Edit / View Customer / Member Details

Touch - How To

This outlines the How To Edit/View Customer/Member Details in Touch.

How To Edit/View Customer/Member Details?      ▲ ▼

Do as follows:

• In Back Office:
  • Ensure the Edit Customer Details (#60) POS Key is added to the appropriate Keyboard Layout using the Designer. Refer HERE for more information.
  • Ensure a Full Update is sent to the required Touch terminals that will be making use of the POS Key. Refer HERE for more information.
• In Touch:
  • Apply the update. Refer HERE for more information.
  • Select the Edit Customer Details (#60) POS Key to open the Customer Details screen.
    • Edit the details as is appropriate to ensure the necessary changes are made.
    • Confirm with the details entered are correct and accurate.
    • Select the Done option to save the changes and exit the screen.
    • The Customer's/Member's details will be updated in Swiftpos Back Office.
• In Back Office:
  • Navigate to the Member Records screen and
  • Locate and select the Customer/Member edited above.
  • Confirm the details are correct and accurate. Refer HERE for more information.

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