Choose Walk-In Customers, Customer Accounts, Credit and Wallet

Walk-In Customer

Walk-in is the normal choice for anonymous counter sales. The app keeps a branch default Walk-in customer record behind the scenes when configured, so a cashier can save ordinary sales without collecting customer details.

• Use Walk-in when the customer does not need credit, wallet, loyalty, SMS, WhatsApp or account history.
• Do not create duplicate customers for every walk-in receipt.
• Use the Walk-in customer action in the picker to reset a mistakenly selected customer.
• The app can refill Walk-in from the branch default customer record before saving.
• If saving asks for a customer name on Walk-in, review default customer setup.

Select an Existing Customer

1. Open Home -> New Sale.
2. Click the customer button beside the item search.
3. Search by customer name or phone.
4. Use the recent customer list when the correct customer is already visible.
5. Select the right customer from suggestions or recent customers.
6. Confirm the customer chip changes from Walk-in to the selected name.
7. Continue the sale only after confirming account identity when credit or wallet is involved.

Add a New Customer from the Sale

The picker includes Add new customer for staff who have customer write access. Use it when the sale needs account history, credit or future contact.

• Collect at least the name and reliable phone number.
• Do not create a new customer only to print a normal receipt.
• Check for an existing phone number before adding another record.
• After saving the customer, return to the sale and select the customer intentionally.
• Only use account credit after the owner has enabled credit and trained staff on pending-payment follow-up.

Why Customer Choice Changes Tender

The save payload includes customer id, name, phone, address, email, GST fields, current balance, partial-balance state and wallet flags. Those values decide whether the sale can become a due account sale or use wallet money.

• Walk-in should normally stay fully paid at the counter.
• Account customer is required when the shop needs due amount, customer balance, wallet settlement or later collection.
• Wallet use should happen only after confirming the customer identity.
• Unpaid or partial payment should never be recorded against the wrong customer.
• SMS and WhatsApp receipts depend on reliable phone details and configured providers.

Credit and Wallet Impact