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Customer Records

  • Adding a Customer (Point of Sale)

    Please watch the following video, or read the content below for a step-by-step guide on how to add a new or existing customer to a transaction on the point of sale.  (There is also a PDF version of th...

  • Creating a Customer Group

    Please read the content below for a step-by-step guide on how to create a new customer group.  (There is also a PDF version of this guide attached to this page for your convenience.) Starting on the O...

  • Applying a Customer Group (Portal)

    Please read the content below for a step-by-step guide on how to apply a customer group on the portal.  (There is also a PDF version of this guide attached to this page for your convenience.) This tut...

  • Applying a Customer Group (Point of Sale)

    Please watch the following video, or read the content below for a step-by-step guide on how to apply a customer group on the point of sale.  (There is also a PDF version of this guide attached to this...

  • Viewing Customer History (Point of Sale)

    Please watch the following video, or read the content below for a step-by-step guide on how to view a customer's history on the point of sale.  (There is also a PDF version of this guide attached to t...

  • 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 conven...