The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
This allows you to add new customers at Point of Sale (POS) or through the Edge main menu.
WHAT IT DOES
This gives you two different ways to add new customers. When adding at POS, the system option Customer Add Screen controls whether to display the fast or full New Customer form. For instructions at using these at POS, see Adding a Customer at POS. TAKE NOTE: As most stores will be adding new customers at POS there are several system options available to make specific fields, like phone, email, and/or address, required. When adding from the Edge main menu, you are presented with the full customer record along with all its tabs.
HOW IT WORKS
To add a new customer from the main menu:
-
Click Customer → Add. The New Customer window will appear with the General tab selected.
-
The only required fields are First and Last name for the Primary customer. Fill in other fields as
desired. Note that this differs from adding customers via POS where fields can be set to be
required in system options.
-
Optionally, you can enter the Spouse/Partner at this time, or use the drop-down under
Spouse/Partner to link this to an existing customer record.
-
Use the +Address, +Phone, and +Email buttons to add contact methods.
-
Optionally, visit the other tabs, like Sizing, to enter additional details about this customer. TAKE
NOTE: View Customer Record for a breakdown of each tab and definitions for all fields.
-
Click one of the Save buttons when finished. TAKE NOTE: The system option Customer
Duplicate Check controls whether the Edge will automatically check to see if the customer being
entered matches a possible existing customer. If enabled, potential matches will be displayed
when you attempt to save the new customer.
- Click Customer → Add. The New Customer window will appear with the General tab selected.
- The only required fields are First and Last name for the Primary customer. Fill in other fields as desired. Note that this differs from adding customers via POS where fields can be set to be required in system options.
- Optionally, you can enter the Spouse/Partner at this time, or use the drop-down under Spouse/Partner to link this to an existing customer record.
- Use the +Address, +Phone, and +Email buttons to add contact methods.
- Optionally, visit the other tabs, like Sizing, to enter additional details about this customer. TAKE NOTE: View Customer Record for a breakdown of each tab and definitions for all fields.
- Click one of the Save buttons when finished. TAKE NOTE: The system option Customer Duplicate Check controls whether the Edge will automatically check to see if the customer being entered matches a possible existing customer. If enabled, potential matches will be displayed when you attempt to save the new customer.
EXPAND YOUR EDGE EDUCATION
To learn more about Adding a New Customer from the Main Menu, click below, or visit EdgeUser.com and search under “Customers.” You’ll find helpful screenshots, as well as links to additional related customer features like, Editing a Customer and Deleting a Customer (Mark Inactive).
