Adding a customer to an existing order or associating existing customer with new order after the sale.

New Member
2 0 2

YES PLEASE! 

 

Do we need to crowdfund this feature or is this on the roadmap? :) 

2 Likes
Shopify Partner
137 8 20

Reading this as a fly on the wall, I don't understand why this wouldn't be a more popular request. This is basic POS functionality in terms of standard post-sale edits.

 

How Shopify POS doesn't step the operator through the transaction really can lead to the customer not being identified. The alternative workaround would be to refund the transaction and then resell it in the web admin where the customer is then identified. But that _could_ also throw off daily payment reconciliation. 

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New Member
2 0 2

Indeed!

 

We've just opened up our brick and mortar shop last week so building our DB is vital in this stage of our company + we are still getting the hang of everything so sometimes we forget to add the client to our DB when they are paying. 

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Highlighted
New Member
1 0 0

+1. Going to see if adding more voices in favor of enabling customer name editing once order is placed helps influence Shopify's roadmap.

 

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Shopify Partner
137 8 20

I'm not sure if y'all are aware of the workaround. It does work. A little clunky but it's functional. 

 

As posted previously, if an operator forgets to identify the customer for a completed POS transaction, you can pull up the order in POS. Choose to e-mail the receipt to the customer. If the e-mail address you provide matches one with an established Shopify customer record, the transaction is then linked to that customer record. Guess you'll have to perhaps explain why the customer is getting an e-mailed receipt after the fact out of the blue, but it's a serviceable workaround I suppose.

1 Like