Customer Maintenance at the POS

From the POS interface full customer maintenance can be carried out. Click the Contact Lookup (F12) button. The operator is prompted to search for the customer record. If the search fails to find any matching records a new customer record can optionally be created. Note: Every effort should be made to find any existing record for the customer before creating another record as duplicate records for a single customer can cause confusion, raising the possibility of information for a single entity being spread across several different records. For example a special order recorded on one of the duplicates may be missed if the operator searches and finds the other duplicate record. Also Credits and debts may not show up properly and managed with ease.

Once the customer record is found (or created) the maintenance screen is displayed. The maintenance screen lists all transactions (sales, credits, returns etc) for the customer and provides the ability to manage deposits, create and view requests/special orders, manage Customer rewards (if active) and maintain the distribution lists the customer is signed to.

Payments and returns can be processed from here by clicking on the View/Modify Payments button on the appropriate line item. The full details of any transaction can also be viewed by clicking on the transid field.