POS - Default to "No Customer" for all transactions... PLEASE!!!!!!!!

POS - Default to "No Customer" for all transactions... PLEASE!!!!!!!!

jenniferj1
Tourist
11 0 9

Dear Shopify,

 

I know this issue is like selling salt to slugs.... but specifically for the POS system:

 

-You have the capability to default to "NO CUSTOMER" for POS transactions. All of my cash transactions default to "No customer". Then, I can happily go back at the end of the day and assign it to the appropriate customer (which is a time-consuming, but acceptable work-around).

 

-PLEASE give us the ability to default our entire POS system to "No customer". POS customers don't use an email or phone to check out....so all the issues with your merge-customers-who-aren't-really-customers-no-such-thing-as-an-account-database-coding-blah-blah-blah doesn't actually have to apply.

 

Here is my most recent transaction on my POS - the system added the order to "Visa Cardholder" (which I would love to say is a first, but I have many orders under "Visa Cardholder" unfortunately....) for a $2.03 "oh let me add this right quick, after hours, during a local-pickup of another order" transaction.  This sort of thing should default to "No Customer".... not "Visa Cardholder"..... "Visa Cardholder" has NO IDENTIFYING DATA why would POS automatically assign that instead of leaving it unassigned?????????????

 

And yes I can share this without editing out the order number, because what is anyone going to do with this information??? I know who it was but my data can't because this capture is straight up useless!!!

 

Thanks for listening.

 

Replies 4 (4)

ahurlburt
Shopify Partner
19 0 3

Also, if an account comes in as "Visa Cardholder" keep in mind that any email marketing with personalization such as first name replacements will say thing like "Hello Visa Cardholder" which I'm sure customers really appreciate...

I mention this so you (or anyone reading this) knows to clean their list to avoid issues with automated emails

Adam Hurlburt | Cofounder & CTO of Sellify: a CRM & B2B Solution For Shopify Stores

If you found this suggestion helpful, please let me know by giving it a like or marking it as a solution.

RR1Popcorn
Excursionist
14 0 2

Shopify POS NEEDS THIS ABILITY!  We are currently only using POS, but about to move our ecomm over as well.  I already have over 4K useless customer POS data - and growing.  I have yet to find a way to segment this out by channel and I do not have the time nor need to understand POS customers - in store fast paced , impulse purchases.   

 

I am worried about the integrity of data once I dump in my 8K online customers - that I actually want to market to.. SHOPIFY please FIX THIS!  

Dascalargo
Shopify Partner
107 7 45

This issue has been a thorn in my side for a few years now, but it really came to a head when I started looking at apps (in my case, rewards points programs) and all of them decided your payment tier based on the number of customers you have. Because we were totally POS (no website) for the first year, we had thousands of customers, but contact info for less than 10% of them. The other 90+% were some form of No Customer, Visa Customer, or the like.

 

I gave up on this a long time ago.

fifteen52
Visitor
1 0 0

Our website is on Shopify, but ports to a different inventory system (requirements for the way we fulfill orders from a 3PL), but we attend events and recently started using Shopify POS. That first go around was somewhat of a disaster. I had to manually enter every order because our products didn't port in for some reason, the show was jam-packed with people and we were running a raffle that only required a $1 purchase to enter...needless to say, the line was building by the second, with one POS iPad and chip reader in play. By far, the biggest annoyance was creating fake customers with phone numbers only so that we could take the sale and move on to the next person in line. This caused a $1 order to take around 30 seconds to process, which adds up at an event with record attendance.

 

With all other issues fixed, we had an idea to remove the "customer" issue. It's not the best solution, but here's what we're doing for future events...
- We're creating a single customer that is named after the event.

- For each transaction, we'll quickly enter the name of the "customer" so that all orders are under one name. This will, in theory, help us consolidate all orders after the event since we port through different systems.

-  We have a second iPad, but no second chip reader, where customers can browse our catalog and sign up for our newsletter/marketing.

- The main iPad is only for merch offered at the event, but two sales reps have access to POS under their profiles and can take orders for our main product from their phone, which takes tap payments. This should make the experience at our booth more intimate with our customers, which we have been wanting to accomplish since we are a small team that has struggled to engage our followers in the past. 

 

Just a consideration, since I doubt that Shopify will prioritize this headache on their POS app. Otherwise, it has been great in terms of taking payments and adding quick buttons to take orders in person.