A customer can be put onto the sale prior to scanning products onto the ticket, between scanning products, or after all products are on the sale prior to totalling. Any time a customer is added to the sale, regardless of when, the sale is recalculated to take any customer discounts or reward programs into account.

A customer can be added to the sale by either looking up an existing customer, scanning a customer card, or adding a new customer to the database.

Returning Customer:

Click the Lookup button on the main POS screen and select either Customer Lookup by Name or Phone Number. (If your customer has a card, you can bypass the Customer Lookup and simply scan or swipe the customer card to bring the next person onto the sale).

Lookup by Name - When looking up by Name, click in the Last/Business or First Name field and use the touch keyboard or your own keyboard to enter in your search criteria. You may touch or click the "Beginning With" or "Containing" text labels or touch or click the Last/Business Name or First Name labels to change the search method. (Beginning With becomes Containing and vice versa when touched).

Type in full or partial information in one or both fields and click the Enter button to pull up a list of results matching your search criteria. Click the Column Headers to sort the list and use the scroll bar or buttons to navigate through it. Find and select your customer and click the Select Button to add the customer and return to your sales screen with the customer at the top of the receipt.

Lookup by Phone # - When looking up by Phone Number, use the touch number pad or your keyboard to type in the 10 digit or a partial of the customer's number. Click the Enter button to pull up a list of results matching your search criteria. Use the scroll button to navigate through the list, highlight the correct customer and click the Select button to add the customer and return to your sales screen with the customer at the top of the receipt.

Note* System options include messages that may pop up between adding the customer to the sale and returning to the sales screen. Click the OK button on any messages to get back to the sale.

New Customer:

Select New Customer and click the Next button. This will open the customer profile where you can use the touch keyboard or your keyboard to enter in all necessary fields.