Selecting a Customer

Each new CPMobile ticket is assigned to the default Counterpoint customer (e.g., CASH), but you can easily assign a ticket to a specific customer by looking up a customer record or by scanning a customer card.

iPhone/iPod Touch

Follow these steps to select a specific customer for a ticket:

Tap on the Ticket screen.
On the Customer screen, tap Search or Add Customer.
Tap Search Customer (or the button) and enter all or part of the customer's name, phone number, e-mail address, or customer number in the Search bar.
Tap the customer you're looking for to assign the customer to the ticket.

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If you have issued ID cards with barcodes to your customers, tap on the Ticket screen, and then scan the customer's card to assign the customer to the ticket.

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If the customer is a member of a loyalty program, tap on theTicketscreen, and then scan the customer's loyalty card.

iPad

Follow these steps to select a specific customer for a ticket:

In the Customer area of the Mobile Point of Sale screen, tap Search or Add Customer.

If you are using your iPad in portrait orientation, tap the Lock button to display the Customer area.

Tap Search Customer (or the button) and enter all or part of the customer's name, phone number, e-mail address, or customer number in the Search bar.
Tap the customer you're looking for to assign the customer to the ticket.

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If you have issued ID cards with barcodes to your customers, tap Scan with camera , and then scan the customer's card to assign the customer to the ticket.

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If the customer is a member of a loyalty program, tap Scan with camera , and then scan the customer's loyalty card.