Re: Collecting customer info during point of sale (POS) checkout

Collecting customer info during point of sale (POS) checkout

fencetalk
Excursionist
41 0 21

In the Shopify POS app you can ship to customer, send cart, and go to cart. The first two collect customer contact information, but the last one, go to cart doesn't.

 

When a customer is in front of you and will take their purchase with them, we use the go to cart page; however, I don't see a way to collect customer contact information. The inadequate options are to send receipt by email or sms and add a note. Both options require the person using the POS to remember to do both, and the email or number collected to send the receipt is not searchable (i.e., it's attached to the order, but a customer reaching out can't be searched for).

 

My question is: is there a way to force the collection of email, number, address, or even just name of a customer that is checking out in person and taking the good with them? (Ship to customer, while taking payment and collecting information, is not a solution because our warehouse team won't know if the order was taken or if it still needs shipped.)

 

Thank you for your help.

Replies 12 (12)

wlg
Excursionist
12 0 28

Yes! I have a similar question. I notice that when I buy something from a merchant that uses Square (and other systems), my customer info is automatically saved and then brought up in their system the next time I check out. I don't know why Shopify doesn't do something similar. I have so many repeat customers who have to reenter email addresses, phone numbers, etc. even if they use the same credit card, and this information is fairly useless to me when it comes to aggregating and analyzing customer data. I keep thinking I am missing something! 

Trish_Hampton
Visitor
2 0 1

Same issue here and the customers seem to get upset that it doesn't store their info - like it's not a legit pos system since they are so used to square. Did you get any more info on this? Thank you!

 

Michelle10
Visitor
2 0 2

Same problem here. We were using Square previously and the customer checkout experience is much better. Was hoping to integrate with my Shopify website by switching to Shopify POS but not sure it's worth it.

Imogen
Shopify Staff
1861 210 334

Hi there, @Michelle10! Thanks for following up on this thread!

 

We've taken steps to help folks collect customer information while selling in person, and we have a help document here that should outline for you the sort of information you can collect! You can also add and assign customers to orders using Shopify POS! Please let me know if the help document I've provided helps address any of the concerns you have. Additionally, you can reach out to our Retail Specialists using the 'Contact Support' options in the 'More' tab of the POS App regarding any specific questions or feedback you have around Shopify POS!

Imogen | Social Care @ Shopify 
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Michelle10
Visitor
2 0 2

Thank you, but unfortunately that document is not helpful. Again, I want the customer's name and email to autopopulate based on their credit card, rather than having to ask them for that info during every transaction. 

wlg
Excursionist
12 0 28

Yes! Our customers are so used to Square gathering their info directly from their credit card, they get impatient and a bit frustrated when we have to manually enter data. Most just say no thanks and walk out. This creates a big problem when trying to implement a loyalty program, since in store transactions won’t be nearly as easy to analyze as online sales. This seems like basic functionality for other POS systems. Is there a date for this feature, Shopify?

ProjD_Evan
Visitor
1 0 1

I'm also waiting answer on this

fencetalk
Excursionist
41 0 21

The best solution, and I use that word lightly, is to add an "add customer" tile to the grid and make it standard practice to always press the tile, enter information, and then select 1) ship to customer, 2) send cart, or 3) go to cart.

Cowboy12
Tourist
3 0 2

This is a solution, but there needs to be a better one agreed. Any other or new solutions out there?

HENOSIS
Visitor
1 0 0

Any update about collecting customer data? 

fencetalk
Excursionist
41 0 21

I just stumbled across this Shopify help center topic that may be a solution. I haven't tried it yet.

Maz
Shopify Staff
1246 131 186

Hey, @wlg!

 

Thanks for joining this thead.

 

This option is available via upgrading to POS Pro, should this not suffice, I can enter a feature request on your behalf!

Maz | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog