Customer Association

WebWorkstationMobile

Attach a customer to a sale when you need customer history, alerts, saved cards, memberships, booking ownership, deposits, receipts, or follow-up records.

Permission Required

You need Salespoint access. Creating or editing customer records requires Customers & Contacts access.

Attach A Customer

1. Open ZynoSales > Salespoint.
2. Select the customer field at the top of the cart.
3. Search by customer name, email, phone number, or birthdate.
4. Select the matching customer.

The cart shows Customer (optional) when no item requires a customer. It shows Customer when the sale includes an item that requires one.

Create A Customer From Salespoint

1. Open the customer search field.
2. Type the customer's name or identifying information.
3. Select Create new customer.
4. Complete the customer details.
5. Save the customer record.

After the customer is created, ZynoSuite attaches it to the current sale.

Use A Name Without Creating A Customer

If a customer record is not required, the search window can show Don't create customer. Use this when you only need a temporary customer name on the sale and do not want to create a Customers & Contacts record.

This option is hidden when an item requires a real customer record.

Open Or Remove The Customer

After a customer is attached:

• Select the customer icon to open the customer profile.
• Select the X in the customer field to detach the customer from the sale.
• Watch for customer alert indicators next to the customer field.

Item-Level Customers

Some items can require a customer for the item itself, such as memberships, per-customer limits, or booking-related items. Select the item in the cart and choose Set Customer or Change Customer when that action is available.

Why It Matters

Attaching the right customer can enable:

• Saved card payments.
• Membership discounts and credit pools.
• Customer purchase history.
• Booking and scheduling records.
• Receipt delivery to a known email or phone.
• Customer alerts visible during checkout.

Common Issues

Problem	What To Check
Payment is blocked	A required customer may be missing from the sale or item
Saved card is missing	Confirm the sale is attached to the customer with the stored card
Customer search finds too many results	Search by phone, email, or birthdate
You only need a display name	Use Don't create customer when available

Related

• Using Salespoint
• Saved Cards
• CRM