Customers
Create a Customer (AcadiaPOS)
Last Updated: February 19, 20261. After opening the Acadia POS app, Click Assign to open the customer section/list, you can create a customer here. 2. Click “Create +” 3. Fill in the customers information such as Name, Phone, Email, Birthdate, Company, State, City, Street Address You can also assign customers a group if you have created groups. Now, Click...
Create a Customer (MobilePOS)
Last Updated: February 19, 20261. After opening the point of sale application ( Mobile POS ) Click Assign to open the customer section, you can create a customer here. 2. Click Create + 3. Fill in the customers information such as Name, Phone, Email, Birthdate, Company, State, City, Street Address You can also assign customers a group if you...
Basic Customer Management
Last Updated: February 19, 2026The Acadia CRM is a great way to engage with your customers, this is a basic overview of customer management. To learn more about some of the other great features that come with our CRM, see the additional features or advanced customer management. Learn how to enable customer assignment in settings, how to add a...
Wholesale Pricing for Customers
Last Updated: December 29, 2025Wholesale pricing is a common feature within businesses that sell products at a lower rate to other vendors, who then sell those products to the public at higher rates. When a vendor or customer is purchasing products at a wholesale value, they are either doing so at cost or at cost + margin. The latter...
Assign Customer to an Order (AcadiaPOS)
Last Updated: November 17, 20251. Click “Assign” 2. Click on the user you want to assign 3. Click “View Items” to see all items customer has purchased 4. Do quick reorders from this list, by click “Load” 5. Go back 6. Click “View Sales” to see all past sales 7. Click “_ctl.Window” 8. Click “edit” to edit the customer...
Add a Customer
Last Updated: November 11, 2025How to add a new Customer through Acadia POS backend management. manage.acadiapos.com for retail or rfsm.acadiapos.com for restaurants 1. Go to the bottom of the sidebar and click “Customers” 2. Click “New Customer” 3. Fill out every field that is relevant to the customer/business. Such as Customer Name, Email Address, Company, Date of Birth, Customer...
Add a Customer Group
Last Updated: November 11, 2025This guide provides a straightforward process for creating and managing customer groups. 1. Go to the sidebar and click “Customers” 2. Click “+ New Customer Group” 3. Click “Save Changes” 4. You have just created a customer group. 5. Add customer to a group Go back to the “Customer” section and go to the right...
Create a Customer Attribute
Last Updated: November 11, 2025By following the steps outlined, you can easily add personalized fields like “Customer Notes” or selection-based attributes such as “Emergency Responders.” This customization allows for better data organization and improved customer interactions. 1. Navigate to https://manage.acadiapos.com/ 2. Click “Customer Attributes” on the upper right part of the screen 3. Click “New Customer Attribute” in the...
Require Customer Assignment for Specific Categories
Last Updated: November 11, 2025Require your POS users to assign a customer when adding products from a specific category. 1. Click “Settings” 2. Click “General settings” 3. Under Filter settings, search “Customers” to find the sub category quickly. Or scroll down until you see it. 4. Under “Force Customer Assignment for Category IDs” You may also scroll down. Add...
Assign Customer to an Order (MobilePOS)
Last Updated: November 17, 2025How to setup customer assign, and how to do it on MobilePos. This guide will instruct you how to enable the assign customer setting, as well as how it reflects once enabled on the frontend with MobilePos. 1. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com For Restaurant 2. Click “Settings” 3. Click “General settings” 4....