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Manage Customer Information

Complete these Data Center procedures to set up, maintain, and review customer data including personal information, ID types, house accounts, purchase histories, and an assortment of useful customer lists.

Select a Customer

Create a Customer Record

Modify a Customer Record

Clear the Currently Selected Customer

View a Customer’s Transactions History

Reprint a Customer’s Transaction Receipt

View a Customer’s Sales Orders

Print an Invoice from the Sales Orders for <customer> Screen

Print a Customer’s Signed Waiver

View the Customer Alias ID List

Create or Edit an Alias ID

Manage Identification Types

View and Update the Customer List

Import Customer Data

Manage System-Identified Duplicate Customer Records

Manage Manually Identified Duplicate Customer Records

View the Best Customer List

View the Customer Sales Report

View the House Accounts Report

 

 

 

 

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