Customer Management
Swift POS integrates with your Shopify customer database, letting you search, create, and manage customers directly from the POS.
Finding Customers
At checkout, click the customer icon (or press F2) to open the customer search. Search by:
- Customer name
- Email address
- Phone number
Results are pulled from your Shopify customer database in real time.
Creating Customers
If a customer is not in your system, you can create one on the spot:
- Click New Customer in the customer search
- Enter at least a name (email and phone are optional but recommended)
- Click Save
The customer is created in Shopify immediately and can be attached to the current order.
Attaching Customers to Orders
When a customer is selected at checkout:
- The order is linked to their Shopify profile
- Their order history is updated after the sale
- Loyalty points are earned automatically (Pro plan)
- Group discounts are suggested if applicable
- Receipts can be sent to their preferred channel
Customer Features by Plan
| Feature | Plan Required |
|---|---|
| Search and select customers | All plans |
| Create new customers | All plans |
| View basic customer info | All plans |
| Full customer profiles (orders, addresses, tags) | Standard+ |
| Customer groups and segmentation | Standard+ |
| Loyalty program | Pro |
What's Next?
- Learn about Customer Profiles for viewing detailed customer information
- Set up Customer Groups for targeted discounts
- Explore the Loyalty Program to reward repeat customers