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How to Add a Customer to a Sale and View Their Purchase History in Qashier POS

Attach a customer to a sale before you take payment, and the purchase is saved to their profile automatically. You can then see every purchase they made under their Purchase History in Customer Management on Qashier POS.

Applies to: All markets · Qashier POS · Customer Management (CRM) must be enabled for your store · Customer Management may ask for the Terminal PIN.

Before you start

Part 1: Add the customer to the sale

  1. On the home screen, tap POS & Payment.

  2. Tap the orange Customer button at the top of the cart (the right-hand panel).

  3. Enter the customer's phone number or name, then tap Search.

  4. The customer's details appear in the pop-up, including Recent Purchase History, Available Points, Available Credit, Customer Birthday and Available Campaign Discounts. This is the quickest way to check what they bought recently.

  5. Tap Confirm. The customer's name replaces Customer on the orange button.

  6. Add the items to the cart as usual. Tap Add & Close if the product options panel opens.

  7. Tap Pay, select a payment method and tap Confirm.

  8. Tap Back to POS. The sale is now saved to the customer's profile.

Tip: attach the customer before you tap Pay. A sale completed without a customer selected is not added to anyone's purchase history.

Part 2: View the customer's purchase history

  1. Open Customer Management. On the POS screen, tap the Android Back button (◁) to open the POS menu and tap Customer Management. Or go back to the home screen and tap Customer Management there.

  2. Enter the Terminal PIN if you are asked for it.

  3. Enter the customer's name or phone number in the search bar and tap the search icon.

  4. Tap the customer's name in the list on the left. Their details open on the right.

  5. Under Purchase History (Click to see details), tap Load Transaction. The customer's transactions and their Total Lifetime Value appear. Until you tap it, the list is empty and Total Lifetime Value shows Click "Load Transaction".

  6. Tap a transaction to see its receipt details.

Here's a step-by-step video guide

What you should see

  • On the POS screen, the customer's name on the orange button at the top of the cart while you take the order.

  • In Customer Management, the sale listed under Purchase History after you tap Load Transaction, and the customer's Total Lifetime Value updated.

  • In QashierHQ, the same purchases under the customer's record and in the Reports tab of Customer Management.

If something goes wrong

Symptom

Cause

Fix

Purchase History is empty

Transactions are not loaded automatically

Tap Load Transaction under Purchase History.

A sale is missing from the customer's history

The customer was not selected before payment

Select the customer before you tap Pay on the next sale. Sales made without a customer cannot be seen in their history.

"Customer not found" when searching

The customer is not registered yet

Tap Register Customer in the pop-up, or see How to Add (Register) a New Customer in Qashier POS.

No Customer button on the POS screen

Customer Management is not enabled for the store

Enable it in Qashier Marketplace or contact support.

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Last verified: 25 Sep 2026 · Markets: All markets

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