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How To: Tag a customer to a bill
How To: Tag a customer to a bill
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
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 a credit note is issued. If the condition Never is selected customer selection is not mandatory for creating a POS Bill.
Step-by-step guide
Search the customer.
Click on the Tag button to tag the customer.
The tagged customer details will be shown in the Customer Information area of the POS Bill.
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