1) First, you need to set the customer you wish to edit.
2) Once the customer is set, click on the Edit customer information button in the transaction summary panel:
Alternatively, you can open the Customers menu and click Edit Customer:
3) Both options will take you to the Edit Customer Details screen:
You can now make changes to the required fields.
There are also three options at the bottom of the screen.
View Open Orders: This will take you to the Recall Orders screen, pre-filtered for this customer's orders and quotes.
View Delivery Addresses: This will allow you to view, add to and edit the customer's saved delivery addresses.
View Customer Card: This will take you to the customer's full record in the Cloud POS Back Office.
4) Click Save to finalise your changes.
Frequently Asked Questions
Can I delete a customer?
You cannot delete customer records in Cloud POS. You can, however, merge customer records, which will help you to resolve duplicates. Please refer to the following article for guidance: How do I merge customer accounts?
If you need to anonymise a customer who wishes to be removed from your database, you can remove all details from their record aside from their last name, which is a required field. The last name could be changed to ‘DeletedCustomer1’, for example. These changes can be made in the Point of Sale or in the Back Office.
Ecommerce customer records can be anonymised with a button, rather than by manually removing their information. There is guidance on this here: Cloud MT // GDPR & The 'Right to be forgotten'
The same is true of Customer Rewards accounts. Please see this article: Customer Rewards // How do I anonymise customer information in Customer Rewards?
If I change a customer's email address, will that update in Customer Rewards too?
Yes, it will. It will change the ‘Email’ field on their Customer Rewards account, but their Username will stay the same. For more information on this, please refer to the following article: Customer Rewards // How do I update a customer's details?
