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Customers
7 Docs
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....
General Settings – Allow Customer Assign
Last Updated: November 11, 2025This guide provides a straightforward walkthrough for configuring customer assignment settings in the Acadia POS system. 1. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com For Restaurant 2. Click “Settings” 3. Click “General settings” 4. As a shortcut use CRL+F(Windows) or CMD+F(MAC) to find the setting or feature you want to adjust. Type in “Customer Assign”...