Customers

Last Updated: September 5, 2023

The Customers module is where you create, edit or delete your customer details, create and modify appointments, and link transactions to a customer.

  • You do not need to complete a Start Day to access the Customer Database.
  • When accessing the Customer Module, the Register will automatically perform a Sync. This is to ensure that any customers that have been created, edited or deleted either on the Portal or on another Register are pulled down, and that specific Register remains up-to-date.

Navigating to the Customer Module (Both Modes)

  1. From any page after Logging in, tap the Menu Icon
  2. Tap Customers

Layout of the Customer Module

Layout of the Customer Module (Landscape Mode)

  1. Search function for quickly finding a specific customer.
  2. List of customers currently in the database.
  3. New Customer creation tool.
  4. Edit Customer Details tool.
  5. Print Customer Details tool.
  6. New Customer Appointment tool.
  7. Link a Transaction to a Customer tool.
  8. Customer’s data tab.
  9. Customer’s appointment tab.
  10. Linked transactions tab.

Layout of the Customer Module (Portrait Mode)

 

  1. Search function for quickly finding a specific customer.
  2. New Customer creation tool.
  3. List of customers currently in the database.
  4. View the Customer Information
  5. Name of customer currently selected.
  6. Customer Details tab.
  7. Customer’s Appointment Information tab.
  8. Customer’s Transaction Data tab.
  9. Edit Customer Details tool.
  10. Print Customer Data tool.


Searching Customers

  • In the Customer Module, you can make use of the search function to search for customer.
  • Entering no search criteria when performing the search, will display all customers in your database.
  • Use the customer’s name, surname or Post Code / ZIP code as the search criteria when performing a search.

Searching Customers (Both Modes)

  1. Tap into the Search Field
  2. Enter your search criteria
  3. Tap Search

Creating Customers

  • Creating a New Customer will add their details to your current database.
  • There are some fields that are required and are indicated by an “*”.
  • If the Customer Code field is left blank, an auto generated code will be assigned when the details of the new customer are sent to the sever.
  • Customers can also be created from within the Register Journal or from the Transaction History module.

Creating Customers (Both Modes)

  1. Tap New Customer
  2. Fill in all the Required Fields which are indicated by an “*”
  3. Fill in the remaining Fields as required
  4. Tap Save

Editing Customers

Editing the Customers details allows you to make changes to details you hold against the customer, for example change of address or telephone number.

Editing Customer Details (Landscape Mode)

  1. Carry out a Search for the customer
  2. See Searching Customers
  3. Tap Edit Details
  4. Tap into the field you wish to edit and make the necessary changes.
  5. Tap Save

Editing Customer Details (Portrait Mode)

  1. Carry out a Search for the customer
  2. See Searching Customers
  3. Tap View
  4. Tap Edit Details
  5. Tap into the field you wish to edit and make the necessary changes.
  6. Tap Save


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