Customer Names in All Capital Letters
Customer names saving in all caps even if they're not entered that way is a system setting, and can be changed in Office > Back Office Settings > Setup Options > "Capitalize Names & Addresses"
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Customer Master Data
This transaction should be used by an FFL to create “Master Data” files for Customers. By creating these Master Data files, Users can be sure that the same Customer information will be recorded in the eBound Book every single time. **NOTE: Customer ...
Contacts in Orchid POS
Customer Credit Card on File Delete a Customer Create or Edit a Vendor Sharing Customers Between Stores (Multiple Locations) View a Customer's History Create a Customer Account for a Business Add a New Customer Adding, Editing, and Using Customer ...
Using Customer Types
Customer Type Settings These defaults are found in Office > Back Office Settings > Setup Options Customer Types are used for reporting purposes; all sales reports will organize by Customer Type. Available customer types by default are: Retail, ...
Add a New Customer
From your POS home page, click the + icon on the right side of the customer search fields:
View a Customer's History
1. Bring the customer up in Point of Sale. 2. Click the History icon at the bottom of their profile information. 3. Here, sorted by tabs, you will see all purchases, deposits, payments, rentals, and more that this customer has on file.