Customers Overview

How do I? | Customer Preferences | Add a Customer

Add a Customer Edit a Customer Record Merge Customer Records Offer Customer Charge Accounts Offer Customer Discounts and Price Levels Handle Special Customer Tax Status Track Customers by Type View Customer Purchase History Print my Customer List Export my Customer List Create an E-mail Marketing List E-mail a Customer Write Letters to Customers Track Business Customers Offer a Customer Rewards Program Use Customer IDs and Cards

Basic

Point of Sale can store a great deal information for each of your customers, including name and contact information, wether personal checks should be accepted, charge account information, and extensive notes. Customer information can be used for marketing purposes, reporting, and printing mailing labels.

Recording of customers on sales receipts (referred to as customer tracking) allows you to:

- Build customer sales history, giving you the ability to quickly look up a past purchase and run reports and marketing programs for your best customers

- Offer store charge accounts

- E-mail sales receipts from Point of Sale

- Automatically adjust sales tax for customers eligible for special tax handling

- Automatically give discounts or use markdown price levels for selected customers

- If also using QuickBooks Desktop financial software, share customer and account information so invoices and payments can be created/taken in QuickBooks Desktop

Pro-level user have these additional options:

- Set up and track customer purchases in a rewards program

- Record and use customer shipping addresses and charges on sales

- Record and track business customer PO numbers on sales and orders

- (Multiple stores) Customers can be added, edited, or deleted at any store, with the resulting changes propagated to all stores with the next fully completed Store Exchange cycle. Headquarters maintains the master customer list, which is sent to all stores in its entirety during every Store Exchange. Learn more.

Note: The availability of customer tracking features can be controlled by your Features to Use preference settings.

Related Topics

Customer Center

View customer list summary statistics

Security rights for working with customer records

How customer information is shared with QuickBooks Desktop

Protecting customers' payment card data