POS with receipt issue.
We are experiencing a synchronization issue related to the following scenario:
When we make a sale on our Shopify POS and the client requests a receipt, we enter their email address to send the receipt to their inbox. However, this creates a synchronization issue because the customer name is left empty.
Problem: When the receipt is sent, Shopify creates an empty client profile without a name, resulting in a synchronization error. Since the name field is empty, we have to return to the order, remove the client, and manually click the "sync now" button to resolve the issue. Unfortunately, we cannot enter a name on the Shopify POS during this process, as it only prompts for the email.
In the Qb Connector options, we cannot utilize the "Generic Profile option" because we use Shopify for online customers, B2B orders, and POS transactions. For the first two cases, we need the Client Organization (or name), while for the POS, it's typically an anonymous client.
When we have a POS sale without a receipt, the synchronization works correctly, and the client is labeled as "Anonymous Customer-CAD."
Proposed Solution: We suggest adding an option (such as a checkbox to activate it) that creates an "Anonymous Customer-CAD" profile if the Customer Name is empty. This would ensure that both POS transactions (with and without a receipt) can be successfully synchronized with QuickBooks.
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Official comment
Hi there, thank you for posting your suggestion. We will take this on board as we evaluate future features. In the meantime, is it possible to enter something into the customer name field in the Shopify POS whenever you want to send out receipts? We do recognize this is an extra step for you and apologize for the inconvenience, however it will allow the immediate syncing process to work without blocking any data.
If there are any other Shopify POS users who are hitting a similar scenario, please be sure to leave a comment below.
Comment actions -
t's not easy to manage this while my employees are serving customers at the POS. However, we can add the information later through the Shopify admin. Typically, we just delete the customer profile (there’s a small X in the top right corner of the customer section) instead of entering a name since we don’t always know it.
Here’s the workflow in Shopify POS:
- We scan the SKU.
- We click the "Pay" button.
- We choose the payment method.
- The transaction is complete, and we can send a receipt via email or SMS.
- When sending a receipt, the only options available are to add the email or SMS, with no option to enter a name.
- Once the email is sent, we are returned to the POS home page.
It’s much quicker to deal with the name later because when the shop is busy, we have to go back to the customer section, find the customer, and add the name, which is slow and not very user-friendly.
The best-case scenario would be to skip nameless clients and create them as anonymous customers, similar to when a customer makes an in-person purchase without requesting a receipt.
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