To access a customer's profile you must first Add A Customer To The Sale. This is an advanced help file continuing from the point of already having a customer on our sale. When a customer is added to the sale, four icons appear around the scan prompt in the upper right section of the sales screen. The customer profile button has an image of a person and is located in the bottom right of the scan prompt circle.

Clicking the profile button will open up the Main Page, displaying the customer's address information, along with another tab for the shipping information, named the Info Page. If you are a scuba dive shop, you will also have tabs for Diver Info, Service Log and Activity Log. Go to the help file on Using the Customer Profile Dive Tabs for detailed information on how to use the dive tabs.

Main Page - When editing fields, touch to put focus in each specific field or use your keyboard Tab button to navigate around the fields. Use the touch keyboard below or your own keyboard to enter in any information.

Customer # - This number is automatically assigned when the new customer record is saved. The Alt. Code field is only filled in through the Retail Operations or populated from a data conversion.

Reassign Card - This option is not available to use on a New Customer record. If you use cards, see below on how to add a customer using a store customer card.

Personal Account or Business Account - Use these radio buttons to set the customer record as a Personal or Business account. You can fill toggle between the options, fill in the name fields and utilize both the customer name and business name on one record.

First, Last and Business Names - Three separate fields used to capture your customer's name and/or business name.

Address & Line 2 - Use these two fields to define the customer's home or work address.

City, State, Zip, Country - Four fields used to identify where your customer lives. The Zip Code field allows for Canadian code entry.

Note* If you type in the zip code first and it is a recognized number, it will back fill the City and State fields.

Drivers License - If your state has non-encrypted barcodes (and you have a Symbol DS6707 barcode scanner) or a magnetic stripe on the back of the driver's license, our software may be able to read and fill in the data in on that card. Typically this will include the customer's name, address, driver's license number, and date of birth.

Phone & Ext. - The phone field is preformatted, so just type in the customer's 10 digit phone number. Use the extension field if required for the given phone number.