Associate a Customer with the Transaction

To search for a customer record from the Customer Search window:

Figure 8-1 Customer Search Form

1. Enter the customer search criteria:

   Note:

   Enter as much information as possible to limit the number of customer records returned.

   • Phone # - Phone number associated with the customer.

   • Last Name - Customer last name.

   • First Name - Customer first name.

   • City - City in the customer's address.

   • State - State in the customer's address.

     Note:

     Values in this drop-down menu can be changed using the Change Country button.

   • Postal Code - Postal or zip code.

   • Loyalty # - Customer loyalty number.

   • Customer # - Customer ID number.

2. Click Process.

   Xstore Point of Service displays a list of customers matching the search criteria.

   Note:

   If no customer record matches the criteria, Xstore Point of Service displays a message indicating that no customer records have been found. Click New to Add a Customer Record, or click Back to return to Step 1.

3. If necessary, select the correct customer from the list:

   Figure 8-2 Customer Search Results

   
   

   

   
   

   Note:

   If only one customer matches the search criteria, Xstore Point of Service may open the selected customer record for viewing, editing, or printing. Continue with Step 5.

   • Click the customer.

   • Use the up and down arrows to highlight the correct customer, then press the Spacebar.

4. Click the proper button:

   • Back – Return to the Customer Search form (Step 1) Select this option if the correct customer is not listed and you want to change the search criteria.

   • Select & Continue – Assign the selected name to the transaction. Continue the transaction.

   • Select & View – Open the selected customer record for viewing, editing, or printing. Continue with Step 5.

   • New – Display a form for adding a new customer record to the customer database. Select this option if the customer is not in the database. See Add a Customer Record.

5. Click the proper button:

   • Back – Returns to the Customer Search form (Step 1).

   • Assign and Continue - Associates the customer with transaction. Continue the transaction.

   • Edit Customer - Allows you to change information in the customer record. See Edit a Customer Record.

   • Customer Options – Displays a list of customer options. See Additional Customer Options.

   • Previous Tab and Next Tab - Navigate through the tabs.

     Note:

     See Customer Maintenance Fields for more information about each tab.