Press/click on the Customer button in the main window. This will open the Select Customer window, containing a list of customers.
Note! All sales need to have a customer.
A default customer is pre-defined in the settings and will be used unless
you enter a different one. You can select a customer at any stage of the
sales registration, right up until you commence the payment process.
How to select a customer
You are able to select a customer by double clicking on the customer or by selecting the customer and then clicking Select. Once you have selected the corresponding customer, click Close to proceed entering a sale.
How to search the list
To search for a specific customer, type in a name or the start of the customer's name in the text search field.
You are also able to use the parameter %, meaning includes, when searching for customer names. When using the parameter %, only the customers name including the entered criteria will be displayed in the list. For example, if you enter %r in the search field, only customer names containing an "r" will be displayed.
How to sort the list
By default the customer list is sorted by customer name. You are able to change how the list is sorted by clicking on one of the columns heading. The list will then be sorted by the selected heading. The sorting order can be ascending or descending, depending on if you click once or twice on the heading.
Creating a new customer
If your customer does not exist already, you can create a new customer by clicking New.
More information
Clicking/pressing the More information button will display detailed information about a customer. The fields here cannot be edited. From this window you are also able to retrieve orders and pay invoices from your accounting system. You are able to do so by clicking on the corresponding buttons.
Import
If your system is in contact with your accounting system, you can import newly created contacts directly by clicking on Import. This will update the contact list of your point of sale system.
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