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Identify the Customer

Complete the following procedures as appropriate to identify a customer and display his/her customer record on the Cash Register screen.

Add a New Customer

1. Position the cursor in the Customer Look-up field in the upper left corner of the Cash Register screen.

   

2. With the field blank, press the Enter key to display the Customer window showing all customer records on the Customer Look-up tab.

3. Click the New Customer button to display the Customer Information tab.

4. Enter customer information in the appropriate fields.

   Note: Refer to Set Up and Edit a Customer Record for more information on completing these fields.

5. When finished, click the Submit button to record the customer's information and add it to the Cash Register screen.

Select an Existing Customer

1. Position the cursor in the Customer Look-up field in the upper left corner of the Cash Register screen.

   

2. Enter search criteria (ID, last name, or phone number) in the field and press the Enter key to perform a search:

   • If the search returns only one record, the system automatically adds the customer's information to the Cash Register screen.

   • If the search returns multiple records, the Customer window displays these records on the Customer Look-up tab. Double-click the desired record to add the customer's information to the Cash Register screen.

   • If the search returns no records, the Customer window displays the Customer Look-up tab with no records.

     Note: Refer to Add a New Customer for information on creating a customer record and adding the customer's information to the Cash Register screen.

Clear the Selected Customer

Click the Clear Customer button to clear (remove the selected customer from) the Customer Look-up field.

Identify a Customer with the Customer Tab

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

2. Complete the following procedures as appropriate:

   • Add a Customer Record

     1. Click the New Customer button to display the Customer Information tab.

     2. Enter customer information in the appropriate fields.

        Note: Refer to Set Up and Edit a Customer Record for more information on completing these fields.

     3. When finished, click the Submit button to record the customer's information and add it to the Cash Register screen.

   • Select a Customer Record

     1. 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.

     2. Complete any of the following as needed:

        • Double-click the desired customer record to add the customer's information to the Cash Register screen.
        • Click the desired customer record and click the Select button to add the customer's information to the Cash Register screen.

        • Click the desired customer record and click the Modify button to display the customer's Customer Information tab.

          Note: Refer to Set Up and Edit a Customer Record for more information.

   • Select a Smartwaiver Customer Record

     Smartwaiver: This feature is available only if the store has completed the Set Up Smartwaiver Software for the Range Module procedure.

     1. Click the Smartwaiver button to display the Smartwaiver Search window.

     2. Enter names and dates in the appropriate fields as needed to restrict search parameters.

        Note: The system automatically populates some fields based on the date and search information entered while navigating to this window.

     3. Click the Search button to display completed waivers that match search criteria.

     4. Complete any of the following as desired:

        • Click a customer's Waiver button to view the waiver record on the Smartwaiver webpage.

        • Click a customer's PDF button to view the completed waiver PDF file on the Smartwaiver webpage.

     5. Click the Save button to display the new customer's Customer Information tab on the Customer window.

        Note: Refer to Set Up and Edit a Customer Record for more information on completing these fields.