App - Edit A Customer
An in-depth guide to Editing Customers via the Premier EPOS App
Introduction
When using the Premier EPOS App to edit a customer, you must first search for that customer using either their ID, Name, Phone, Email or Address. Once you have entered your search information, you then press Search to find the customers based on your searched criteria. Please see below screenshot.
Once you have entered your search details and pressed Search, the next screen will display your results. For our example search, we are looking for the name, John. The search results will show the Top 50 results. Please see below screenshot.
After entering search details and viewing the results, you can now click on each result to see further details about the customer and make changes to the customer information. Please see below screenshot.
Please note that pressing 'Back' at any point when editing a customer will reset your search. This will also occur when press Update Customer to the customer you are currently editing.
Save Changes
In order to save any changes to a customer, you press Update Customer at the bottom of the Edit A Customer page. Please see below screenshot.
For further details about the next section of the App, Appointments, click here.
If you have any additional questions about the above guide, please contact our Support Team on either 03303 800 142 or [email protected].
If you're a new customer and interested in joining Premier EPOS please click here for more information and to book your free demo.
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