{"id":254,"date":"2019-04-03T19:24:59","date_gmt":"2019-04-03T19:24:59","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=254"},"modified":"2025-06-12T13:48:30","modified_gmt":"2025-06-12T13:48:30","slug":"pos-add-customer-information","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/pos-add-customer-information\/","title":{"rendered":"POS Add Customer Information"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li class=\"CopyofBulletedList\">This topic provides instructions for adding customer information to a Point-of-Sale order, which only applies to the PlusPOS and Enterprise editions of\u00a0<span style=\"font-size: small;\">SEOM<\/span>.<\/li>\n<li class=\"CopyofBulletedList\">While the program does not require customer information to be entered for POS\u00a0orders, it is beneficial to the merchant in several ways. It not only allows the merchant to identify their repeat customers for marketing purposes, it is also necessary for the program to issue store credit to a customer, rather than giving the customer cash or crediting a credit card transaction.<\/li>\n<\/ul>\n<h3>Open the POS system and Add Customer Information to an Order<\/h3>\n<ol start=\"1\">\n<li><span class=\"glossterm\">Go to<\/span>\u00a0<strong><span class=\"glossterm\"><i>Main Menu &gt; Create a New Order &gt; Point-of-Sale<\/i><\/span><\/strong>\u00a0to open the Point-of-Sale system. The\u00a0<strong>Process My Orders<\/strong>\u00a0shortcut button can be configured to open the Point-of-Sale system, as well.<\/li>\n<li>Click<strong> F5<\/strong> hot-key to open the <i>Add Customer Information <\/i>screen. The default setting of the F5 key is Customer Lookup, although it may be modified by the user. See the\u00a0<i>Knowledge Base<\/i>\u00a0topic,\u00a0<i>Hot Keys<\/i>\u00a0for more information.<\/li>\n<\/ol>\n<p><u><strong>Note<\/strong>:<\/u>\u00a0If the F5 Customer Lookup button is clicked on an order that already has customer information associated with it, the\u00a0<i>Add Customer Information<\/i>\u00a0screen is titled,\u00a0<i>Edit Customer Information<\/i>, instead.<\/p>\n<p>The upper portion of the screen is divided into two sections:<\/p>\n<p>Bill To:\u00a0\u00a0\u00a0\u00a0&#8211; enter the customer&#8217;s billing information<\/p>\n<p>Ship To:\u00a0\u00a0&#8211; enter the shipping information<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3753\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0059.png\" alt=\"\" width=\"572\" height=\"394\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0059.png 572w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0059-300x207.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0059-50x34.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0059-60x41.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0059-100x69.png 100w\" sizes=\"(max-width: 572px) 100vw, 572px\" \/><\/p>\n<p class=\"Image\">\n<ol start=\"3\">\n<li>Enter the appropriate address information in both sections of the screen.<\/li>\n<\/ol>\n<ol>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>If provided, type the name of the referral source in\u00a0<strong>Referred By<\/strong>\u00a0field of the\u00a0<strong>Bill To<\/strong>:\u00a0section.<\/li>\n<li>In the\u00a0<strong>Ship To<\/strong>: section, select\u00a0a\u00a0<strong>Ship Method<\/strong>\u00a0from the drop-down list, if the customer has requested the order to be shipped rather than taken with them directly from the store.<\/li>\n<li>If the email address entered in the\u00a0<strong>Bill To<\/strong>:\u00a0section is already associated with an existing customer record, the program opens the\u00a0<i>Select Customer<\/i>\u00a0screen.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p class=\"Image\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-3754 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0060.png\" alt=\"\" width=\"626\" height=\"402\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0060.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0060-300x193.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0060-50x32.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0060-60x39.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0060-100x64.png 100w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><\/p>\n<p>Select the row of the correct record in the list and click\u00a0<strong>OK<\/strong>. The program fills in the existing customer billing information on the\u00a0<i>POS Add Customer Information<\/i>\u00a0screen.<\/p>\n<ol start=\"4\">\n<li>Click the\u00a0<strong>Envelope\u00a0<\/strong>icon in either section to validate the address.<\/li>\n<\/ol>\n<ol start=\"5\">\n<li>To view previous orders from this customer, click\u00a0<strong>View Past Orders<\/strong>. The\u00a0<i>Orders from selected customer<\/i> screen opens and the user can choose to view just the customer&#8217;s most recent order or view a list of all of the customer&#8217;s previous orders. Use the navigational arrows at the bottom of the screen to scroll through a group of orders.<\/li>\n<\/ol>\n<p class=\"Image\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-3755 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0061.png\" alt=\"\" width=\"2026\" height=\"1338\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0061.png 2026w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0061-300x198.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0061-1024x676.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0061-768x507.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0061-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0061-1536x1014.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0061-60x40.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0061-100x66.png 100w\" sizes=\"(max-width: 2026px) 100vw, 2026px\" \/><\/p>\n<ol start=\"6\">\n<li>Below the\u00a0<strong>Bill To<\/strong>:\u00a0and\u00a0<strong>Ship To<\/strong>:\u00a0sections there are several radio buttons in the\u00a0<strong>Customer Discount Type<\/strong>\u00a0area that are used to define what discount the customer should receive and if the customer should be exempt from paying sales tax.\u00a0<i>\u00a0<\/i>Additionally, if different\u00a0<strong>Price Levels<\/strong>\u00a0are defined within the program, it is possible to assign a certain pricing level to a particular customer.<\/li>\n<\/ol>\n<ol>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Choose\u00a0<strong>None<\/strong>, a percentage off of the item&#8217;s price\u00a0(<strong>% Off<\/strong>) or the cost of the item plus a specific markup amount (<strong>Cost + Markup<\/strong>). The value entered in the\u00a0<strong>Amount\u00a0<\/strong>field is converted into a percentage. Do not enter dollar signs or percentage signs, just the numeric value. Decimal points may be entered.<\/li>\n<li>Select the\u00a0<strong>Tax Exempt<\/strong>\u00a0box and optionally, enter the customer&#8217;s\u00a0<strong>Tax ID#<\/strong>, if the customer&#8217;s orders should be tax exempt. The program only stores the Tax ID# for record keeping purposes, it does not perform any functions against this field.<\/li>\n<li>Choose the appropriate Price Level for the customer (only visible if system parameter <strong>UseMultiLevelPricing<\/strong> is set to <strong>TRUE<\/strong>, and price levels have been defined. See the <i>Knowledge Base<\/i>\u00a0article,\u00a0<i>Price Levels<\/i>\u00a0for more information).<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<ol start=\"7\">\n<li>At the bottom of the screen there are action buttons that provide a quick method of clearing all data from the screen (<strong>Clear<\/strong> <strong>Data<\/strong>), searching for an existing customer record (<strong>Search<\/strong>) and\/or copying the billing information to the shipping information section (<strong>Copy Billing to Shipping<\/strong>).<\/li>\n<li>When all of the pertinent information is added to this screen, click\u00a0<strong>Save\u00a0<\/strong>button to retain the changes or click\u00a0<strong>Cancel\u00a0<\/strong>to abandon the changes.<\/li>\n<li>Complete the order: if line items have not already be added to the order, do so now, and collect payment for the order and print the receipt. For directions about other POS functions, please refer to the POS articles in the\u00a0<i>Knowledge Base<\/i>.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview This topic provides instructions for adding customer information to a Point-of-Sale order, which only applies to the PlusPOS and Enterprise editions of\u00a0SEOM. While the program does not require customer information to be entered for POS\u00a0orders, it is beneficial to the merchant in several ways. It not only allows the&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[30],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>POS Add Customer Information - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/pos-add-customer-information\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"POS Add Customer Information - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview This topic provides instructions for adding customer information to a Point-of-Sale order, which only applies to the PlusPOS and Enterprise editions of\u00a0SEOM. 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