How to Search for a Customer

Modified on Fri, 24 May at 9:01 AM

In the POS, press Find Customer button or use the keyboard shortcut {Alt+F1}. If you type into the search box, it will use that value to do an initial search.

This will open the Find a Customer window, where you can search by:

Customer Name - Full Name or Partial Name Match (examples: "Jack Johnson", "Johnson, Jack", "Johson", "Jack", "Jack John")
Email - Complete email address
Phone number - works with or without area code. Dashes and parenthesis can be used but are removed (examples: "2072106003", "210-6003", "207210")

Type the search criteria, press Enter to run the search, and the matching results will appear.

Example: search for customer by name

In the customer Find a Customer window, you can use the Edit Customer button to edit the account details, or you can press the Select Customer button or Enter key to associate the customer with the current transaction in the POS.

Example: customer selected for the current transaction