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Point of Sale
  • Point of Sale ( POS )
  • Windows POS ( WinPOS )
    • Getting Started
      • Hardware
        • Magnetic Stripe Readers
          • HID or Keyboard MSR
        • Increasing Memory Size
        • Optimus Computer (Inventory Scanning)
      • SetUp
      • Installation & Download
        • Installing MySQL 5.6
        • Uninstall MYSQL 5.6 from Windows
      • Version
      • Uninstallation
    • Training Mode
    • Signing In
    • Clock In/Out
    • Configure
      • Setup
      • Terminate
      • Hardware
        • USB Pole Display
        • Powered COM Port
        • Printer Installation Information
        • Epson TM T20II
        • Configuring the POS Scale
        • Integrating a Honeywell Scale/Scanner
          • Compatibility of 64 bit OS
        • Brecknell Scale
          • Brecknell Scale Setup
          • Send the weight to the POS
          • Add decimal Points for Pound Weights
      • Settings
        • Backup
        • Receipt
          • Store Logo
          • Promotional Message
        • Transactions
        • Speed Keys POS
        • Logs
        • Payment Gateway Settings
          • PAX (Direct to Processor)
          • How to get IP Address from PAX?
        • Gift Card Processor
        • Automatic Coupon Settings
        • Cash Drawer
      • App Settings
      • Turn On Debug
    • Manage
      • Open Bank
      • Close Bank
        • Closing Procedures - Best Practices WinPOS
      • Cash Drawer
      • Batch Close
      • Z Report
      • ZZ Report
    • Transactions
      • Sales Transactions
        • General Item
        • Item Look Up
        • Tenders
          • Cash
          • Credit
          • Debit
          • Gift
            • Gift Cards
              • Smart Transaction Systems (Gift Cards)
              • Sample Gift Card Disclosure
          • Check
          • Other
            • Prepaid/Layaway
            • Dwolla
            • Store Credit
              • Store Credit as a Payment Type
          • Split
        • Return
          • Refund Verification - CAS
        • Find Customer
        • Select Receipt
        • Search
        • Add Item
          • Edit Item
        • Add Customer
          • Customer Transaction Analysis
        • Speed Keys
        • Quick Pick
        • QOH
        • Activate/Inquiry
        • Suspend
        • Resume
        • Sales Person
        • Serialization
        • Scan Item
        • Fees
        • Discount
        • Coupons
        • Go Green
        • Clear Cart (Void a Sales Transaction)
        • Multi Line Void -Delete Item from Cart
        • Prompt for Receipt Print
        • Multiple UPC
        • Help Screen for Function Keys
      • Cash Pickup
      • Misc Cash
      • Customer
      • Prepaid
    • Reports
      • Daily Sales Summary
        • Daily Sales Summary Description
      • Department Totals
      • PLU Movement
      • Hourly Sales
      • Cash Balances
      • Special Transactions
    • Utilities
      • Create Store Order
      • Receiving
      • Transfers
      • Adjustment
        • Inventory Adjustment Use Cases
      • Manual Index
      • Backup
      • Restore
      • Print Barcode Labels
      • Forced Sync
    • Error Messages - POS
    • Prepaid Deposit Transactions (Layaway)
      • CRM Builder
      • Prepaid Sale (Initial Transaction)
    • Common Questions and Answers
    • Release Notes
      • Release Notes POS 4.3
      • Release Notes POS 4.2
      • Release Notes POS 4.1.03
      • Release Notes POS 4.1.02
      • Release Notes POS 4.1.01
      • Release Notes POS 4.1
      • Release Notes POS 4.0.25
      • Release Notes POS 4.00.24
      • Release Notes POS 4.00.23
      • Release Notes POS 4.00.22
      • Release notes POS 4.00.21
      • Release Notes POS 4.00.20
      • Release Notes POS 4.00.19
      • Release Notes POS 4.00.18
      • Release Notes POS 4.00.17
      • Release Notes POS 4.00.16
      • Untitled
      • Untitled
      • Untitled
  • Tablet POS ( TabPOS )
    • Getting Started
      • Requirements
      • Hardware
        • Compatible Android Tablets
        • ADT ProPort Installation Process
        • Star Micronics mPOP
          • mPOP - How to Pair?
      • Installation
      • Demo Mode
      • Register
      • Login
        • TabPOS - PIN Entry
    • Configuration
      • Support
      • Merchant Info
      • Management
        • Open Bank/Close Bank
        • Misc Cash
        • Tip Payout
        • Z Report
      • Clock In/Clock Out
      • Manual Sync
      • Master Sync
      • Configuration
        • Device
        • Receipt
        • Payment
        • Hardware
        • General
        • CDS
      • Inventory
        • Merchandise Receiving
        • Inventory Adjustments
        • Inventory Transfer
      • Scheduling
    • Transaction
      • General Item Calculator
      • Tablet - QuickPick
      • Sales Transactions
        • Suspend
        • Resume
        • Tax Exempt
        • Transaction Level Coupon
        • Transaction Level Discount
        • Verified Refund
        • Gift Card Activation
        • Gift Card Balance Inquiry
        • Comments
        • Cash Drawer
        • Adjust Tip
        • Sales Person
        • Reprint Receipt
        • Reprint Kitchen Receipt
        • Table
      • Return
        • Store Credit as tender (purchases and Refunds)
      • Void : Clear Cart
    • Item
      • Add Item
      • Edit Item
      • Quantity on Hand
    • Customer
    • Reports
      • Daily Sales Report (DSR)
      • Z Report
      • ZZ report
      • Transaction Summary Report
    • QSR
      • Setting Up QSR
      • Using QSR on the tablet (sales)
    • retailcloud chat
    • Re-Registering TabPOS
    • Common Issues
      • What to do when you get a 'Please Settle' Error Message ?
  • Mobile POS ( mPOS )
    • Getting Started
      • Hardware
      • Setup & Installation
    • Register
    • Login
    • Sales Transaction
      • Customer Feedback
      • General Item Calculator
    • Return
    • Exchange
    • Gift
    • Resume
    • Item
    • Customer
    • Clock In & Clock Out
    • Reports
    • Settings
      • Merchant Information
      • Company Settings
      • Payment Settings
      • Printer
      • Purge Data Quota
      • Sync Interval Schedule
      • Manual Sync
      • Hardware Configurations
      • Transaction Fees
      • Receipt Configurations
      • Pair With RC Platform Account
      • Enable Verified Refund
      • Enable Tip Transaction
      • Enable Enhanced Email Receipt
    • Support
    • Logout
  • 6IX POS
    • Getting Started
      • Hardware
      • Set Up
      • Installation & Download
      • Versions
    • Register
    • Login
    • Sales Transaction
      • General Item Calculator
      • Return Verified Transaction
      • Quick Pick
      • Tips
    • Products
    • Customers
    • Employees
    • Clock In / Out
    • Company Settings
    • Management
    • Tip Adjustment
    • Cash Drawer
    • Configurations
    • Manual Sync
    • Reports
    • Reprint Receipt
    • Gift Activation
    • Gift Balance Inquiry
  • Feedbk
  • Kitchen Display System (KDS)
  • Skedool POS
    • Getting Started
      • Hardware
      • Setup
      • Installation & Download
      • Register
      • Login
    • Configuration
      • Configuration
      • Reports
      • Gift Activation
      • Gift Balance Inquiry
    • Schedule
    • Waitlist
    • Customers
    • Products
    • POS
      • Quickpicks
      • General Item Calculator
      • Verified Refund
      • Suspend
      • Resume
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  1. Tablet POS ( TabPOS )

Customer

PreviousQuantity on HandNextReports

Last updated 5 years ago

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Tablet Customer Tab

This is the Customer Tab on the tablet.Here you will see all your customers that you have in your system.This tab is pretty simple if you select one of your customers you will see their info.

Some other Functions on the Customer Tab is the Search, Add Customer, Shopping Cart, and Chat.

  • The Search button lets you search for a customer by there Name on your CAS.

  • The Plus sign lets you Add a customer that you might be speaking with or ringing up.

  • The Shopping Cart is very useful on this screen, meaning if you already have items in you shopping cart and you add a customer from this screen they will already be on the attached to the transaction.

  • The Chat Button will take you to your internet browser so you can start a chat with a support representative.

You can see your customers purchase history by selecting Customer and selecting Transaction History.

You can see your customers item purchase history by selecting Customer and selecting Item History.

You can add a customer from this screen by pressing the plus sign and it will take you to the add customer screen and there you enter all the mandatory requirements to add a customer.

Select the check mark once you have enter all the mandatory requirements to add the customer. Now they will be in your system and be able to be added to transactions.