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How do I add a new customer to a completed transaction to reward points in Lightspeed Retail (R-Series) POS?

Add a new customer to a completed sale in Lightspeed R-Series so they earn loyalty points for their purchase.

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How do I add a new customer to a completed transaction to reward points?

If a new customer made a purchase and wasn't assigned to the order, you can edit the sale in the Lightspeed Retail (R-Series) POS, back-end to ensure the customer earns loyalty points for their purchase.

1. Click on Sales from your R-Series admin and then select the Sales History button.

If a new customer’s purchase wasn’t linked to their order, you can edit the sale in the Lightspeed Retail (R-Series) POS back-end to ensure they earn loyalty points. First, click Sales in the R-Series admin, then select the Sales History button to find the order.

2. Find the customer's order, click into it, and then select the continue sale link to edit the order.

3. Select the +New button next to the customer name search box to add the customer details and save them to the sale.

Find the customer's order in Sales History, click to open it, then select the Continue Sale link to edit the order. Next, click the + New button next to the customer name search box to add the customer’s details and save them to the sale.

4. Click Save changes.

The customer will now appear in the order's details in Lightspeed Retail (R-Series) and they will earn loyalty points for the sale.

📝Note: this can take up to 10 minutes to sync across to Marsello.


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