Who Is This For?
StoreHub merchants who need to add customers to transactions, edit customer details, or set up QR-based loyalty redemption on POS.
Overview
This article covers how to manage customer records directly from your POS register. You will learn how to add new customers, select existing customers, add customers via QR code or barcode scanning, edit customer details, and set up the QR Display for Loyalty Redemption feature so customers can redeem cashback by scanning a QR code.
Before You Begin
Your POS register must be connected to the internet.
For QR loyalty redemption: customers must have the Beep or Touch 'n Go app installed on their phone.
For QR loyalty redemption: Membership must be enabled if you are a new Cashback user. See this article for more details.
For barcode scanning: a compatible barcode scanner must be connected to your POS.
Step-by-Step Guide
Add a New Customer
1. On the register screen, tap the '+ Add Customer' button.
2. A list will appear. Tap 'Add'.
3. Enter the customer's details (name, phone number, email, etc.).
Notes:
The country code is displayed by default for mobile numbers (you can remove it). Mobile numbers cannot be saved in the wrong format.
The Tax ID option is only available for Thailand.
4. Tap 'Save'. The customer is now saved and assigned to the current transaction.
Select an Existing Customer
1. Tap the '+ Add Customer' button.
2. In the search bar, type the customer's name or phone number and tap 'Search'. Or scroll through the list to find them.
Note:
If you have a membership barcode scanner, you can scan the customer's membership barcode instead of searching manually.
3. Tap the customer to select them. The customer will be assigned to the transaction.
Notes:
A Tax Invoice (receipt with VAT) will only be produced if both the Company Tax/VAT ID Number and the Customer Tax ID have been saved.
The Company Tax ID Number can be added in BackOffice under Store Settings.
Add a Customer via QR Code
You can let customers add themselves by scanning a QR code displayed on the POS or Customer-Facing Display.
1. On your POS register, go to 'Settings', then tap 'General'.
2. Toggle on 'QR Display for Loyalty Redemption'.
3. Go to the register and tap '+ Add Customer'.
4. A QR code will appear. Where it shows depends on your device setup:
Device | Display |
For Android POS with a built-in CFD (e.g. iMin D4, Sunmi T2) | The QR code appears automatically on the Customer-Facing Display. |
For a separate CFD device (e.g. iPad or Android tablet with the Customer Display app) | The QR code appears on the CFD screen. |
If you do not use a CFD | The QR code appears directly on the POS register screen. |
5. The customer scans the QR code using their Beep or Touch 'n Go app and enters their information.
6. Once saved, the customer's details are automatically added to the transaction.
Notes:
This feature also works even if Beep Cashback has not been enabled, as long as the QR Display for Loyalty Redemption setting is toggled on.
Customers can only scan the QR code using the Beep or Touch 'n Go app.
Alternative: Add Customer Manually
If the customer does not have the Beep or Touch 'n Go app:
1. Tap 'Add Customer Manually'.
2. Select the customer from the existing list, or tap 'Add' to create a new customer.
Add a Customer by Scanning Barcode
1. On the POS register, tap '+ Add Customer'.
2. Scan the customer's barcode using a compatible scanner.
3. Enter the customer's information, then tap 'Save'.
Edit Customer Details
1. On the register screen, tap the '+ Add Customer' button.
2. Search for the customer by name or number and tap 'Search', or scroll the list.
3. Select the customer. They will be added to the transaction.
4. Tap the customer name on the transaction again.
5. You can now view the customer's overview, contact details, and order history.
6. Tap the three-dot button (...) on the top right, then tap 'Update Profile'.
7. Make the necessary changes to the customer's information.
Note:
If a customer's mobile number was saved without a country code previously, tap on the mobile number to edit and the country code (e.g. +60) will appear.
8. Tap 'Save'.
Note:
If your customer has Beep Cashback, their balance will be applied automatically at checkout after scanning the QR code. For full details on loyalty redemption and cashback setup, refer to this article.
Redeem Store Credit or Cashback (After Adding a Customer)
Both store credit (Retail) and cashback (F&B) require a customer to be added to the transaction first. Use the steps above to add or select a customer, then follow the flow that applies to you.
Redeem Store Credit (Retail)
1. With the customer and item(s) in the cart, tap 'Store Credit'.
2. Toggle on 'Use Store Credit'. Adjust how much store credit the customer wants to redeem if needed.
3. Tap the total amount in orange, then select a payment method to pay the remaining balance and complete the transaction.
4. The transaction is completed. You can view it in the 'Transactions' section under the 'Register' tab.
Notes:
Store credit can only be used for offline POS transactions.
To set up store credit for your business, refer to this article.
Redeem Cashback (F&B)
Once the customer is added to the transaction, they can redeem cashback (e.g. Beep Cashback) by scanning the QR code that appears when you tap '+ Add Customer' with 'QR Display for Loyalty Redemption' enabled in POS Settings. The cashback balance is applied at checkout.
For membership and cashback setup, see these articles.
Note:
If store credit or cashback does not show, confirm the customer is added to the transaction first and that you are on an offline POS transaction (not an online order).
Delete a Customer
1. Customer deletion is not available directly from POS.
2. To remove a customer record, go to your BackOffice, navigate to Customers, find the customer, and delete from there.
3. Deleting a customer will remove them from future transactions but will not affect past transaction records.
Troubleshooting
Issue | Solution |
Cannot find customer in search | Make sure you are connected to the internet. Try searching by phone number instead of name. Check that the customer was saved correctly. |
QR code not appearing on CFD | Make sure 'QR Display for Loyalty Redemption' is toggled on in POS Settings, then General. Both devices must be on the same WiFi network. |
Customer cashback not applying at checkout | Make sure the customer scanned the QR code with the Beep or Touch 'n Go app. Check that 'Use Cashback' is toggled on. |
Country code not showing on mobile number | Tap the mobile number field to edit. The country code will appear automatically. |
Cannot edit customer details | Make sure you are connected to the internet. Tap the customer name on the transaction, then tap the three-dot menu, then Update Profile. |
Store Credit option is missing for a QR Order and Pay customer at counter | This is expected. Store Credit is only supported for direct POS-created orders, not QR-originated orders (including Pay at Counter). |
FAQs
1. Can I add a customer to a transaction after the sale is completed?
No. The customer must be added before you complete the checkout.
2. What apps can customers use to scan the QR code?
Only the phone's Camera, Beep app or Touch 'n Go app. Other QR scanner apps will not work.
3. Can customers redeem only part of their cashback?
No. If a customer chooses to use cashback, all available cashback will be applied. Partial redemption is not available.
4. Do I need a Customer-Facing Display for the QR loyalty feature?
No. If you do not have a CFD, the QR code will appear on your POS register screen instead.
5. Where can I manage customers from BackOffice?
In your BackOffice, go to the Customers section to view, edit, or manage all customer records. Refer to these articles for details.
6. Will the customer's information appear on the receipt?
Yes. If a customer is assigned to a transaction, their details will appear on the printed and emailed receipt.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].
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