Adding Customers During Order Creation in OpenCart POS: A Guide for Agents


In OpenCart's Point of Sale (POS) system, agents can add customers to orders. This feature enables better customer management and tracking within the system. Agents can either add new customers or select existing ones while processing POS orders.

Adding a New Customer

  1. Navigate to Customer Menu: Click on "Customer" in the OpenCart POS interface.
  2. Select "Add New Customer": Click on the "Add New Customer" option to initiate the customer creation process.
  3. Fill in Customer Details:
    • Customer Group: Choose the appropriate customer group from the dropdown menu.
    • First Name: Enter the customer's first name.
    • Last Name: Enter the customer's last name.
    • Email: You can either fill in the customer's email address or leave it blank. If left blank, a default email address will be generated (e.g., [email protected]).
    • Telephone: Input the customer's contact telephone number.
  4. Save Customer: After filling in the required details, click on the save button to add the customer to the system.

Selecting an Existing Customer

  1. Access Customer Search: While processing a POS order, locate the customer section.
  2. Search for Customer: Type a few letters of the customer's name or email address in the search box.
  3. Select Customer: From the search results, click on the desired customer to select them for the current order.

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Editing Customer Details

  1. Navigate to Customer Menu: Click on "Customer" in the POS interface.
  2. Search for Customer: Use the search feature to find the customer whose details you want to edit.
  3. Edit Customer Details: Click on the customer's name to access their profile. From there, you can edit any necessary details such as name, email, or telephone number.
  4. Save Changes: After making the required edits, save the changes to update the customer's information in the system.

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OpenCart's POS system empowers agents to efficiently manage customer information during order processing. By adding new customers or selecting existing ones, agents can streamline transactions and enhance customer service. This feature ensures accurate tracking of customer interactions and facilitates personalized experiences.