How do I add a customer to a ticket?

[susystamps]

I create a ticket when I receive an order, name the ticket the customer’s name, and put in info I need to make the order.  This is not an actual “sale” yet, so no customer is really added and no items are really selected, just a ticket is created. When I open the ticket to close the sale, then add the actual items they purchased, I can’t figure out how to attach the customer to it during that process.  I have to go in (on a desktop computer, not the app)  AFTER it’s finished and put the customer in.  If I don’t do that, the customer is not attached to that sale and their purchase does not show up in their customer info.  What am I doing wrong?  

This process is not ideal!  I should be able to create a ticket and select actual products (just like I’m creating/starting a sale) and be able to hold them like a ticket, to be updated when the order is complete and the purchase/payment is made...vs having to add the actual items when the transaction is made...this is redundant and info has to be put in twice.  I hope this makes sense!

[RHatch]

During the sale click the down arrow as shown here and select add customer.

[susystamps]

Thank you so much!

[OutlawBrewingNH]

After that step, when you go out to the ticket page there is no ticket listed with the customer name. You then have to hit, new ticket and then add the customer again. This process is just too much to do when it is busy and is inconvenient. Is there a simpler way to add repeat customers to a ticket in one step?

[Helen]

Hello again @OutlawBrewingNH.

So if you only need to add the customer information to track their orders you can create a new ticket by swiping their card. If the name can be read from card it will populate as the name of the ticket (sometimes, if a card is damaged, the name can't be read). However, this doesn't create a customer profile in your directory automatically or save the card information - but it might speed up the process if you need the name to track orders. You can then add the customer by selecting the down arrow when you open the ticket. 

I think you raise a good point here though about the additional steps required to create a new ticket and create a customer profile at the same time. I'll surface this the right teams. Hopefully we can improve this for you in the near future.