Customers
How to Enable Customer Sub-Accounts
Last Updated: October 28, 2026Learn how to enable sub-account features and manage customer details within your Acadia POS management portal. This guide provides a walkthrough for setting up new sub-accounts. A sub account can not be the parent of another sub account. If the feature is disabled, assignment stays on the customer profile selected or scanned. 1. Navigate to...
General Settings – Show Customer Balance Link
Last Updated: October 28, 2026This guide quickly shows how to enable the customer balance link so staff can view customer balances from the POS. Share a live link to a customer’s reward balance that updates automatically as purchases change their balance. 1. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant and click Settings in the sidebar menu. 2....
Find Customers by Last Name at Checkout
Last Updated: September 25, 2026This guide explains how to enable substring searching in AcadiaPOS so staff can find customers by last name or partial name from the Assign Customer/rewards screen. 1. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant and click Settings in the sidebar menu. 2. Click General settings. Press Ctrl + F (Windows) or ⌘ +...
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...