POS We have been having to stop sales to merge customer in the admin. Can we please get that option in the pos app? We have had customers entered in the system with just their phone number not name. And when we try to create a customer when the sale is happening we get the error message that the number has already been taking. A simple fix would be a merge button in that screen in the app.
Topic summary
A retail store is experiencing workflow disruptions because customer profile merging is only available in the admin panel, not in the POS app.
The Problem:
- Staff must stop active sales to access the admin system for merging duplicate customer records
- When attempting to create a customer during checkout, an error appears if the phone number already exists in the system
- Existing records often contain only phone numbers without names
Requested Solution:
- Add a merge button directly within the POS app screen where the error message appears
- This would allow staff to resolve duplicates without interrupting the sales process
Current Status:
- A community representative acknowledged the request and committed to forwarding the feedback to developers
- No timeline or commitment for implementation was provided
- The issue is particularly impactful for this high-volume store
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Hi @Trish457 ,
Thank you for reaching out to the Community!
While merging customer profiles is not available within the POS, I’d be happy to share this feedback with our Developers. We’re always looking for ways to improve the platform and appreciate the suggestion.
Please let us know if you have any other questions or feedback.
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I can’t agree with this more!!! @Blair please pass it along we are a very busy store and this slows us down immensely.
1 Like