Find Cust


To find a customer at POS:

  1. Click the Find Cust button. The Find Customer window will appear.

     
  2. By default POS utilizes a condensed version of the Customer Find filter. To see the entire customer filter click the More button. 
  3. Enter desired criteria and click OK to search. A list of matching customers will be displayed.
  4. From here you can Select or Edit the customer. If they are not in the list, use the Add button to create a new customer. When adding a new customer any information that was searched on will be automatically carried over to the new record.

NOTES:

  • When searching by phone number, all non-numeric characters (dashes, periods, etc) are ignored, so searching for 123-456-7890 is the same as searching for 1234567890. Additionally, if you only enter 7 digits the area code will be ignored.
  • If you prefer to always use the full Customer Find filter set Use Fast Customer Find at POS to False in your System Options.

 

Updated on Fri, 25 Jun 2021 by Angela Chiaravalle

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