Solved: Unable to see "New Sale with Customer" option from...

asegers · ‎03-12-2018

The title of this thread has been edited from the original: customer activity

Until very recently, I could look up a customer in the customer directory and create a new transaction for that customer. That option has disppeared and I cant figure out how to link a transaction to a specific customer. Has this option been removed or relocated?

I am using an Iphone7 and the app is current.

Thanks in advance.

Alan

katieand · ‎03-12-2018

Hi @lisamarie & @asegers It looks like the recent update toggled off that setting that you previously had on.

To resolve this - open the Point of Sale app > go to Settings > Customer Management > make sure Collect Before Checkout is toggled ON.

Thanks for bringing this to our attention!

View Best Answer >

lisamarie · ‎03-12-2018

I too am having this issue and can't resolve it. Came to the forum to try to figure it out. This app is useless to me if I can't associate a sale with a customer.

katieand · ‎03-12-2018

Hi @lisamarie & @asegers It looks like the recent update toggled off that setting that you previously had on.

To resolve this - open the Point of Sale app > go to Settings > Customer Management > make sure Collect Before Checkout is toggled ON.

Thanks for bringing this to our attention!

Magnolia355 · ‎03-12-2018

We are back in business! Thank you for the support!

Magnolia355 · ‎03-12-2018

Now that we have installed the loyalty program we can no longer link a customer to a sale at check out. Any help would be greatly appreciated.

katieand · ‎03-12-2018

Hi @Magnolia355 - Can you try the steps I posted above? I think this is a related issue, so those should set everything back to normal. If not, please let us know!

Magnolia355 · ‎03-12-2018

Thank you for the quick reply! I will give this a try and give you feedback.

BryanMMS · ‎03-13-2018

After 3 years using a good Square account, Unable to start transaction from customer list. Only option is to send customer a message. None of our iPhones will work the way we used to use them. From Customer List, select, see profile, choose "new sale with this customer", enter amount, card# with code and zip, charge. No longer get the "new sale with this customer" option.

Helen · ‎03-14-2018

@BryanMMS I moved your post here so you can read @katieand's Best Answer above which has more information about this issue and how to change your settings to re-enable the "new sale with customer" option in the app.

I'm very sorry for the confusion this caused!

️ Helen
Seller Community Manager

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EmergeBJJ · ‎03-14-2018

I am suddenly missing the "New Sale" button on the app. It used to be that when I pulled up a customer under the "Customer" tab and then brought up their profile, there was a "New Sale" button. Where did it go? Last night I had to create invoices and email them to these customers instead of taking their payment on the spot. Any suggestions of what has happened? Thank you.

Helen · ‎03-14-2018

@EmergeBJJ Check out @katieand's Best Answer with the steps to be able to see this option again.

Apologies for any trouble this caused!

️ Helen
Seller Community Manager

Did you find help in the Seller Community? Mark a Best Answer to help others.

EmergeBJJ · ‎03-14-2018

Sorry to trouble you again. Can you give me a specific link to her answer? I clicked on her name in your reply but I got a giant list of answers and not sure which is the one I need. Thank you!

asegers · ‎03-14-2018

If you go to Settings > Customer Management > make sure "Collect Before Checkout" is toggled on.

BryanMMS · ‎03-14-2018

Yes, that worked, thanks. Don't know why customer service could not direct me the those settings two days ago. He was inexperienced.

EmergeBJJ · ‎03-14-2018

Thank you! Fixed it!

Huxabilly · ‎03-29-2018

I used to be able to create a new sale with a customer while in their customer profile… I can no longer do this for some reason. Does anybody know why?

Sean · ‎03-29-2018

Hey @Huxabilly. I went ahead and moved your post to this thread, as it looks like a couple other folks had the same question. If you go to Settings > Customer Management > make sure "Collect Before Checkout" is toggled on: it should fix the problem. Let us know if you have any questions!

Sean
he/him/his
Product Manager | Square, Inc.

Huxabilly · ‎03-31-2018

Thank You Sean! I had always created a sale theough the customer profile, and then one day it just stopped giving me the option. Not sure how the setting got changed as I am the only user. Thanks again for your help! Much appreciated!

Unable to see "New Sale with Customer" option from Customer Directory