Show Customer Notes in Point of Sale
Retailer has the ability to show customer-specific notes directly on the Point of Sale screen when a customer is selected for a sale.
This can be useful for reminders to staff to not give credit for certain customers, identifying someone as a bad payer, or any other information you wish to remind staff about during transactions with that customer.
To enable this for a customer, follow the steps below:
- From the main screen of Retailer, click on the Customers icon.
- Click on the Notes tab. Enter or modify the notes here.
- Tick the Show Notes tick-box.
- Click Save.
When you select a customer during a sale in the Point of Sale screen, the notes that you typed in will appear in the middle of the screen.