Updating Customer Details
Overview
This guide explains how to locate and maintain customer records in Retail Edge, including updating contact information and personal details. Customer records can be accessed from both the POS and Back Office environments.
Accessing Customer Records
Customer details can be accessed in two ways:
- Via the POS screen, by selecting the Find Cust. button.
POS screen — Find Cust. button
- Via the Back Office, by selecting Customer → Find.
Back Office — Customer → Find
On both occasions, a window to enter your search criteria will appear.
Customer search window — enter name, phone, or email
- Enter the relevant customer details (name, phone number, or email).
- Click OK to display matching results.
- Select the required customer record and either highlight and click Edit, or double-click to open it.
Editing Customer Details
Once the customer record is open:
- Use the General tab to update customer name, partner details, and birthday and anniversary dates.
- Use the Add, Edit, or Remove buttons to maintain phone numbers, email addresses, physical addresses, and customer relationships.
Customer record — General tab showing editable contact details
Related Articles
Adding a New Customer
Overview Adding new customers to The Edge POS system is essential for tracking sales, managing customer relationships, and utilising promotional tools. The system includes a Duplicate Prevention feature that requires you to search for an existing ...Customer Activity Screen
Overview The Customer Activity screen provides a complete transaction history for an individual customer. It allows staff to review purchases, repairs, special orders, payments, refunds, and loyalty activity in one consolidated view. Accessing the ...Customer Card Overview
Overview The Customer Card in The Edge POS system is a comprehensive tool for managing customer information, relationships, and interactions. It provides access to essential customer information, transaction history, and customisation options to ...Customer Accounts
Overview The Account Customer function allows businesses to provide customers with a credit facility. Account Customers can make purchases up to an assigned credit limit and settle the balance after receiving a monthly statement. This streamlines ...Insurance Claims Sales
Overview This manual provides a step-by-step guide for handling insurance claim sales within The Edge POS system. It covers all essential processes, from initial setup of miscellaneous sale codes for insurance claims to handling payments, applying ...