mO SharemO Share

How To: Tag a customer to a bill

Owned by
Aparajita Basu Roy
Sept 14, 2022
1 min read

Tagging a customer to a bill allows the users to understand and follow customer buying patterns. The HO user can use the master policy to make customer tagging mandatory for stores.

Pre-requisites

  1. If the Customer Selection Mandatory for POS Bill Master Policy is enabled - no POS bill, Credit Note, or Debit Note can be made, without tagging a customer. The policy can be applied with 2 possible conditions - Always and Only when credit note is issued. If the condition Never is selected customer selection is not mandatory for creating a POS Bill.

Step-by-step guide

To tag a customer, follow the steps below:

  1. Search the customer.

  2. Click on the Tag button to tag the customer.

  3. The tagged customer details will be shown in the Customer Information area of the POS Bill.