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Customers (Online Function)

23
Aug

The Customers online function allows for a quick overview of the customers’ information, last purchase, overall purchase count, outstanding Accounts and credit limit available.

To view customers information at the POS you must first create the POS online button function Customers. To learn how please visit our Creating Buttons/ POS Button Configuration manual page.

At the POS simply type in the customers’ number on the pad and press the Customers button. The customer information window will launch. Listed on this screen is the Customer Group associated with this Customer, Birthday, Address, Contact information (email, phone, etc.).

Listed On the right-hand side is the Last purchase made. Clicking on the arrow across will open the last receipt. You may select specific items on that receipt for a return by clicking the “X” located next to each individual item. A red highlight should be the indication of the selected items for return. Once you have selected the products. clicking on “Return Goods” will consider the products as part of the inventory count, “Return Perishable” will count as a loss of goods and a negative monetary reflection will occur.

a count of All Purchases for the year is listed below. Clicking the arrow across will list any purchase made within the last 30 days. You may click on the arrow across from each to open up the individual receipts and perform returns.

Oustanding Accounts are also listed with a total monetary amount and a date shown. Credit Limit for the customer is below that. Finally, the Creator of the customer, the Date they were created on and any Comments entered about the customer can be found at the bottom of the screen.

Finally, you may assign the customer to the current receipt by clicking Set Customer on receipt from the top of the screen.

Once done simply click the Back button to be taken to the main screen.