Assigning a Customer ID to a Check
Assigning a Customer ID to a Check
NOTE
Assigning customer IDs to checks allow tracking of purchases
as well as reporting sales data at the customer level.
NOTE
It is EXTREMELY important that you attempt to locate the
customer within the system before adding them as a new customer. Creating
duplicate customers will cause problems.
- While
in a check, touch “Check Options”.
- Touch
“Assign customer ID”.
For Existing Customers:
- Type
in the customer’s name or phone number. It is HIGHLY recommended
to ALWAYS use phone numbers WITH the area code to look up customers within
the system.
- A list
of customers matching the information entered will begin to populate on
the left. Touch the customer you are working with. You do not have
to enter the customer’s entire name or entire phone number for them to
populate on the list on the left.
- Review
the customer’s information to ensure you’ve selected the correct customer.
If everything is correct, touch “Use Customer”. If most of it is correct,
touch the field that is incorrect to address. If none of it is correct
(you’ve selected the wrong customer) touch “clear customer” and proceed
with “For Existing Customers” step 1.
- Touch
“Order Entry” to return to the ordering/payment options.
For New Customers:
- Touch
the green “Add” button.
- Touch
each field to enter the information. We recommend entering first and last
name, phone number, address, and email address.
- Touch
“Use customer”
- Touch
“Order Entry” to return to the ordering/payment options.
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