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Inventory Control POS Software Manual
09. Managing Customer Information
Select the Customers from the Module List on the left-side of the Screen: The Customer grid will be displayed. The purpose of this screen is to Add, Modify, Delete or Search for a Customer.
TIP: For your convenience, a WALK-IN customer record is included for creating quick invoices.
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To Add a new customer, click the Add button (the button with the Plus sign on it). A popup will appear where you can enter information such as the Customer Name and the Billing Address. Then press the OK button to save the record.
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To Modify an existing customer, select the record in the grid and press the Modify button (the button with the Pen on it). The Customer popup will appear where you can modify the Customer information. Then press the OK button to save changes.
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To Delete a customer, select the record in the grid and press the Delete button (the button with the X on it). If the Customer has dependencies, you will not be able to delete it. Otherwise, you will have to confirm and the record will be deleted.
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To Search for a customer, press the Find button (the button with the Magnifying Glass on it). The Search popup will appear where you can enter a criteria and press the Search button: If no criteria is entered, all the records will be returned. Select a record in the grid and press the OK button. Then, the Customer grid will be populated with the new criteria and the selected record will be high-lighted. For more info on how to do a search, refer to 22. Tips and Techniques.
Any changes in the records will be reflected in the Customer grid.
Other useful links:
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