Customers in Simple View

If the company preference to track customer is enabled, basic customer functionality is supported in Simple View, including:

- The ability to list the customer on the receipt

- Applying customer discounts and price levels

- Using customer charge accounts

- Giving customer loyalty rewards

Selling items from customer orders

- Quick-adding a customer to your Customer List while making a sale (see below)

To list an existing customer in Simple View:

1. In the Customer field, begin typing customer information (last name is suggested, but you can also type first name, phone number, company name, or a search keyword).

2. Press Enter.

3. Select the correct name from the displayed list of customers matching your entry.

Alternatively, select the down arrow to the right of the customer field to display your entire customer list. Scroll through the list to locate the customer name.

Discounts, tax handling, and other customer-specific sales information is automatically suggested or applied to the receipt.

To QuickAdd a new customer in Simple View:

1. Click Add Cust from the left side of the Simple View screen. The New Customer window is opened.

2. Enter basic customer information. Last Name is required.

3. Select Save and Select.

4. Complete the sale normally.

You can add additional information for the customer later by editing the customer record.

Notes:

- Not all customer information is displayed on a Simple View receipt. For example, the customer's address, charge account information, reward information, and check acceptance status are not displayed. However, you will be notified if a credit limit is exceeded, if checks are not accepted, or if a reward is available for the customer.

- The integrated shipping features are not available from the Simple View receipt screen, although you can record a shipping amount.

Related Topics

Customer Overview