Real-Time).

Once the POS has created the client, we access HQ to consult it and we see how these values have been copied.

Below is a list of the values that POS copies from the default customer file to the new customer:

I hope you find it helpful : ) See you soon on the blog.