Prompt to Add a Customer Before Completing a Sale
Overview
The Prompt to assign a customer when completing a sale without a selected customer setting helps ensure that a customer is not accidentally left off a sale.
When this setting is enabled, Hike displays a confirmation pop-up if a cashier attempts to complete a sale without assigning a customer. This is particularly useful for businesses that prepare customer orders for pickup, manage customer records, or use loyalty programs.
Why use this feature?
Enabling this setting helps you:
- Reduce the chance of completing sales without a customer.
- Improve customer order tracking and pickup processes.
- Encourage accurate customer record-keeping.
- Give cashiers an opportunity to assign a customer before finalising the sale.
Enable the customer prompt
- Log in to your Hike Admin console.
- Navigate to Storesetup.
- Open the General settings.
- Enable Prompt to add customer if not selected.
- Click Save.
What happens during a sale?
If a cashier attempts to complete a sale without assigning a customer, the following pop-up is displayed:
Title
Add a Customer?
Message
No customer has been added to this sale. Would you like to add a customer before proceeding?
The cashier can choose one of the following options:
Yes, Add Customer
Selecting Yes, Add Customer returns the cashier to the sale so they can search for and assign a customer before completing the transaction.
No, Continue
Selecting No, Continue allows the sale to be completed without assigning a customer.
Frequently Asked Questions
Does this setting prevent sales without a customer?
No. The setting displays a reminder only. Cashiers can still choose No, Continue to complete the sale without assigning a customer.
What happens if I add a customer from the prompt?
After a customer is assigned, the sale continues as normal. Any customer-specific pricing, discounts, loyalty benefits, promotions, or pricing rules configured in your store are automatically recalculated and applied before the sale is completed.
Who should use this feature?
This feature is recommended for businesses that:
- Process customer pickup orders.
- Use customer loyalty programs.
- Offer customer-specific pricing or promotions.
- Want to maintain an accurate customer purchase history.
Best Practices
- Enable this setting on all registers where customer information is important.
- Train staff to assign customers before completing sales whenever possible.
- Regularly review customer records to ensure sales are correctly associated with customers.
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