Overview

Adding new customers to The Edge POS system is essential for tracking sales, managing customer relationships, and utilising promotional tools. The system is designed to help prevent duplicate customer entries by prompting you to search for an existing customer before adding a new one. This ensures that customer records remain accurate and up to date. This guide will walk you through the steps for adding a new customer, whether they are already in the database or need to be added.

The Edge has a Duplicate Prevention system in place. You are required to search for an existing customer before adding a new one to avoid creating duplicate records in the database.

Steps to Enter a New Customer

Starting in the POS Screen Select the Salesperson

Search for an Existing Customer

• Start by selecting the Find Cust button on the POS screen. This will prompt you to search the customer database to ensure the person is not already registered.

Search Criteria

• A window will appear where you can search for the customer by entering their known details e.g. First Name, last name, phone number. Once you’ve entered the details, click OK.

Check for Existing Customer

• If the customer is already in your database, their details will appear on the screen. You can then proceed with processing the transaction.

Add a New Customer

• If no matching customer is found, the window will be empty, or the customer is not in the list. In this case, the best way is to click on the Fast Add button to add the customer to the system.

Note: The Add button can be used, but it requires additional information to save the customer record. This option is typically used when adding a company as a customer. For more details on the required fields, refer to the Basic POS – Interpreting Customer Card manual.

Enter Customer Details

• The Fast Add window will appear, prompting you to enter the minimum required information for the new customer. This typical information that you should gather includes:

• First and Last name
• Phone number
• Email Address

Note: The Fast Add screen will prepopulate with any available information based on the search criteria.

Finalise the Customer Entry

• After entering the required details, click OK to add the customer to the system.

When asked about mailouts, click No unless you wish to add the customer's physical address at this time.

The customer's details will now appear on the top left of your POS screen, confirming that they are successfully added to your customer database.

If you need to update customer information, please refer to the Basic POS – Updating Customer Information manual.