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Portals
  • Portals
  • Central Administration Server (CAS)
    • Configuration
      • Company Details
        • Company Information
          • QSR
            • Recipe/Modifiers
        • Mail
        • Payroll Settings
          • Creating or Modifying Employee Payroll Records
        • Merchant Email Configuration
        • Invoice Setup
      • Payment Settings
        • Payment Gateway
      • POS Settings
        • Back Up
          • Difference in Selective and Full Backups
        • Cash Drawer
        • Feedback Settings
        • Opening/Closing Bank
        • Other POS Settings
        • Package Handling
        • Related Item Recommendations
        • Quick Pick
        • Reorder Levels
        • Speed Keys
        • Reset Settings
      • Customer
        • Customer Static Category
        • Customer Frequency Based Category
      • Dashboard Settings
      • Integration
        • Ecwid
        • Mailchimp
        • Xero
          • Sign Up for Xero
        • Quick Books
      • Report Settings
        • Over Stocked/Under Stocked Settings
        • Reporting Date
          • Configure Reporting Date
          • Configure Reporting Date Button
          • Modify Reporting Date
    • Management
      • User
        • Employee
          • Create Employee
            • Role Hierarchy
          • Modify Employee
          • Modify Password
          • Modify Rights
            • CAS Rights
            • POS Rights
      • Hierarchy
        • Venue
        • Warehouse
        • Zone
        • Store
          • Create Store
          • Sales Projection
          • Virtual Store
        • Register
          • Create Register
          • Setup Register
          • Replace Register
          • Receive Register Backup
          • Terminate Register
        • Reporting Group
        • Modify Hierarchy
          • Modify Hierarchy Settings
          • Overriding Tax Rates
          • Override Min-Max Cash Drawer Amount
      • Inventory Classification
        • Master Item
          • Details on UPC
          • Master SKU
          • Modify Master Item
            • Mass Modify
          • Item Type
            • Package Items
            • Service Items
          • Item Image
            • Google Storage for Image Hosting
          • Inactive Status
          • Variable Priced Item
          • Create Size Brick from Master Item Screen
          • Extended Information : SKU Type
            • Fees
            • Item Alias
        • Serialization Prompt
        • Classifications
          • Departments
            • Merging Departments
            • No Discount Flag
          • Category
            • Merging a Category
          • Subcategory
            • Merging a Subcategory
        • Attributes
          • Attributes Classification
          • Style
          • Color
          • Size
          • Size Brick
            • Attribute Matrix
            • Create Size Brick from Master Item Screen
          • Brand
          • Season
          • Price Matrix
        • Vendor
          • Merging Vendors
        • Packages
        • Units
        • Post Dated Price List
        • Bin Location
        • Modify Inventory
      • Transaction Codes
        • Tax Codes
          • Tax Exempt Sales
        • Discount Codes
          • Multiple Item Discount
          • Variable Discount
          • Inactivate a Discount
          • Activating an Expired Discount
        • Coupon Codes
          • Groupon Coupon Discounts
        • Refund Codes
        • Royalty Levels
        • Price Book
          • Price Book Hierarchy
          • Customer Level Price Book
          • Venue and Store Level Price Book
          • Group Level Price Book
          • Item Level Price Book
          • Difference between a Price Book and Price List
        • Shipping Compliance
        • Prepaid Settings
          • Sample Layaway Disclaimers
        • Fee Settings
          • Inactivate a Fee
        • Modify Transactions
      • Email Alerts
      • Message Broadcast
    • Transactions
      • User
        • Modify Time Card
      • Inventory
        • Warehouse
          • Item Look Up
          • Generate Bar Code Label
            • Bar Code printing on a 2 x 1 roll paper
        • Inventory Adjustment
          • Initiate Adjustment
          • Modify Adjustment
          • Commit Adjustment
          • Reprint Adjustment Receipt
        • Merchandise Transfers
          • Initiate Transfers
          • Commit Transfers
          • Reprint Transfer Receipt
        • Merchandise Receiving
          • Receive Merchandise
            • Merchandise Receiving - from a Purchase Order
            • Merchandise Receiving Serial Info
            • Merchandise Receiving - Create a Bin
          • Merchandise Receipt Adjustment
          • Reprint Merchandise Receipt
      • Purchase Orders
        • Create or Modify Purchase Order
          • Creating a New Item (PO and Receiving)
          • Search for a PO
          • Modify or Delete a Purchase Order
          • Print a Purchase Order
          • Copying of Purchase Orders
        • Purchase Order Approval
          • Purchase Orders - Sending to the Vendor
          • Purchase Order Status Code
        • Purchase Order Tracking
        • Purchase Order Lookup
      • Store Transfer Orders
        • Store Order Tracking
      • Financial
        • Untitled
        • Reconciliation
          • Create
          • Modify
      • Customers
        • Create/ View Customers
          • Modifying Customer Records & Exporting to CSV
        • Create/ View Customers (New)
      • Sales
        • Initiate Manual Sales
        • Commit Manual Sale
        • Suspend Transactions
        • Modify Transactions
      • Invoices
    • Reports
      • Customer
        • Customer Activity
        • Loyalty Programs
          • Loyalty Program TabPOS
          • Loyalty Program WinPOS
      • Employee
        • Productivity
        • Time and Attendance
        • Employee Data
        • Pay Data
        • Sales Person Productivity
      • Inventory
        • Inventory Balance
        • Item Lookup
        • Inventory Adjustment
        • Bestseller List
        • Over Stocked & Under Stocked
        • Receiving Journal
        • Serial Number History
        • Serial Number On Hand
        • Inventory History Report
      • Sales
        • Real Time Sales
        • Periodic Sales
        • Total Sales Report
        • Projected Sales
        • Summary
        • Sales Tax Settlement
        • Store Credit
        • House Account
        • Tax Report
      • Transactions
        • Discount Transactions
        • Coupon Transactions
        • Refund Transactions
        • Cash Balances
        • Attribute Analysis
          • Filter and Consolidate Report
          • Stock Days Info
          • Inventory Turnover Data
          • Attribute Analysis Use Cases
        • Transaction Activity
        • Prepaid Activity
        • Fee Report
        • Tip Report
      • Purchase Orders
        • Status
        • Back Order
        • Variances
      • Warehouse
        • Merchandise Transfers
        • Pending Store Orders
        • Reorder Levels
        • Bin Location
        • Merchandise Receipts
      • Financial
        • Financial Reconciliation
          • Item (SKU) totals with Tax
        • Audit Report
      • Status
        • Register Status
        • POS Unit Status
      • Listings
        • Untitled
        • Hierarchy ID
          • Employee ID List
          • Register ID List
          • Store ID List
          • Venue ID List
          • Warehouse ID List
          • Zone ID List
        • Inventory ID
          • Bin Location List
          • Brand List
          • Category List
          • Color List
          • Department List
          • Item List
          • Measurement Unit List
          • Packaged Item List
          • Price List Listing
          • Season List
          • Size List
          • Style List
          • Sub Category List
          • Vendor List
        • Transaction ID
          • Coupon List
          • Discount List
          • Prepaid Settings List
          • Price Book List
          • Royalty List
          • Tax List
        • Employee List
        • Merchant List
        • Customer Group List
    • Utlities
      • BackUp
      • Restore
      • Advanced User Imports
        • Tips for a Successful File Import
        • Transactions Imports
        • Warehouse Management Imports
        • Item Management Imports
        • Transaction Codes Imports
        • Customer/ Users Imports
        • Classification and Attributes Imports
        • Hierarchy Imports
      • POS Synchronization From CAS
      • Reset Data
      • Report Automation
      • Report Automation Adhoc
      • Smart Imports
        • Tips for Smart Imports
    • Release Notes
      • Release Notes CAS 4.0.4
      • Release Notes CAS 4.0.3
      • Release Notes CAS 3.9
      • Release Notes CAS 3.8
      • Release Notes CAS 3.7.6
      • Release Notes CAS 3.7.5
      • Release Notes CAS 3.7.4
      • Release Notes CAS 3.7.31
      • Release Notes CAS 3.7.3
      • Release Notes CAS 3.7.2
      • Release Notes CAS 3.7.1
      • Release Notes CAS 3.7
      • Release Notes CAS 3.6.4
      • Release Notes CAS 3.6.3
      • Release Notes CAS 3.6.2
      • Release Notes CAS 3.6.1
      • Release Notes CAS 3.6
      • Release Notes CAS 3.5.16
      • Release Notes CAS 3.5.15
      • Release Notes CAS 3.5.14
      • Release Notes CAS 3.5.11
      • Release Notes CAS 3.5.10
    • Modules
      • Discounts, Coupons, and Promotions
      • Email Marketing
      • Predictive Reordering
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  1. Central Administration Server (CAS)
  2. Transactions

Customers

PreviousModifyNextCreate/ View Customers

Last updated 5 years ago

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From CAS, go to Transactions --> Customers --> Create/View Customers