Editing a Customer Record (Point of Sale)

Please watch the following video, or read the content below for a step-by-step guide on how to edit a customer record. 

(There is also a PDF version of this guide attached to this page for your convenience.)

1. Starting on the main sales screen, tap on the “Add Customer” button.
2. Find the customer using the blue search boxes at the top. Tap on the customer’s name once you have located them.
3. Tap on their name where the “Add Customer” button was previously. This will open the customer record edit screen.
4. Edit any customer information on this screen as needed.
5. Once all changes have been made, tap “Save” to save changes.

YOU’RE DONE!

There is also a PDF version of this guide attached to this page for your convenience.