How to Set "Cash Customer" as the Default in POS
To speed up the checkout process, you can configure your Point of Sale (POS) system to automatically assign a generic "Cash Customer" to new transactions. This is particularly helpful when processing quick sales where the customer prefers not to share their personal details, such as their name or mobile number.
Step-by-Step Instructions
- Open the POS Settings: From your main POS screen, locate and click on the Settings icon (the gear symbol) to open the configuration menu.
*[Image: POS screen highlighting the settings gear icon]* - Navigate to Global Settings: The "POS Local Settings" window will appear on your screen. Ensure you are viewing the Global Settings tab.
- Locate the Default Customer Option: Look for the setting labeled CASH Customer as Default Customer.
*[Image: Global settings menu showing the 'CASH Customer as Default Customer' toggle switch]* - Enable the Feature: Click the toggle switch next to this option. The toggle will turn green, indicating that the feature is now enabled.
- Save Your Changes: Click the Save Settings button (located at the bottom right of the settings window) to apply your new configuration.
- Verify the Update: The POS screen will return to the main register. You will now see that "Cash Customer" is automatically pre-filled in the top customer details fields.
*[Image: POS screen displaying 'Cash Customer' pre-filled in the customer fields]*
Why use this feature?
During high-volume periods, customers may not always provide their mobile number or name. By setting "Cash Customer" as the default, you prevent the system from requiring manual data entry. This allows your cashiers to instantly process anonymous transactions and keep the checkout line moving efficiently.
