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POS Customer Display
WHAT IT IS

The Customer Display feature enables a new sidebar that appears on the right at POS.

WHAT IT DOES

This new sidebar at POS provides all the information traditionally found within the Customer Record. In addition to a new interface, it also includes enhancements to make it simpler to work with Customer Balances, Service Jobs, and more.

HOW TO SET IT UP

Note - the Customer Display is set to OFF by default.) You must enable this feature by setting the Show Customer Display option to True in System Options to see the sidebar in POS.
To access System Options:
  1. Navigate to Administrative → System Options.
  2. To see all available options, use the search bar and search Customer Display.
Available System Options:
  • POS Options Scheme:
  • Show Customer Display: Enables this feature. Set this to True to activate the side bar in POS.
  • Customer Options
  • Show ranks on Customer Display: Activates the Customer Rankings feature which will rank customers based on transaction history.
  • Use Customer Display for Edits: Use the new Customer Display when opening Customer Records outside of POS.

EXPAND YOUR EDGE EDUCATION

Interested in learning more about the POS Customer Display feature, including how to use it? Click below, or visit EdgerUser.com and type POS Customer Display. You’ll also find a handy tip sheet, with all the info on this feature in one easy-to-read document.