| Customer Preferences | Add a CustomerCustomers Overview
How do I? | Customer Preferences | Add a Customer
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.
View customer list summary statistics
Security rights for working with customer records