Customer Profile Tab
Select + Add from the Customers homepage.
Fill out all required fields as indicated by an asterisk*
Account Number will Generate On Save.
If desired, enter Student ID and/or Alternate Lookup ID
Select or Deselect “No limit” & “Tax Exempt” checkboxes as needed.
Enter Tax Exempt Code if applicable.
Enter Comments
Enter Contact Phone and Contact Email
Select Save
Upon Save, new tabs appear.
Field | Definition | Field | Definition |
|---|---|---|---|
Account Number | Generated On Save | Primary/Mobile Phone | Customer's phone number |
Student ID | Enter Student ID | Extension | Phone number extension if applicable |
Alternate Lookup ID | If applicable, enter alternate lookup ID | Secondary Phone | Customer’s secondary phone number |
First Name | Customer’s first name | Extension | Phone number extension if applicable |
Last Name | Customer’s last name | Contact Address | Address to contact the customer |
Customer's email | Shipping Address | Address to ship to the customer |
Transaction History Tab
In Transaction History Tab, it will show all transactions on this Customer account.
You are able to see Transaction ID, Date & Time, Location, POS Device Name, Cashier, Transaction Type and Total.Use the View button on the left of the transaction line to view. This popup window appears.
View data and you can move to the next tab.
Rental History Tab
In the Rental History tab, you will be able to view rentals associated with the selected customer.
Review the Rental Status, Rental Information and Transaction Information as desired.
Use the Transaction # to search in the Transaction History tab to view more information on the transaction.
You are also able to find the same information in Reports > Transaction Search. However, you will need to search in the correct date range to find the transaction whereas the Transaction History tab will pull directly by transaction number.
Field | Definition | Field | Definition |
|---|---|---|---|
Accounts Tab
In the Accounts tab, you are able to see the customers who utilize this account. You are able to Unlink and Link Account.
When you select Link Account a window will popup letting you search/select from a dropdown list of Accounts.
Start Date and End Date will populate based on the Account if applicable. Otherwise, enter in Start and End Date.
If applicable, enter the Credit Limit. This will update the Available Funds. (credit limit-customer balance = available funds) Customer balance will update with use.
If it is a No Credit Limit Account, it would look like this.
Select OK to close window. Account is now available in the list.
To Unlink an Account, highlight the Account you wish to remove, and select Unlink. A popup will ask you if you are sure you want to do this, if so, select OK to perform action. Otherwise Cancel.
Save
Field | Definition | Field | Definition |
|---|---|---|---|
Account | Select Account from dropdown | Credit Limit | Credit limit for account |
Start Date | Start date for account (will populate if on AR account) | Customer Balance | Customer Balance (what the customer has used) |
End Date | End date for account (will populate if on AR account) | Available Funds | Available fund populates based on credit limit-balance=available funds |
FIRST PUBLISHED 04/26/2022
EDITED 03/31/2023
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