Lesson 52 of 64
Store content & customers
Maintain customer profiles and delivery addresses
Keep customer identity, addresses and order history accurate without duplicating profiles.
Before you begin
Have customer-management permission and accurate contact information supplied by the customer.
Step by step
- Search by name, phone or email before creating a customer.
- Add or edit the intended profile and review its active state and contact details.
- Maintain delivery addresses with complete locality and contact details, checking which address is selected for an order.
- Open order or account history from the profile when investigating a sale or balance.
- Save and reopen the profile; verify the correct customer is attached to the next POS sale or order.
Check the result
Customer identity and selected delivery address should match the intended order recipient.
Common question
Does editing a profile correct an old transaction?
Review the original transaction separately; saved transaction details may retain their recorded history.