Customers

Pro Feature

The Customers screen requires WCPOS Pro. Free users can select existing customers for orders but cannot view the full customer list or edit customer details.

The Customers screen provides comprehensive customer management directly within the POS. View, edit, and create customers without switching to the WooCommerce admin.

Interface Overview

Header Actions

At the top of the screen:

• Search bar - Find customers by name, email, etc.
• Add Customer () - Create a new customer
• Display settings () - Configure visible columns

Customer Table

The main area displays customers with:

• Avatar - Customer profile picture (or placeholder)
• First Name - Customer's first name
• Last Name - Customer's last name (sortable)
• Email - Contact email address
• Billing Address - Full billing address
• Date Created - When the customer was added
• Actions - Three-dot menu

Footer

• Customer count with sync button

Key Features

Customer Search

Find customers quickly by:

• First or last name
• Email address
• Address information

Add New Customer

Create customers directly from the POS:

1. Click the icon in the header
2. Fill in customer details
3. Save the new customer

The customer is created in WooCommerce and immediately available for orders.

Edit Customer

Update customer information:

1. Click the three-dot menu on a customer
2. Select Edit
3. Modify details (name, email, addresses)
4. Save changes

Changes sync to WooCommerce automatically.

Display Settings

Click the sliders icon () to customise visible columns.

Customers Display Settings

Available Columns

Column	Description
Image	Customer avatar
ID	WooCommerce customer ID
First Name	Customer first name
Last Name	Customer last name
Email	Email address
Role	User role (Customer, Subscriber, etc.)
Username	WordPress username
Billing Address	Billing information
Shipping Address	Shipping information
Date Created	When customer was added
Date Modified	Last update
Actions	Edit, Sync, Delete

Customer Actions

Click the three-dot menu (⋮) for options:

• Edit - Modify customer details
• Sync - Refresh customer from server
• Delete - Remove from local database

注記

Deleting a customer from the POS only removes them locally. The customer remains in WooCommerce and will reappear on the next sync.

Using Customers in Orders

To assign a customer to an order:

1. In the Cart Panel, click the customer badge
2. Search for the customer by name or email
3. Select the customer
4. The customer is now associated with the order

Customer information (billing/shipping addresses) is automatically used for the order.

Synchronization

Customer data syncs between the POS and WooCommerce:

• Real-time updates - Changes sync across all devices
• WooCommerce integration - Customers are stored in WooCommerce
• Offline capability - View customers even when offline

Related Documentation

• Cart Panel - Selecting customers for orders
• Orders - View customer order history