Selecting Customers at POS Overview


There are three ways to select a customer at POS:

  1. Find Cust
    Opens customer filter allowing you to search for client
     
  2. New Cust
    Opens customer add screen allowing you to add new client
     
  3. No Name
    Assigns this sale to 'Cash Customer'; no customer information retained

enlightenedTo avoid duplication it is recommended you always search before adding a new customer. There is a System Option that can be enabled that enforces this by disabling the New Cust button at POS.

 

 

Updated on Fri, 25 Jun 2021 by Angela Chiaravalle

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