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This document provides instructions for adding customer information to a Point of Sale (POS) order, which only applies to users of the PlusPOS and Enterprise editions of the Order Manager.
While the program does not require customer information to be entered for POS orders, it is beneficial to the merchant in several ways. It not only allows the merchant to identify their repeat customers for marketing purposes, it is also necessary for the program to issue store credit to a customer, rather than giving the customer cash or crediting a credit card transaction.
Customer information can be added at the time the merchandise is returned, but the process can be a bit cumbersome and may require someone at a managerial level to complete the process.
The Add/Edit Customer Information screen is opened when the [F5] key of the Point of Sale interface is clicked, assuming that the user has not altered the Hot Key settings. It allows the user to enter or change customer information associated with the order.
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Figure 1: POS Add/Edit Customer Information screen - Cust Lookup (F5)
after adding customer information at this screen, click this button to validate it against the USPS servers
to validate the billing address information, click the icon above the Bill To: section
to validate the recipient's address information, click the icon above the Ship To: section
enter the name of a person or company who referred the current customer to your store
the data entered in this field is not related to Referral Lists that can be predefined at the List Maintenance screen and accessed elsewhere in the program
select one of the pre-defined shipping methods from this list if the customer would like to have their purchase shipped to the recipient
Shipping Methods can be defined via the Shipping section of the Store Setup Wizard
None
% Off
Cost +Markup
Amount
only visible if system parameter UseMultiLevelPricing = TRUE
refer to Price Levels for more information
optionally, enter the tax ID of the customer or EIN of the company
this information is not used by the program, it merely stores the data
click this button to close the Add/Edit Customer screen
unless the [Save] button has been clicked, any data entered in this screen is not added to the order
Refer to Knowledge Base topic, Add Customer Information to a POS Order.
Created: 10/13/11
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