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Change Customer

The Change Customer option changes the current customer from the default cash customer to the selected customer, invoking any special pricing within the current invoice.  For cash, check, credit card, and gift card payment, either selecting the customer at the invoice or payment screen is required if the customer is to have any of their allowed discounts, otherwise the system is unaware of the customer’s identity and possible discounts.  This step is required if the payment method is to be an account charge.  
 
Click on the Change Customer button to enter the customer's name to the invoice.  The Find Customer screen will be displayed.  Enter the customer's ID if it is known.  Entering a partial Customer ID or entering any information in any of the other fields and clicking on the Find Now button will present a list of matching Customer IDs from which the appropriate customer can be selected.  Clicking on the Find Now button with no information entered will list all of the customers in TransActPOS.  F4 will start the Add New Customer wizard to add a new customer to the system.  Unchecking the Small Search box will allow a search for customers using information entered in the OR Contains fields.  Checking the Find ONLY Account Charge Customers box will list only the customers allowed to charge items on their store accounts. The status drop down menu will allow you to search customers that have a status other than active. By default, it will won't display customers with an inactive status. To view these customer, change the status to Inactive and search for the customer.
 
The example below displays the current price of an item utilizing the system’s default customer of Cash Sale.   
 
Within the Accounts Receivable module, the customer Roger Walters Jr. has been given a 10% discount on all purchases.  When this customer is selected with the Change Customer feature, the system automatically recalculates the current invoice to indicate all available discounts.  
 
 
 
After the customer has been selected, all items will be discounted as indicated within the customer's setup.  For additional information regarding customer discounts, review AR | Customer File | Accounting and Settings tabs.