How to Make Customer Type Selection Mandatory

To ensure accurate reporting and proper discount applications, it is important to categorize your customers correctly (e.g., Premium, Walk-in, VIP, etc.). By enabling the Customer Type Mandatory setting, you can require your staff to select a specific customer category before the system allows them to save or finalize any order.

Part 1: Enabling the Mandatory Setting

Follow these steps to turn on the requirement in your global settings.

1. Navigate to your main Settings and open the POS Global Settings window.
2. Scroll through the settings options to locate Customer Type Mandatory.
   
   *[Image: POS Global Settings window highlighting the Customer Type Mandatory toggle switch]*
3. Click the toggle switch to enable it (turn it ON).
4. Click the Save Settings button in the bottom right corner of the window to apply your changes.

Part 2: Processing an Order with a Mandatory Customer Type

Once the feature is activated, the workflow on the main point-of-sale (POS) screen will change slightly to enforce the rule.

1. Return to your main POS dashboard and begin a new order by selecting a customer and adding items to the cart.
2. Before saving the order, locate the C-Type (Customer Type) dropdown menu in the top right corner of the screen.
   
   *[Image: Main POS dashboard showing the C-Type dropdown menu in the top right corner]*
3. Click the dropdown to view your pre-configured customer categories (e.g., Express, Premium, Cash Customer, Membership 50%, etc.).
4. Select the appropriate customer type from the list.
   
   *[Image: Expanded C-Type dropdown showing the list of available customer categories]*
5. Once a valid type is selected, you can click Save Order to finalize the transaction.