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Finding, Adding or Editing a Customer

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Finding, Adding or Editing a Customer

This article outlines the procedure for searching for a finding, adding or editing a customer’s information in the customer database.

Getting Started

To access Heartland Retail POS, follow these steps:

  • In the top navigation menu, click the “Point of Sale” link.

This will bring you to the Point of Sale page.

Finding a Customer and Assigning Customer to a Ticket

  1. Click the “Add Customer” grey button in the top of the screen. This will bring you to the “Customer” window.
  2. Search a customer by their first or last name.
    In the search field you can type in any order a customer’s first or customer’s last name. You can also search for a customer by typing in their customer number. If no customer matches your search you may add a new customer by clicking “Add Customer” in the bottom left of the customer window.
  3. Click the Customer’s name to assign them to the ticket.
  4. Click the “Dashboard” button to the right of the customer name to see the customer’s Dashboard, Info and History.

By clicking “Dashboard” a “Customer Dashboard” window will appear with different tabs to learn more about the customer. Here you can learn about the customer’s past spending history. You can also add notes about the customer in the notes section.

Adding a New Customer

  1. Click the “Add Customer” grey button in the top of the POS.
    A “Customer” window will open.
  2. Click “Add Customer” in the top left corner of the window.
    A new window will pop up where you can enter new information about a customer.
  3. Click the “Save” grey button in the top, left of the screen and the new customer will be entered and automatically assigned to the current ticket.

The new customer will automatically be assigned to the current ticket.

Editing a Customer’s Information within the POS

  1. 1. Click the “Add Customer” grey button in the top of the POS.
    This will bring you to the “Customer” window.
  2. Search for the customer in the search field box.
  3. In the search field you can type in any order a customer’s first or customer’s last name. You can also search for a customer by typing in their customer number.
  4. Click the customer’s name. 
    This will assign the ticket to the customer.
  5. Click the customer’s name button and a drop down menu will open. Click “Edit Info”.
  6. A window will open with various fields pertaining to the customer. By clicking on any of these fields you can edit them.
  7. Click the “Save” grey button.
    This will save the updated information under the customer name in the customer database.