{"id":33625,"date":"2025-11-25T04:07:45","date_gmt":"2025-11-25T04:07:45","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=33625"},"modified":"2025-12-11T04:56:59","modified_gmt":"2025-12-11T04:56:59","slug":"how-to-create-a-new-customer-in-pos-in-odoo","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/point-of-sale\/how-to-create-a-new-customer-in-pos-in-odoo\/","title":{"rendered":"How to Create a New Customer in POS in Odoo"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">To create a customer profile within the Odoo POS system, we can create the customer in an easier way by allowing the cashier to do it.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Open the POS Interface<\/strong>: Navigate to the POS dashboard and start a new session<\/li>\n\n\n\n<li><strong>Track Customer Purchase History<\/strong>: View the entire purchase history for each customer directly from the POS interface.<\/li>\n\n\n\n<li><strong>Access the Customer Tab<\/strong>: In the POS screen, click on the <strong>Customer<\/strong> icon to open the customer section.<\/li>\n\n\n\n<li><strong>Create a New Customer<\/strong>:\n<ol class=\"wp-block-list\">\n<li>Click on the <strong>Create Customer<\/strong> button.<\/li>\n\n\n\n<li>Enter the <strong>customer&#8217;s name<\/strong>, <strong>email<\/strong>, <strong>phone number<\/strong>, and other relevant details.<\/li>\n<\/ol>\n<\/li>\n\n\n\n<li><strong>Save the Profile: <\/strong>Once all details are entered, click <strong>Save<\/strong> to create the customer profile.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"558\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Customer-POS-1024x558.png\" alt=\"Odoo Customer POS\" class=\"wp-image-33626\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Customer-POS-1024x558.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Customer-POS-300x163.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Customer-POS-768x419.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Customer-POS.png 1356w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Mandatory Field<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Every customer record requires two mandatory fields:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customer Name<\/li>\n\n\n\n<li>Customer Mobile Number<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"556\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-Creation-2-1024x556.png\" alt=\"Odoo POS Customer Creation\" class=\"wp-image-33759\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-Creation-2-1024x556.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-Creation-2-300x163.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-Creation-2-768x417.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-Creation-2.png 1367w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Addition Customer Details<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Email Id, Customer Card Barcode, Street Address, ZIP Code, city, select the state and country (From the dropdown).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click the Save Button, the customer is automatically select for the current transaction.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"557\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-Address-Creation-1024x557.png\" alt=\"Odoo POS Customer Address-Creation\" class=\"wp-image-33631\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-Address-Creation-1024x557.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-Address-Creation-300x163.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-Address-Creation-768x418.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-Address-Creation.png 1364w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the POS interface, you can search for a customer by their name, email, or phone number. Once you locate the customer, click on their profile to view detailed information such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact Information (email, phone number, address)<\/li>\n\n\n\n<li>Purchase History (list of products purchased and transaction dates)<\/li>\n\n\n\n<li>Loyalty Points (if applicable)<\/li>\n\n\n\n<li>Any active discounts or special programs tied to the customer.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"557\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-POS-Cart-1024x557.png\" alt=\"Odoo POS-Customer POS Cart\" class=\"wp-image-33633\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-POS-Cart-1024x557.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-POS-Cart-300x163.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-POS-Cart-768x418.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-POS-Customer-POS-Cart.png 1365w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>To create a customer profile within the Odoo POS system, we can create the customer in an easier way by [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[430],"tags":[574,495],"class_list":["post-33625","post","type-post","status-publish","format-standard","hentry","category-point-of-sale","tag-customer","tag-pos"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/33625","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=33625"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/33625\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=33625"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=33625"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=33625"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}