Hi
If you have a customer set up as Type: Work wear and then sell them something trough the epos and the epos is set to Type: school wear , when you do a report / chart what is this sale linked to? . Does the customer type over right the epos type or visa versa
Cheers
Hope I have understood your question... please let me know if I have not.
You cannot edit or view the Customer Type in the POS.
Therefore the customer type should be what ever you set it to in the customer record.
Happy to help - John (Easify Support)
Hi John
Thanks for getting back to me, I think you have answered my question.
The default setting is for school uniform so when I put a normal sale though the epos it marks it as school uniform. if I add a customer to the order it then because that customers type ie workwear
Is that right ?
Cheers
I'm afraid your grammar wasn't the greatest on that last post so I'm not quite sure what your question is, but I'll try my best:
The default Customer Type is set here:
'Tools > Options > Customers > Customer Types > Default Customer Type for new customers'
As it suggests, when new customer records are created, their customer type will be set to this default value.
So lets say you have set the default customer type to 'School Uniform' in the options.
You then create a customer record for Jim, his customer type will already be set to 'School Uniform'.
You then add Jim's customer record to an order via the POS and complete the sale. If you then open the order you just processed through the POS in the backend (Orders & Quotes window). Then view the customer record, the customer type should still be set to 'School Uniform'.
Hope this makes sense.
Happy to help - John (Easify Support)
Hi John
I Think I got my head around it now, Thanks for getting back to me.
Cheers
