This guide explains how to configure the "Customer Name Mandatory" setting in your Point of Sale (POS) system. By enabling this feature, you require your staff to enter a customer's name before an order can be saved or processed. This prevents incomplete profiles (such as orders with only a phone number) and ensures you maintain accurate and detailed customer records.
To enforce the collection of customer names, follow these simple steps in your system settings:
Step 1: Navigate to your main system settings and click on the POS Local Settings tab at the top of the screen.
Step 2: Scroll through the options until you find the toggle switch labeled Customer Name Mandatory.
*[Image: POS Local Settings menu highlighting the Customer Name Mandatory toggle switch]*
Step 3: Click the toggle switch to enable it. The switch will visually update (typically turning green) to show it is active.
Step 4: Click the Save Settings button at the bottom right of the screen to apply your changes.
Once enabled, the system will actively monitor the customer details section during the checkout process.
Step 1: On the main POS dashboard, start a new order. For example, enter a phone number in the Customer Address field, but intentionally leave the Name field completely blank.
Step 2: Select the customer's items (e.g., shirts, trousers) and click the Save Order button on the right-hand menu.
Step 3: You will be taken to the payment screen. Proceed by clicking the final Save Order (or Save Order & Print) button.
Step 4: Because the name field was left empty, the system will instantly block the transaction and display a warning pop-up that says: "Please enter Customer details".
*[Image: Alert pop-up displaying the message "Please enter Customer details" preventing the order from saving]*
Step 5: Click OK on the pop-up alert. You must go back and input a valid name into the Customer Name field before the system will allow you to successfully save the order.
If your business workflow requires you to accept drop-off orders using only a phone number or without a name, you can disable this requirement.
Step 1: Return to Settings > POS Local Settings.
Step 2: Toggle the Customer Name Mandatory switch to the OFF position, and click Save Settings.
Step 3: With the setting disabled, you can now process an order, leave the customer name field blank, and click Save. The order will save automatically without triggering any warning pop-ups.
We highly recommend keeping the Customer Name Mandatory feature enabled. Collecting complete customer information helps prevent order mix-ups, improves your ability to search for past orders, and builds a much stronger database for your customer relationship management (CRM) and marketing efforts.
