Customer Setup

This screen is where Customers are Added/Edited and Deleted.
Customers must be setup before using Customer Charges/Payments in Shift Paperwork.
 
If you think you need to make changes in this screens but are not sure, please contact Support.
 
Customer Setup
1

Grid Navigation

1. Grid Navigation 
Please see Grid Navigation instructions here. Please note that the navigation bar is driving the Employee Tree.
To Add a Customer just click on the Insert button and fill out the information and permissions.
To Select a Customer to edit just use the navigation bar to highlight the Customer or click on the Employee in the Tree view.
2

Customer Tree view

2. Customer Tree view
         List of all Customers set up in the system. You can click on the names to view/edit the information for any Customer in the list.
3

Customer Information

3. Customer Information 
This is the information for the Customer that is highlighted in the Tree view.  When adding a customer, fill in as much information as you can. You can edit this information at any time. Customer Code and Customer Name are required fields.
4

Customer Cards

4. Customer Cards
Customer cards is where proprietary cards that were issued to your customers for doing in-ihouse charges are setup. This setup is optional since only a few POS systems will support this functionality.