# Customers

The Customers screen lists everyone who can be the customer on a sale: your store's WordPress users. With [WCPOS Pro](/ko/getting-started/pro-license.md) you add, edit and delete them here, without going to WP Admin. Without Pro you can still choose an existing customer for a sale: see [Customers on a sale](#on-a-sale).

Customers without Pro

Without WCPOS Pro, the list sits blurred behind an upgrade card, and **Add new customer** and each row's **›** are greyed. **Display options** still works.

![The Customers screen without WCPOS Pro: the search box and a greyed Add new customer button above a blurred list, with an Upgrade to Pro card offering View Demo and Upgrade to Pro](/img/2.x/customers/index/en/tablet-light-regular--cust-5-free-preview.png)123456

1. **Customers** — opens this screen from the menu.
2. **Search Customers** — type part of a name, email, phone number or tax ID.
3. **Add new customer** — greyed without WCPOS Pro.
4. **Upgrade to Pro** — the card over the list.
5. **View Demo** — opens the Customers screen on the WCPOS demo store.
6. **Upgrade to Pro** — opens wcpos.com/pro.

## Customers on a sale[​](#on-a-sale "Customers on a sale으로 직접 링크")

Each sale starts with your store's default customer: whoever [Default POS Customer](/ko/settings/general.md#default-pos-customer) names, or the cashier when [Use Cashier Account](/ko/settings/general.md#use-cashier-account) is on. Tap the customer's name in the cart to choose someone else. See [Choose the customer](/ko/sell/cart.md#customer-selector).

Changing the customer can change tax

If your store [calculates tax from the customer's address](/ko/settings/tax/pos-tax.md#calculate-tax-based-on), choosing or adding a different customer, or changing their address in the cart, can change the tax on what's already in the cart. Prices before tax stay the same. Tax isn't recalculated on a [tax exempt](/ko/sell/cart.md#tax-exempt) order.

![The cart's Select Customer search with Smith typed, the Guest option at the top and matching customers below](/img/2.x/pos/cart/index/en/tablet-light-regular--cart-2-choose-customer.png)123

1. **Select Customer** — type part of a name, email or phone number.
2. **Guest** — a sale with no customer account.
3. **A customer** — tap to put them on the order, with their billing and shipping addresses.

## Find a customer[​](#find "Find a customer으로 직접 링크")

Open **Customers** from the menu. Type a name, email address or phone number in **Search Customers**.

What you can search for

Every word you type must match, in any order, across the name, email, username, company, phone and tax ID fields, so `jane acme` finds Jane whose company is Acme. See [What Search Matches](/ko/developers/search-matching.md#customers).

The list starts sorted by last name, A to Z. Tap a heading such as **First Name**, **Email** or **Date Created** to sort by it, and tap it again to reverse. The footer counts the customers listed against your total.

## Add a customer[​](#add-new-customer "Add a customer으로 직접 링크")

1. Press **Add new customer** beside the search. The **Add Customer** form opens empty.
2. Type the customer's **Email**. It's the only field you must fill.
3. Add the **Name**, **Phone** and anything else you have: open **Addresses and other optional details** below.
4. Press **Add Customer**. A message names the customer, and the form closes.

To add a customer in the middle of a sale, use **Add new customer** in the cart's add menu instead. It's the same form, and the customer goes straight onto the order. See [Add a new customer](/ko/sell/cart.md#new-customer).

Addresses and other optional details

The form starts with **Name**, **Email**, **Phone** and **Username**:

* **Username** — can only be set now, when you add the customer. Leave it empty and your store makes one from the email while [Automatically Generate Username from Customer Email](/ko/settings/general.md#automatically-generate-username-from-customer-email) is on, as it is by default.

Everything else starts as a button below them; press one to add that row:

* **Company**, **Billing Address** and **Shipping Address**. **Shipping Address** is **Same as billing** until you press **Use a different address**.
* **Password** — leave it out and your store makes one.
* **Tax ID** — a type, the ID and a country. A new row starts with a type for the billing country, or for your store's country when there's no billing address. "Format does not match the selected type." is a warning only: the ID still saves.
* **Custom field** — a key and a value, saved on the customer's account.

A customer's role is set in WP Admin, not here.

## Edit a customer[​](#edit-customer "Edit a customer으로 직접 링크")

1. Open the customer. On a touch screen, tap the customer. With a mouse, click the **›** at the end of their row, or the row itself if the **Actions** column is hidden. The **Edit** dialog opens with the customer's name in its title.
2. Change a field. There's no **Save** button: the change saves a moment after you stop typing.
3. Check for the green **Saved** mark beside the field.
4. Press **Close** when you're done.

Account access and refreshing customer details

* **Password** saves when you leave its field, not as you type.
* **A value the form can't accept**, such as an email with no `@`, shows an error under the field and isn't saved.
* **Username** is locked: it's set at creation.
* **Role** is locked: it's set in WordPress.
* **Sync** saves anything still waiting, then fetches the customer again from your store. Use it when the customer looks out of date.
* **JSON** shows the customer's record as it is stored on this device, for when support asks what the POS holds.

## Delete a customer[​](#delete-customer "Delete a customer으로 직접 링크")

Deleting is permanent

Deleting a customer deletes their WordPress user on your store. There is no Trash for WordPress users, so it can't be undone.

In the **Edit** dialog, press **Delete**. Tick **Confirm** and press **Delete** again.

**Delete** shows only to a cashier whose role may delete users. Only an administrator can edit or delete a staff account, such as a shop manager or another cashier. See [Access](/ko/manage-store/staff-permissions.md).

A customer deleted in WP Admin leaves the POS list too, at the next sync.

## Display Settings[​](#display-settings "Display Settings으로 직접 링크")

Press **Display options** (the sliders, beside **Add new customer**) to open **Customer Settings**. Switch a column on or off, or drag it by its grip (⠿) to move it. These settings are kept on this device only.

![Customer Settings open beside the Customers screen: a switch and a drag grip for each column, from Image to Actions, with Restore Default Settings and Close at the bottom](/img/2.x/customers/index/en/tablet-light-regular--cust-7-display-options.png)12

1. **Restore Default Settings** — puts the columns back as they came, listed under Default columns below.
2. **Close** — closes the panel. Each change applies as you make it.

Default columns

| Column               | Shown at first |
| -------------------- | -------------- |
| **Image**            | Yes            |
| **ID**               | No             |
| **First Name**       | Yes            |
| **Last Name**        | Yes            |
| **Email**            | Yes            |
| **Role**             | No             |
| **Username**         | No             |
| **Billing Address**  | Yes            |
| **Shipping Address** | No             |
| **Date Created**     | Yes            |
| **Date Modified**    | No             |
| **Actions**          | Yes            |

## If something goes wrong[​](#goes-wrong "If something goes wrong으로 직접 링크")

### Buttons are greyed out[​](#greyed "Buttons are greyed out으로 직접 링크")

* **Add new customer is greyed** — the store needs WCPOS Pro, or your role may not add customers. An administrator can allow it in [Access](/ko/manage-store/staff-permissions.md). With a mouse, rest the pointer on the button to see which.
* **The › is greyed and the customer won't open** — your role may not edit customers. An administrator can allow it in [Access](/ko/manage-store/staff-permissions.md).

### Changes aren't saving[​](#not-saving "Changes aren't saving으로 직접 링크")

* **"Failed to save customer"** — the form stays open with what you typed. Press **Add Customer** again.
* **"Not saved" beside a field** — that change wasn't written. Type it again.
* **The customer was saved, but not added to this order** — from the cart's **Add new customer**. Search for them in the cart and add them again.

### Customers are missing or the list looks wrong[​](#list-wrong "Customers are missing or the list looks wrong으로 직접 링크")

* **"Couldn't refresh. The copy on this device is unchanged"** — **Sync** couldn't reach your store. Check your connection and press **Sync** again.
* **A customer you expect isn't found** — offline, search only finds customers already on this device. See [On the device and in your store](/ko/developers/search-matching.md#device-and-store).
* **The list looks wrong** — press and hold the sync button in the footer and choose **Clear and Refresh**. It clears this device's copy of the customer list and downloads it again; nothing changes on your store.

## Related Documentation[​](#related-documentation "Related Documentation으로 직접 링크")

[The CartChoose or add the customer for a sale](/ko/sell/cart.md)

[AccessWho may add, edit and delete customers](/ko/manage-store/staff-permissions.md)

[What Search MatchesEvery field a customer search looks at](/ko/developers/search-matching.md)

[OrdersFilter orders by customer](/ko/manage-store/orders.md)