# Customers

Pro Feature

The Customers screen requires [WCPOS Pro](/getting-started/pro-license.md). Free users can select existing customers for orders but cannot view the full customer list or edit customer details.

The Customers screen provides comprehensive customer management directly within the POS. View, edit, and create customers without switching to the WooCommerce admin.

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## Interface Overview[​](#interface-overview "Direct link to Interface Overview")

### Header Actions[​](#header-actions "Direct link to Header Actions")

At the top of the screen:

* **Search bar** - Find customers by name, email, etc.
* **Add Customer** () - Create a new customer
* **Display settings** () - Configure visible columns

### Customer Table[​](#customer-table "Direct link to Customer Table")

The main area displays customers with:

* **Avatar** - Customer profile picture (or placeholder)
* **First Name** - Customer's first name
* **Last Name** - Customer's last name (sortable)
* **Email** - Contact email address
* **Billing Address** - Full billing address
* **Date Created** - When the customer was added
* **Actions** - Three-dot menu

### Footer[​](#footer "Direct link to Footer")

* Customer count with sync button (). **Long press** for Clear and Refresh option

## Key Features[​](#key-features "Direct link to Key Features")

### Customer Search[​](#customer-search "Direct link to Customer Search")

Find customers quickly by:

* First or last name
* Email address
* Address information

### Add New Customer[​](#add-new-customer "Direct link to Add New Customer")

Create customers directly from the POS:

1. Click the  icon in the header
2. Fill in customer details
3. Save the new customer

The customer is created in WooCommerce and immediately available for orders.

### Edit Customer[​](#edit-customer "Direct link to Edit Customer")

Update customer information:

1. Click the three-dot menu on a customer
2. Select **Edit**
3. Modify details (name, email, addresses)
4. Save changes

Changes sync to WooCommerce automatically.

## Display Settings[​](#display-settings "Direct link to Display Settings")

Click the sliders icon () to customise visible columns.

![Customers Settings](/img/customers-page-settings.png)

Customers Display Settings

### Available Columns[​](#available-columns "Direct link to Available Columns")

| Column               | Description                            |
| -------------------- | -------------------------------------- |
| **Image**            | Customer avatar                        |
| **ID**               | WooCommerce customer ID                |
| **First Name**       | Customer first name                    |
| **Last Name**        | Customer last name                     |
| **Email**            | Email address                          |
| **Role**             | User role (Customer, Subscriber, etc.) |
| **Username**         | WordPress username                     |
| **Billing Address**  | Billing information                    |
| **Shipping Address** | Shipping information                   |
| **Date Created**     | When customer was added                |
| **Date Modified**    | Last update                            |
| **Actions**          | Edit, Sync, Delete                     |

## Customer Actions[​](#customer-actions "Direct link to Customer Actions")

Click the three-dot menu (⋮) for options:

* **Edit** - Modify customer details
* **Sync** - Refresh customer from server
* **Delete** - Remove from local database

note

Deleting a customer from the POS only removes them locally. The customer remains in WooCommerce and will reappear on the next sync.

## Default Customer (Guest)[​](#default-customer-guest "Direct link to Default Customer (Guest)")

When no customer is selected, orders are placed as **Guest** orders. Guest orders:

* Have no customer name, email, or address attached
* Cannot be looked up by customer in order history
* Are still visible in the Orders screen and WooCommerce admin

To avoid Guest orders, select a customer from the Cart Panel before checkout. If your business requires a customer on every order, consider training cashiers to always assign one — there is no built-in setting to enforce this.

## Using Customers in Orders[​](#using-customers-in-orders "Direct link to Using Customers in Orders")

To assign a customer to an order:

1. In the [Cart Panel](/pos/cart/.md), click the customer badge
2. Search for the customer by name, email, or phone number
3. Select the customer
4. The customer is now associated with the order

Customer information (billing/shipping addresses) is automatically used for the order.

## Synchronization[​](#synchronization "Direct link to Synchronization")

Customer data syncs between the POS and WooCommerce:

* **Real-time updates** - Changes sync across all devices
* **WooCommerce integration** - Customers are stored in WooCommerce
* **Offline capability** - View customers even when offline

## Related Documentation[​](#related-documentation "Direct link to Related Documentation")

[Cart PanelSelecting customers for orders](/pos/cart/.md)

[OrdersView customer order history](/orders/.md)