Verify Customers at POS (QA Checklist: Page 5)


To locate and verify customers for the test sale in POS:

  1. At the top of your Edge home screen, navigate to the POS tab.
  2. Enter or select an associate from the drop down (conversion database will have an associate 999 or 1).

     
  3. Click the Find Cust button. The modified, "quick find" Find Customer window will appear.
  4. Enter your customer's last name and first initial to locate your customer.


    NOTE:  Alternatively, you may click the More... button to pull up the full Customer Find filter. For step-by-step instructions on how to find and verify customers using the full Customer Find window, please revisit the previous article named Customer Data: Verify Customer Records.
     
  5. After entering your customer search criteria, click OK.

 

Continue through the checklist by visiting the next article, POS: Verify Item Information at POS.

 

Updated on Tue, 18 Mar 2025 by Dominick Mastri

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