Linking a Customer to a Transaction

Linking a customer to a transaction is only available if CRM is active

Link From Customer Search:

Link From Transaction Search:

Linking a Customer (Landscape Mode)

1. Carry out a Search for the transaction.
2. Tap Link Transaction
3. Enter Search Criteria and tap Search
4. Tap Assign

Linking a Customer (Portrait Mode)

1. Carry out a Search for the transaction.
2. Tap View
3. Tap Link Transaction
4. Enter Search Criteria and tap Search
5. Tap Assign

 Unlink Customer from Transaction:

Replacing a Customer on a Linked Transaction

From the customer’s data field, selecting the Transactions Tab will display the list of transactions linked to the selected customer.

• The transactions are listed per the date and time of the transaction, and the store the transaction took place in.
• Tap View to display the transaction in a bespoke journal.