POS Contacts
- 29 Mar 2023
- 1 Minute to read
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POS Contacts
- Updated on 29 Mar 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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Add A Contact
1. Click on the Guest icon and click Add New Contact.
2. Fill out the contact form. A driver's license can be swiped to collect as much customer data as legally possible to speed up data entry. Please note: not all states/provinces have magnetic strips on their rights; 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 aggregates all the contact information in one area for your review. It will show customer information, statistics, club memberships, order history, and tasks.
1. Click on the Contact's name and click Manage Contact.
2. The Contacts Dashboard will appear, and click on Edit Customer.
3. The Edit Contact window will pop up once you click Edit Customer.
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