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Retrieving a customer from a POS order

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blackops
New Member
2 0 0

Hi. I understand when you get orders via the orders.json/status=any method, you can obtain the customer via the email or phone number.  However, when customers order via POS, there is no related email/phone.  Can anybody advise how we can relate POS orders to customers?  Thank you for your time.

Accepted Solution (1)

Accepted Solutions
HunkyBill
Shopify Expert
4769 54 555

This is an accepted solution.

Great additional info, but still leaves some gaps. First off, a Shopify store can have POS. So some retailers have WWW as a source of sales, and perhaps one or more POS units, all given a location, and which record orders and customers into the same pool.

Some stores however choose to run a store as WWW and then they trick out other brick and mortar shops as a POS per store. Meaning more than one Shopify store, and thus meaning customers being spread across "stores". So if a customer walks into a store and orders something, the POS should know them if they have made a WWW order before or ordered from one of the other stores, because a smart retailer would've scripting up Shopify to ensure customers are "added" to POS locations from the other sources.

Leaving me puzzled over your question. What do you mean "when you integrate with other POS systems"? What do you integrate? If a POS is Shopify that is one thing, but all those others, you're obviously on your own there. So now you have what, one base "boss" Shopify store full of customers, and you want some "foreign" POS systems to book orders for Shopify store, and know the customers? You want a Lightspeed terminal to search a Shopify store for a customer? Your real problem is not jumping out yet.

Perhaps you can nail it down. Perhaps not. Anyway, customer records in Shopify are a hodgepodge of emails and addresses and searching is not friendly, and never has been, but no systems out there are too much better, so you learn to deal with the weirdness of not being able to consolidate one customer from 2, 3, or more records.

 

Custom Shopify Apps built just for you! hunkybill@gmail.com http://www.resistorsoftware.com

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Replies 5 (5)
HunkyBill
Shopify Expert
4769 54 555

When you retrieve an order, you usually get a customer entry with it. What do you mean when you say you then retrieve the customer with the email? If a POS order has no customer, you are saying it does, but it is not visible? More clarity would be helpful.

Custom Shopify Apps built just for you! hunkybill@gmail.com http://www.resistorsoftware.com
blackops
New Member
2 0 0

Hi, thanks for the reply.  For context, when we integrate with other POS systems (Lightspeed Retail, Vend, Kounta), the POS operator can assign a customer to an order by searching/creating the existing customer base in the POS system.  I am used to having a (potentially null) customer_id value against the order.  I suppose my question is - can the Shopify POS record a customer against an order?  And if so, does it ultimately just resolve to recording the email address (as opposed to a customer_id field).  This would also suggest that email should be considered globally unique across customers.

 

The goal here is a simple - compile a "Sales by Customer" report for our POS orders.

 

Thanks for your time.

HunkyBill
Shopify Expert
4769 54 555

This is an accepted solution.

Great additional info, but still leaves some gaps. First off, a Shopify store can have POS. So some retailers have WWW as a source of sales, and perhaps one or more POS units, all given a location, and which record orders and customers into the same pool.

Some stores however choose to run a store as WWW and then they trick out other brick and mortar shops as a POS per store. Meaning more than one Shopify store, and thus meaning customers being spread across "stores". So if a customer walks into a store and orders something, the POS should know them if they have made a WWW order before or ordered from one of the other stores, because a smart retailer would've scripting up Shopify to ensure customers are "added" to POS locations from the other sources.

Leaving me puzzled over your question. What do you mean "when you integrate with other POS systems"? What do you integrate? If a POS is Shopify that is one thing, but all those others, you're obviously on your own there. So now you have what, one base "boss" Shopify store full of customers, and you want some "foreign" POS systems to book orders for Shopify store, and know the customers? You want a Lightspeed terminal to search a Shopify store for a customer? Your real problem is not jumping out yet.

Perhaps you can nail it down. Perhaps not. Anyway, customer records in Shopify are a hodgepodge of emails and addresses and searching is not friendly, and never has been, but no systems out there are too much better, so you learn to deal with the weirdness of not being able to consolidate one customer from 2, 3, or more records.

 

Custom Shopify Apps built just for you! hunkybill@gmail.com http://www.resistorsoftware.com
Rahul-LMP
Excursionist
41 0 5

Hi hunky trying ti solve this same problem can you get intouch with us rahul@buildmyplace.com

Rahul-LMP
Excursionist
41 0 5

Hi we are having same issues can you get in touch rahul@buildmyplace.com