Customer accounts allow the customer to make a purchase under their name.
- Select the Customer button at the top left of the screen.
- A popup will appear with a list of the customers in your store.
- Select the Filter dropdown to choose how you would like to search for a specific customer. 4. Once the dropdown appears you will have the option to search for customers by Customer Name, First Name, Last Name, Account/Phone #, and Company Name.
- Enter the Customer Name.
- Select the Customer.
- A popup will appear asking if you would like to continue with the selected Customer. 8. Select YES to make a purchase with the selected Customer Account.
- The Customer Name and Balance will now appear above the transaction log.
Note: If a transaction is voided or all items are deleted then you must reselect the customer. You may only select one customer at a time.