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

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 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

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.

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