Begin by logging into the POS to start a sale. To use the customer profile, you must Add A Customer To The Sale by either creating a new customer record or looking up one that already exists. This is an advanced help topic - refer to help topic, Customer Profile Details, for the basic customer profile settings (i.e. Main Page & Info Page tabs).

With a customer on the sale, click the Profile button (lower right button). Use the tabs in the Profile to navigate the Diver Info tab. For a final commitment, use the Save button on the touch keyboard to save all additions or changes and return to the sales window.

Diver Info Tab:

Page 2 Gear Details - Click the Page 2 link to view the customer's Gear Details. The gear for each customer is entered here by three methods.

Adding Gear Manually - Gear can be manually added for your customers, especially for products that were not purchased from your store and have not been serviced (as of late Aug. 2010). Adding products here will put the item into the service module for tracking.

Click the green Add button at the bottom of the Gear window. This will create a blank entry for setting up a new piece of gear. Use your keyboard or the touch keyboard to fill in the information and click the Save button on the touch keyboard to commit the new gear to the customer profile.

Product Code - If this product is an item in your inventory file, you can use the drop down arrow to scroll through a list of products. Selecting an product from the list will fill in the Description, Inventory Department and size and attribute. This field can be skipped if the customer does not have the original code and it is not an item you sell.

Description - If a product code is not selected, use the Description field to indicate the product being added.

Serial Number - Not a required field, but if added, will be tracked for scheduled maintenance and emailing.

Purchase Date - This field is set when a product has been purchased through EncomPos POS or can be set by using the ...button if the product was purchased prior to having EncomPos Software.

Store $? - If the product was sold through your store prior to having EncomPos Software, use this check box to indicate that it was purchased through you.

Inventory Department - This is a drop down arrow to set the department the product belongs to.

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