Square POS Register - Mandatory Customer for certain items

[TheGamingArena]

So I have a number of items that people will purchase in advance, that we need to link to a customer. These are usually tickets sold to an event. We would like to force our users for those items to select or add a customer.

So is there a way of forcing someone to enter customer information for certain types of items during the checkout process?

[#2]

Hi @TheGamingArena,

Thanks for your patience while we worked to get back to you here!

You've raised a great question, and I'd be happy to provide some more information about your options.

If you're providing tickets to an event where you are required to capture customer information, you could consider creating text box modifiers and marking these as required fields. For your customers, they will be prompted asking to enter the required information before proceeding to the checkout page.

It's important to note that when a customer places an order online, the information they provide at checkout, including their name and email address, will be linked to their order.

Are there specific additional details you require beyond the information that is already automatically collected?

[Laurie_]

Hi @TheGamingArena,

Thanks for your patience while we worked to get back to you here!

You've raised a great question, and I'd be happy to provide some more information about your options.

If you're providing tickets to an event where you are required to capture customer information, you could consider creating text box modifiers and marking these as required fields. For your customers, they will be prompted asking to enter the required information before proceeding to the checkout page.

It's important to note that when a customer places an order online, the information they provide at checkout, including their name and email address, will be linked to their order.

Are there specific additional details you require beyond the information that is already automatically collected?

[TheGamingArena]

Not sure if this was clear, but I don't have the issue with online orders, it is with purchases made through the Point of Sale in person.

I want it that if you purchase a ticket to an event, that the staff member can't sell the item without adding a customer to the sale.

There will be other items besides tickets to events, I am just using that as an example, and it won't always be easy to just tell the staff member to do it, as they might not realise some items require it.

[Breffni]

Just taking over for Laurie here @TheGamingArena. 

Thank you for clarifying that these would be in-person ticket sales. 

We don't have a mandatory field, but you may be able to use the Customer Directory in this instance. 

Once Add Customer After a Sale is enabled, you’ll see a customer icon in the top-left corner of the 'All Done' screen. Staff will tap the icon to associate a transaction with your customer’s profile.

You can create custom fields to collect and store new information on a customer’s profile, this way you can incorporate ticket-related fields. 

To get started: 

1. From the navigation bar at the bottom of your screen, tap More.

2. Tap Settings > Checkout.

3. Tap Customer Management and enable Add Customer During a Sale and/or Add Customer After a Sale.

Let us know if this option works for you. 

[TheGamingArena]

Yeah I already do this, my question is can I enforce my staff to do it with something in the system? My guess from the replies I have got so far is "no"...

I will just have to try and enforce this with my staff, but when things are busy this can get forgotten real easy. I would love something that forced the user to add a customer to an order.

[Sineaid · Accepted solution]

I've run a few tests on this to see if there is a workaround here @TheGamingArena

While there wouldn’t be a function that you can activate to ensure the customer is added to the sale, you could use Modifiers to prompt your team to collect the customer information.

If you were to create a Modifier titled - ‘Customer Must Be Added To This Sale’, for example. Then within that Modifier, enable ‘Customer can only select one modifier’. 

After applying the Modifier to your Item, you could then customize the Modifier at an item level to make it mandatory, meaning your team will always see the prompt when they process a sale against the item. You can also hide the Modifier on the customer receipt, and hide it for Square Online.

Under Modifiers within the item description, select •••  to customize. You can then make the Modifier mandatory at checkout.

Hope this helps!