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

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

For Lightspeed Retail (R-Series) Users

Add a new customer to a completed transaction to reward points

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

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.

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. Please note this can take up to 10mins to sync across to Marsello.

How to update the customer's accepts marketing preference

When a new customer makes a purchase in-store, the staff member will ask if they would like to create a store account. It is very important that during this process the staff member asks the customer if they want to receive marketing sent via email and SMS.

If the customer accepts marketing via email and SMS:
- Select ‘Email’ for email marketing
- Select ‘Call’ for SMS marketing

The customer will then be automatically added to your Lightspeed (R-Series) and Marsello database, and they will be eligible to receive email and SMS marketing from your store.

If the doesn't customer accepts marketing via email and SMS:
- Leave Contact settings blank

The customer will be automatically added to your Lightspeed Retail (R-Series) and Marsello database, but will not be eligible to receive email and SMS marketing from your store.

Add an existing customer to a completed transaction to reward points

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

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

3. In the customer search field, enter the customer's name or email address and press enter.

The customer will now appear in the order's details in Lightspeed Retail (R-Series) and they will earn loyalty points for the sale. Please note this can take up to 10 minutess to sync across to Marsello.

Articles in this section

For Lightspeed Retail (R-Series) Users

In this article:

Add a new customer to a completed transaction to reward points

How to update the customer's accepts marketing preference

Add an existing customer to a completed transaction to reward points

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Articles in this section

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

For Lightspeed Retail (R-Series) Users

In this article:

Add a new customer to a completed transaction to reward points

How to update the customer's accepts marketing preference

Add an existing customer to a completed transaction to reward points

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