Customers

How to Add a Customer from the Maintenance Screen
Adding customers will allow you to do multiple things, such as making special orders, create memberships, and keep track of the people that shop at your sto...
Mon, 10 Jul, 2017 at 3:43 PM
How to Add a Customer from the Sales Screen
Adding customers will allow you to do multiple things, such as making special orders, create memberships, and keep track of the people that shop at your sto...
Mon, 17 Jul, 2017 at 9:45 AM
How to View a Customer's Transaction History
ACE Retail POS can maintain a record of a customer's transaction history. This lets you view each transaction in further detail. This is not only helpfu...
Mon, 10 Jul, 2017 at 2:49 PM
How to Search a Customer in the Customer List
When you are in the middle of a sale, you might have the customer you are serving already in the ACE database. You can search for them by following these st...
Tue, 11 Jul, 2017 at 9:13 AM
How to do Special Orders
Sometimes a customer may want to make a special order for an item at your store. You will have to turn on the Special Order option in ACE, as it isn't t...
Tue, 11 Jul, 2017 at 11:11 AM
How to Receive Customer Payments
Step-by-step guide 1. Go to Operations > Customers > Customers.  2. In the Customer Maintenance screen, click on Find.  3. In the List o...
Tue, 18 Jul, 2017 at 11:06 AM
How to Search the Customer Screen
You can use the Customer Maintenance Screen to locate a specific customer in the customer database.  You can search customers by Account Number, first and l...
Tue, 18 Jul, 2017 at 10:42 AM
How to Automatically Find Customer Information Using a Phone Number or Zip Code
ACE allows you to automatically find customer information using the Customer's telephone number or zip code. Step-by-step guide To use this feat...
Tue, 18 Jul, 2017 at 11:21 AM
How to Change the Status of a Customer
A customer can have one of three statuses: Active, Hidden, and Deleted. Active: Default status, full access to customer details. Hidden: Customer is ...
Wed, 12 Jul, 2017 at 4:13 PM
How to View a Customer Statement
Customer statements allow you to see all of the invoices a customer has made between two dates, including any outstanding balances that need to be paid. St...
Wed, 12 Jul, 2017 at 11:45 AM