You can search using customer details, an account number or a customer number. After selecting the customer, you can update their information directly from the sale, with changes saved automatically to the Retail Cloud server.
In this video, we show you how to use the Customers tab in POS to search for existing customers and add them to the sale.
Chapters
Timestamp | Chapter |
|---|
00:07 | Searching for an Existing Customer |
00:15 | Using Customer Details as Search Criteria |
00:25 | Refining the Search Results |
00:37 | Adding the Customer to the Sale |
00:44 | Searching by Account or Customer Number |
00:56 | Updating Customer Details |
01:08 | Saving Customer Changes Automatically |
Transcript
Use the Customers tab in POS to search the customer database and add an existing customer to the current sales transaction. The same fields used to create a customer can also be used as search criteria.
Searching for an Existing Customer
To search for and add an existing customer to the sales transaction, open the Customers tab.
Using Customer Details as Search Criteria
The fields on the left side of the screen are also used when creating a new customer.
Enter information into one or more of these fields to search the complete customer database.
Refining the Search Results
As you enter customer information, matching customer records appear on the right side of the screen.
The more fields you complete, the more refined the search results become.
Adding the Customer to the Sale
When the required customer appears in the results, select their record.
Retail Express adds the customer to the current sale.
Searching by Account or Customer Number
You can also enter or scan an existing account number or customer number into the corresponding field.
The matching customer appears on the right side of the screen. Select the record to add the customer to the sale.
Updating Customer Details
After adding the customer, you can edit their existing details by entering new information over the current field values.
You can also add information to fields that were previously blank.
Customer details can be updated during the current sale or during a future transaction.
Saving Customer Changes Automatically
As customer details are changed, an on-screen indicator shows that the information is being saved.
Retail Express automatically saves each change to the Retail Cloud server.