CUSTOMERS

Merge Duplicate Customers in Point of Sale

11/29/2017 9:40:03 PM Jay Thompson

Occasionally, you may find that a customer has been entered twice in your customer list. This might happen, for example, if an associate spells the name slightly different when looking up the customer.

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QuickBooks POS: Customer Rewards Overview

11/29/2017 9:40:03 PM Jay Thompson

Reward Manager: Point of Sale program window where you define the parameters of your Rewards program. Rewards Member: Any customer that has been enrolled as a member in your program. Point of Sale automatically tracks reward members’ purchases and rewards.

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QuickBooks Point of Sale Help: Write Customer Letters from POS

11/29/2017 9:40:03 PM Jay Thompson

Point of Sale provides Microsoft Word integration for writing letters to customers and vendors. The letters can include data from the customer and vendor records as well as from documents made for the customer or vendor.

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QuickBooks Point of Sale: Add a Customer

11/29/2017 9:40:03 PM Jay Thompson

To delete customers: Select the customer record or records you wish to delete in your customer list. Select Delete from the I Want To menu. Point of Sale will alert you if a selected customer cannot be deleted. If prompted, confirm the deletion and specify if you want to delete the customer(s) from your QuickBooks financial software as well.

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QuickBooks Point of Sale: Delete Customer Records

11/29/2017 9:40:03 PM Jay Thompson

To delete customers: Select the customer record or records you wish to delete in your customer list. Select Delete from the I Want To menu. Point of Sale will alert you if a selected customer cannot be deleted. If prompted, confirm the deletion and specify if you want to delete the customer(s) from your QuickBooks financial software as well.

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QuickBooks POS: Customer Ratings

11/29/2017 9:40:03 PM Jay Thompson

Customer ratings provide a graphical ranking of your customers based on profit realized or total dollar sales volume over a specified time period.Only the Server Workstation can change the ratings preferences. 1.) On the Home page, select Company Preferences under the Preferences key towards the bottom right.

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QuickBooks POS: Splitting Payment

11/29/2017 9:40:03 PM Jay Thompson

Customer preferences allow you to specify if you want so share customer information with your QuickBooks financial software and if you want to require that a customer be recorded on all sales.

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QuickBooks POS: Customer Preferences

11/29/2017 9:40:03 PM Jay Thompson

Customer preferences allow you to specify if you want so share customer information with your QuickBooks financial software and if you want to require that a customer be recorded on all sales.

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