- POS
- POS Contacts
- POS Contacts
Contacts on POS
The POS application allows you to search for existing contacts from your cloud database or add new contacts right on the ipad. You will also be able to manage the customer on the POS application, adjusting things like:
- Adding a Contact
- Editing Billing Information
- Add Club Memberships
- Review Order History
- Review Previously Purchased Products
- Contact Types
- Shipping Addresses
- Credit Cards
- Internal Customer Notes
- Tasks
- Email History
Add A Contact
1. Click on the Guest icon and click Add New Contact.
2. Fill out the contact form. To speed up data entry a drivers licence can be swiped to collect as much customer data as legally possible. Please note: not all states/provinces have magnetic strips on their licences, those without cannot be read when swiped.
3. Click Add More Info if you would like to enter more customer information into the profile. Click Add when done.
Enabling Contact is Non Taxable will update the Contact's record and make it Non Taxable. All orders processed for this contact will not be taxed.
Managing Contact on POS
Contact Dashboard
The contact dashboard has all the contact's information aggregated in one area for your review. It will show the customer information, statistics, club memberships, order history and tasks.
1. Click on the contacts name and click Manage Contact.
2. The Contacts Dashboard will appear and click on Edit Customer.
3. Once you click on Edit Customer, the Edit Contact window will pop up.
