Finding and Looking Up Accounts

TORO stores customer information in accounts that track purchase history, loyalty points, tab balances, and contact details. Finding and looking up accounts is essential for attaching customers to transactions, checking balances, and managing their information.

How to Search for an Account

From the main POS screen or Dashboard, tap the Customer button or navigate to the account lookup tool. You can search using any of the following:

• Name — search by first name, last name, or both
• Phone number — enter a full or partial phone number
• Email address — search by full or partial email
• Account number — if the customer has a member card or ID number

What You Can See on an Account

Once you select a customer account, TORO displays:

• Contact information (name, phone, email, address)
• Current tab balance
• Account credit balance
• Loyalty/rewards points
• Purchase history
• Notes and customer preferences

Attaching a Customer to a Transaction

After finding the customer, tap their name to attach them to the current transaction. Their name appears on the transaction screen. This enables Tab payments, Account Credit usage, loyalty points accrual, and purchase history tracking.

Key Points

• Search results update as you type
• You can create a new account directly from the search screen if the customer is not found
• Attaching a customer is optional for a sale but required for Tab or Account Credit
• Account details can be edited from the account view