Customer IDs and Cards

Printing | Add a Customer

Pro

Customer IDs are automatically assigned to new customers and can be used to print scannable ID cards.

The printed ID cards, with bar codes, can then be scanned while making a sales receipt to quickly lookup and add the customer to the receipt. Provided you don't change the default ID number format, you can scan the card while in either the Enter Items field or the Customer field on the receipt to add the customer.

Tips and format of Customer IDs

Print templates for ID cards

Size (H x W) | Number Per Sheet | Sheet Size | Use Template
1" 2.625" | 30 (3 across) | 8.5" x 11" | Avery 5160
2" x 3.25" | 3 laminated badges | 8.5" x 11 | Avery 5361
3.33" x 4" | 6 (2 across) | 8.5" x 11" | 8164 + Logo

To print customer ID cards:

1. From your customer list, select the customer or customers for whom you wish to print ID cards. How do I select multiple customers?

If printing for all customers, you do not have to select any.

2. From the I Want To menu, select Print ID Card.

3. On the Print dialog, specify if printing cards for the selected customer(s) or for all customers, and make any changes necessary to the printer, template or number of copies.

4. Select Print.

Notes:

- When printing paper customer ID cards, it is recommended that these be laminated to protect the legibility and scan-ability of the bar code on the card.

- To create ID cards using a different numbering system, remove the program-generated number in the Customer ID field and then enter the alternate number (up to 30 digits) or scan the bar code if using 3rd party cards with preprinted codes. With a different format, you'll have to be in the Customer field on the receipt to lookup a customer by scanning her ID card.

- (Pro) If upgrading from a previous version of Point of Sale that lacked this feature, ID numbers for existing customers are generated at Headquarters only and sent to remote stores via the next Store Exchange file. ID numbers for new customers are created at the store where they are added to the customer list.

Related Topics

Customer Rewards Program