The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
A feature that allows you to edit the details on an existing customer record.
WHAT IT DOES
This feature gives you three different ways to edit a customer record: From The Edge main menu, from Point of Sale, and from the Customer Display. TAKE NOTE: It is possible to edit all details on an existing customer record with the exception of the customer number; this is assigned by The Edge and cannot be changed. In order to edit a customer, you must find them. If you need more details on searching for customers, look to the Customer Find Filter, where a wide variety of criteria is available. This filter is utilized throughout the software; understanding it is paramount to getting the most out of Edge reporting, marketing, and more.
HOW IT WORKS
To edit from The Edge main menu:
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Click Customer Find. Enter search criteria and click OK.
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Select and edit the customer or double click on them.
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Make desired changes and save them.
From Point of Sale:
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Open POS.
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Click Find Cust in the top left, enter search criteria, and click OK.
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Double click the customer‘s name or click the Notes/Edit button to open the customer record.
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Make desired changes and save them.
From the Customer Display:
There are two system options to activate the Customer Display.
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Use Customer Display for Edits enables it in place of the old customer record when editing from
the Edge main menu.
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Show Customer Display enables it at POS when a customer is selected.
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See Customer Display for details on working with this feature.
- Click Customer Find. Enter search criteria and click OK.
- Select and edit the customer or double click on them.
- Make desired changes and save them.
- Open POS.
- Click Find Cust in the top left, enter search criteria, and click OK.
- Double click the customer‘s name or click the Notes/Edit button to open the customer record.
- Make desired changes and save them.
- Use Customer Display for Edits enables it in place of the old customer record when editing from the Edge main menu.
- Show Customer Display enables it at POS when a customer is selected.
- See Customer Display for details on working with this feature.
EXPAND YOUR EDGE EDUCATION
To learn more about Editing a Customer record, click below or visitEdgeUser.com and search Editing a Customer under Customers in the Knowledgebase. You’ll also find links to other related customer features including Adding a New Customer and Deleting a Customer (Mark Inactive).
