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POS Screen Customer Modify

Modifying customers through the POS Screen can be done in two ways depending on the setting used in Idealpos.

 

Customer Button with Y/N Options enabled for ‘Fast Customer Searching’ and 'Fast Customer Searching allow Modify'

Press the ‘Customer’ button on the POS Screen.

 

 

Start typing a name > Buttons will start to appear that much your selection > Press the button for the Customer that you want to select.

 

 

The screen will change where you can modify a select amount of fields related to the Customer.

 

 

>>> Button at the top of POS Screen

If a Customer has already been selected for the sale and their details are displaying on the screen, there will be a small '>>>' button at the top of the screen in yellow.

 

 

This will toggle the Customer Details to display in the bottom right half of the screen.

 

 

Select Modify > the full Customer details window will open, where you can edit all fields that apply to the Customer.

For more information about the Customer fields that are displayed when modifying a Customer, click here.

 

 

Press Save to be taken back to the previous screen.