Customers - Mosaic

Customer Profile Tab

Field	Definition	Field	Definition

Field	Definition	Field	Definition
Account Number	Generated On Save if left blank.	Extension	Phone number extension if applicable
Student ID	Enter Student ID	Secondary Phone	Customer’s secondary phone number
Alternate Lookup ID	If applicable, enter alternate lookup ID	Extension	Phone number extension if applicable
First Name	Customer’s first name	Active	Defaults to Active. Mark customer as inactive as needed. If Inactive, warning displays on Web Orders for inactive customer.
Last Name	Customer’s last name	Contact Address	Address to contact the customer
Email	Customer's email	Shipping Address	Address to ship to the customer
Primary/Mobile Phone	Customer's phone number	Internal Customer Notes	This field is only viewable by users with access to edit the customer. It is not viewable to the customer.

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.
Review data and you can move to the next 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.
1. 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

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.
1. 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

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 (Amount customer has spent)
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 06/23/2023