Access Customer Card from POS
See a 360-degree view of customer information directly in the POS by opening the Customer Card. Update addresses, confirm email address, view club subscription details, make a note, and see all purchase history. When any Customer Record is loaded into the POS, just click their name to pop open the Customer Card.
How to Search and Load a Customer
Search for the Customer
In the POS, use the toolbar to select Search. Enter the customer information to find the record.
If multiple matches are available, select the desired customer record. The customer name will populate into the " NEW Order for:" at the top of the POS. Note Inactive customer records have a red outline as seen below:
View the Customer Card
After selecting the correct customer record, click on the Customer Name to open the Customer Card to view and edit contact information.