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Set Up and Edit a Customer Record

1. Click the Customer tab to display the Customer window.

   

2. Complete the following procedures as appropriate to maintain customer records:

   Set Up a New Customer Record

   Click the New Customer button to display the Customer Information page. Continue with the procedure below.

   Edit an Existing Customer Record

   Complete either of the following to enter search criteria and display all matching customers: Click in the Phone Number field and enter the customer’s phone number. Click in the ID/LastName field and use the keyboard or onscreen letter buttons to enter the customer’s last name or customer ID. Then click the Enter button (or press the Enter key on the keyboard) to display search results. Click the customer record to select (highlight) it. Click the Modify button to display the customer's Customer Information page. Continue with the procedure below.

3. Enter/edit the customer's information.

   Note: Required fields and settings are displayed with red borders. Some fields may not be present in all situations.

   Note: If the customer has a government-issued ID, click the Scan button to scan it and automatically fill certain fields.

   Prefix	Select a prefix from the drop-down menu.
   First	Enter the customer's first name.
   Middle	Enter the customer's middle name.
   Last	Enter the customer's last name.
   Suffix	Select a suffix from the drop-down menu.
   Gender	Select a gender from the drop-down menu.
   Company	Enter the customer's company name.
   Birth Date	Enter the customer's birth date (mm/dd/yyyy) or Select a Date with the calendar button.
   Customer ID	The system automatically generates a unique number and assigns it to the customer.
   Alias ID	Enter a unique retailer-generated number per store policy.
   Salesperson	Select the appropriate salesperson from the drop-down menu.
   Tax ID	Enter the customer's unique, government-issued number to designate tax-exempt status for the customer.
   ID #1; ID #2; ID #3	Enter up to three unique ID records. Click a tab to display the fields for that record.
   	ID #	Enter the ID number.
   	ID Source	Select the ID source from the drop-down menu.
   	ID Expiration	Enter the ID expiration date (mm/dd/yyyy) or Select a Date with the calendar button.
   FFL	Enter the customer's FFL number.
   Note	Enter a brief explanatory note about the customer to be displayed at the Register.
   Scan	Click the button to scan the customer’s  government-issued ID and automatically fill certain fields.
   Addresses	If an address record is not needed, click its Close (red X) button to close it. If an additional address record is needed, click the Add (green +) button to open it.
   	Preferred	If this address record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Country	Select the country from the drop-down menu.
   	Address 1	Enter the first line of the street address.
   	Address 2	Enter the second line of the street address (if applicable).
   	City	Enter the city.
   	State	Enter the two-letter abbreviation for the state. The field also accepts PR, GU, MP, VI, AS, AA, AE, and AP.
   	Zip	Enter the ZIP code.
   	County	Enter the county.
   Phones	If a phone record is not needed, click its Close (red X) button to close it. If an additional phone record is needed, click the Add (green +) button to open it.
   	Preferred	If this phone record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Voice	If this phone number can receive voice calls, check the checkbox.
   	Text	If this phone number can receive text messages, check the checkbox.
   	Phone Number	Enter the entire (xxx-xxx-xxxx) phone number.
   Emails	If an email record is not needed, click its Close (red X) button to close it. If an additional email record is needed, click the Add (green +) button to open it.
   	Preferred	If this email record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Email Address	Enter the entire email address.
   Images	To select an image from existing files, click the Add New Image (green +) button to locate and load the desired file. To capture a new image through an integrated webcam or with a screenshot, click the Capture New Image (blue +) button to display the Customer Snapshot window and capture the desired image. Refer to Use the Customer Snapshot window for more information.
   	Preferred	If the image is the preferred image for this customer, check the checkbox. Note: If the record displays one or more images, one image must be selected as the preferred image for the record to be saved.
   Web Sites	If a website record is not needed, click its Close (red X) button to close it. If an additional website record is needed, click the Add (green +) button to open it.
   	Preferred	If this website record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	URL Address	Enter the website's URL address.

4. When finished, click the Submit button to retain this customer record and return to the Cash Register screen.