Link a customer to a completed order

Overview

• MiniTill supports linking a customer to an eligible paid order after completion when staff forgot to select them before payment.
• The server previews the proposed link and loyalty result before committing it.
• An eligible linked order can receive a POST_PURCHASE_EARN ledger entry.
• Refunded orders cannot earn loyalty through this post-purchase workflow.
• A configured post-purchase attachment window can restrict how long normal linking is allowed; manager roles can override the expired window where the workflow permits it.

When to use this

• Use this when the sale genuinely belongs to the customer but the cashier forgot to attach them.

Step-by-step

1. Open the paid completed order.
2. Choose Link customer.
3. Search and select the correct existing profile.
4. Review the server preview: customer, eligible amount, points, status, and window.
5. Confirm only if the customer and loyalty result are correct.

Common mistakes

• Do not create a new duplicate customer only to link the order.
• Do not link somebody else's receipt simply to award points.
• Do not manually add the expected points first and then also use the completed-order linking workflow.

Troubleshooting

• If linking is blocked, check that the order is paid, has no refund history, and is within the allowed window or being handled by an authorised manager.
• If points were already earned, MiniTill blocks duplicate earn creation.