Customers — Paloma POS 2

This article is about Paloma POS 2 — the new touchscreen app in the Paloma line. It covers working with customers: creating and editing a customer record, attaching a customer to an order, what happens to prices when you attach a customer who has a special price type (the reprice confirmation), and how to bind a wristband to a customer (issue and reissue a code). If you are not sure this is your app, start with «How to tell you have Paloma POS 2». Customer deposits and debt are in a separate article — see «Customer deposit and debt».

Overview

• A customer record holds a name, phone and other details. Customers are created on the register or arrive from the web dashboard through sync.
• A customer can be attached to an order — then their discounts (see «Discounts») and, if needed, their price type apply.
• If a customer has a price type, attaching them offers to reprice the order by that type — with confirmation.
• A customer can have a wristband bound — a code for fast identification on the register and at payment.
• Everything works offline and syncs to the cloud once a connection is available.

Step 1. Open the customer list

Open the side drawer and tap «Customers» — the customer list opens. At the top are the «Search by name or phone» field and the «Add customer» button.

• Start typing a name or phone — the list filters instantly.
• If the list is empty or failed to load, pull down to refresh from the cloud.

Step 2. Create a customer record

1. Tap «Add customer».
2. Fill in the fields:
   • «Name» — required.
   • «Full name», «Phone», «Address», «Birthday (yyyy-MM-dd)» — as needed.
3. Save. While it saves, the register shows a saving state.

The register validates input: an invalid phone or e-mail raises an inline hint, and a customer with an already-taken phone or e-mail will not be created — see «Common problems».

Step 3. Edit a customer record

1. Tap a customer row in the list — the «Edit customer» screen opens with their details.
2. Change the fields you need and save.
3. To remove a customer, use the delete control (tooltip: «Delete customer»). The register asks «Delete customer?» — the customer is hidden from the list, and the change syncs to the cloud when connected.

The screen always opens exactly the customer you tapped. After a create or an edit, the Add form is empty again — old data does not stay in it.

Step 4. Attach a customer to an order

You can assign a customer to an open order:

1. On the order screen open the actions and tap «Add customer» (if a customer is already attached — «Change customer»).
2. The «Attach customer» sheet opens with a «Search by name or phone» field.
3. Pick a customer from the list. Not there — tap «+ New customer» and create the record right here.

You can change the attached customer at any time. If the customer has more than one discount, the register asks you to pick one: «This customer has several discounts — choose one.» More on discounts in «Discounts».

Step 5. Repricing by the customer's price type

If a customer has a price type, attaching them does not change prices silently — it asks for confirmation:

1. The «Reprice items?» dialog appears with text like «Apply «…» pricing to N items?» — the price type is in quotes, and N is how many order lines it affects.
2. Tap «Reprice» to apply that price type to the catalog lines of the order.
3. If you cancel, the customer is still attached but prices stay unchanged.

Repricing affects menu items only. Custom lines with a manual price («Custom item» and open-price items — see «Quick sale») are never repriced.

If the venue has no price types configured, or the customer has no bound type, the reprice dialog does not appear — the customer just attaches and the cart is unchanged. You can also set the order price type by hand via the price type action (the default value is «Default (by customer)»).

Step 6. Bind a wristband to a customer

The customer record has a «Wristband» card for binding a wristband code:

1. While nothing is bound, the card shows «Not bound». Tap «Bind wristband».
2. In the «Bind wristband» dialog (hint: «Scan the wristband or enter its code manually.») enter the code in the «Wristband code» field or scan it.
3. Tap «Bind». The register confirms the binding.

The bound code is saved and stays with the customer after you exit and reopen the record.

• Change the code with «Change».
• Unbind the code with «Unbind»; the code is then freed.
• Reissue. A freed code can be bound to a different customer — that is issuing a new wristband in place of the old one.

Wristbands are used for fast guest identification, including on the payment screen — see «Taking payment». Issuing a wristband with a deposit at reception and settling on exit are covered in «Customer deposit and debt».

Common problems

• "Не удалось загрузить историю баллов", "Не удалось загрузить каталог вознаграждений", "Не удалось загрузить правила начисления" — loyalty data did not load; the loyalty program itself keeps working.
• "Это вознаграждение настроено неверно и не может быть списано" — the reward is misconfigured in the dashboard; pick another one and have the administrator fix it.
• "Не удалось сохранить. Попробуйте снова." / "Не удалось загрузить запись" — the card edit did not save or did not open; retry.
• «Enter a name.» — the required «Name» field is empty. Enter a name and save again.
• «A customer with this phone already exists.» / «A customer with this e-mail already exists.» — a record with this contact is already there. Find it via search instead of creating a duplicate.
• «Could not find this customer — it may have been deleted on another device.» — the customer was removed on another register or in the dashboard. Refresh the list and check.
• «This wristband is already bound to another customer.» (or «This wristband is already bound to “…”.») — the code is taken. Unbind it from the previous owner first, then bind it again — a code cannot be silently overwritten.
• No customers on this device when attaching to an order — customers have not synced yet. Create one via «+ New customer», or open the customers editor and refresh from the cloud.
• The reprice dialog did not appear — the customer has no bound price type, or the venue has no price types configured. This is normal: the customer attaches without changing prices.

FAQ

Do I have to attach a customer to an order?

No. An order is rung and paid without a customer. A customer matters when their discounts, price type, deposit or wristband are needed.

I attached a customer but order prices did not change. Why?

Prices are repriced only when you confirm the «Reprice items?» dialog, and only for menu items. If the customer has no price type or you cancelled the reprice, prices stay the same. Custom lines with a manual price are never repriced.

What if a customer's wristband is lost?

Unbind the old code with «Unbind» and bind a new one via «Bind wristband». The freed old code can then be issued to another guest.

A customer was created in the dashboard but is not on the register. What now?

Refresh the customer list: pull down in the customers editor, or tap the cloud-sync icon. The customer appears after sync.

Where do I see a customer's deposit and debt?

Deposits, top-ups and spend, and debt are in a separate article — see «Customer deposit and debt».