Editing a customer on a sale allows you to ensure that all customer-related information is accurate and up-to-date, even after the sale has been initiated. This article provides a step-by-step guide on modifying customer details during a sale.
To edit a customer in POS:
- Click onto the Customers tab
- Begin typing in one of the existing fields on the POS tab; the system will automatically start filtering the customers by the characters entered and display any matching customers on the right-hand side
- Click the customer name to select the customer
- Click Edit Customer
- Click into a field and update the details (the changes will be saved automatically)
- Click the tiles on the right to view Historical Sales, edit the Discount Group or update the Survey response
The Order Value displayed will be a total of all sales for the customer for any Outlet, regardless of whether the user has access to the Outlet or not
- To add a new Delivery Address click the Delivery tab and enter the information into the fields
- To review a historical address click Alternate Delivery Address and click Select to use it (all new addresses will be stored in this window automatically)
- The changes will all be saved automatically as the customer is updated.