Sales POS Register window: Customer Information

SalesCS > Sales > Point of Sale Tasks > Sales POS Register window > Sales POS Register window: Customer Information

If the Sales module is integrated to Accounts Receivable, you have access to all your customers and any information in the system related to them. There are many options available, and what you see will depend on the settings chosen in the Sales Point of Sale Preferences and Sales Set Up Sales Entry Layout windows. Use the SHIFT+F6 key combination to quickly move to this section without using the mouse. If you selected to block charges to past due customers in AR Module Preferences and the selected customer is past due on their account, the PAST DUE label will appear to the right of the Customer field.

Customer

If you leave the Customer field blank, you can still process the transaction, but the transaction history won’t be posted to any customer.

Also, if left blank, you will not have access to any other options that are dependent upon a customer being chosen, such as looking up the customer’s transaction history, or tendering the sale with a customer charge.

Customer Name

This is a label that will display the name of the customer once you make a selection in the Customer field. This field is automatically filled based on the information entered in Accounts Receivable.

Update AR Billing Address

Select this check box if you want to update the selected customer’s address saved in the AR Customers window with the address you enter here.

Tax Based On

This drop-down is only available if you are integrated to AvaTax. Select whether you want the sales tax on this order to be based on the shipping address or the business address. By default, this is based on the business address.

Override Exemption

This check box is only available if you are integrated to AvaTax and the selected customer has a Tax Exemption Number or Entity/Use Code on their customer record. Select this check box if the customer should pay sales tax on this sale.

If you enabled the ECMS system in AvaTax, this check box has no effect on the sale.

Billing Address

The billing address on file for the selected customer appears here if Sales is integrated to Accounts Receivable, a customer is selected for this transaction, and the billing address has been made visible when setting up the sales entry layout. This address comes from the AR Customers window Billing/Shipping tab. You can change it for this transaction by typing the address to use in the box.

Any changes made to the billing address in the Sales POS Register window will not automatically be saved to the customer’s record. To change the customer’s billing address for future transactions, open the Lookup from the Customer field, select to view the customer record, and make the change in the AR Customers window.

Ship To

Select this button to open the Sales Multiple Shipping Addresses window in which you can enter or choose a shipping address for the selected customer. This button is activated once you select a customer in the Customer box. Any changes, additions, or deletions made in the Sales Multiple Shipping Addresses window will be reflected in Accounts Receivable.

Shipping Address

If Sales is integrated to Accounts Receivable, the shipping address entered in the AR Customers window on the Billing/Shipping tab for the selected customer will appear here. You can change the address for this transaction only by typing the address to use in the box. To change the customer’s shipping address for future transactions, open the Lookup from the Customer field, select to view the customer record, and make the change in the AR Customers window.

You can add a new shipping address by selecting the Ship To button and entering a new shipping address in the Sales Multiple Shipping Addresses window that appears, and then selecting Save/Select.

History

Once you select a customer for this transaction, you can select this button to view the transaction history for the customer. This information includes the invoice numbers, dates, stock items purchased, quantities, unit prices, and extended prices. You can also drill down to a specific invoice by clicking the magnifying-glass icon to the left of the transaction detail line. Once the invoice appears, you can print it or close it and return to the history window. Click Cancel in the Sales History window to close it.

Financial

Once you select a customer for this transaction, you can select this button to view the financial history for the customer. This information will include their Balance Forward amount, their collection information (from the AR Customers window), credit limit, last charge and payment information, and year-to-date charge information. This button changes to Continue, which you can select to close this view.

Notes

Once you select a customer for this transaction, you can select this button to view and/or add notes for the customer. When you select this button, the Notes slide-out menu opens. The notes that appear will be those that were entered in this slide-out menu or in the AR Customers window on the Notes tab.