Customer information can be updated at any time during a transaction. However, any updates made after items have been selected may cause items in the shopping cart to be removed, and the transaction will have to be started again.
To Update Customer Information:
- Perform a search and locate the customer record to be updated (see "Searching for a Customer Record"). The Customer Details screen appears, as shown in Figure 24.
Figure 24: Customer Details Screen
NOTE: You cannot change the customer's Customer ID and SSN information. - Update the information as needed. See the tables in the section "Adding a New Customer" for descriptions of each field.
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Click Continue to proceed with a sale. See "Selling Recreational License Items".
Or
Click Find Another Customer, if applicable, to return to the Customer Search Results screen and select an additional customer.
Or
Click Cancel Order to return to the Main Menu screen.