Link a customer after the order is completed

Overview

• If staff forgot to select the customer before payment, MiniTill can link a customer to an already completed eligible order.
• The workflow uses a server preview before applying the link so staff can see the effect rather than blindly changing historical data.
• When the completed order is eligible and loyalty earn was missed, linking the customer can create the appropriate missing loyalty earn.
• On Mobile POS the customer picker remains inside the order-detail workflow so staff do not have to leave the order and then find it again.

When to use this

• Use completed-order customer linking when the sale belongs to a known customer but the cashier forgot to attach them before the order was completed.

Step-by-step

1. Open the completed order from Past Orders or the relevant Orders detail.
2. Choose the customer-link action.
3. Search and select the correct existing customer.
4. Review the server preview, including any loyalty impact.
5. Confirm the link only after verifying the customer and order are correct.

Common mistakes

• Do not attach a customer merely to give points to somebody who did not own the sale.
• Do not create a duplicate customer when the correct profile already exists.
• Do not manually add loyalty points first and then also use the completed-order backfill without checking for double-credit.

Troubleshooting

• If linking is unavailable, the order may not be eligible or your role may not permit the action.
• If the expected loyalty earn is not shown in preview, check loyalty settings, customer group rules, order eligibility, and whether points were already awarded.
• If you selected the wrong customer, stop before confirming and choose the correct profile.