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Customer Lookups using Tradepoint Point of Sale

Oct/3/2010

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Customer look ups can be performed within the point of sale screen easily. This is ideal for businesses which have cash sales as well as accounts for customers.

The customer lookup button from the main point of sale screen will prompt the option to lookup a specific customer.


 
The customer lookup screen will list any customers existing in Tradepoint. Type in all or part of a name and click the enter or return key to bring back results. 


 
Highlight the correct customer and click the Apply button. The customer will appear on the main POS screen just above the totals area.


 
Once the customer has been chosen sales can be processed through the point of sale for a specific customer. To return to processing cash transactions click the new sale button in the upper right corner of the screen.



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