Begin by logging into the POS to start a sale. A customer can be put onto the sale prior to entering into Work Orders, or in the signup wizard. Either way, a customer must be added to the sale in order to start or edit a work order.

For this help file, we will add the customer from within the Work Order wizard. Click the link to go to the basic help file to Add A Customer To A Sale.

In the POS screen, to into Tasks and click the Work Orders button. The first step in the wizard is to either select a Returning Customer from your database of existing customers or Add A New Customer record.

Returning Customer:

Select Returning Customer and click the Next button. An existing customer can be looked up by name, phone number, or if available, their customer card can be scanned. Select the method by clicking in the box next to each option then click the Next button.

If 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 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. Click the Next button to select the customer and move on through the wizard.

If 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. Click the Column Headers to sort the list and use the scroll bar or buttons to navigate through it. Click the Next button to select the customer and move on through the wizard.

If using the customer card, scan the card and the wizard will move you through to the next step.