Searching for a customer

In most instances, you need to search for a customer before entering the sale.

Note: If you are processing a cash sale and do not want to search for a customer, click to continue processing without identifying the customer.

To search for a customer:

1. Open the New Sale window. See Using the New Sale window.
2. In the Customer ID/Barcode field, you can:
   • scan the customer's barcode
   • type in the customer's Synergetic identifier
   • type in all or part of the customer's surname

     

   • leave the field blank if it is a cash sale and you do not need to identify the customer.

     Tip: You can set whether it is compulsory to identify the customer before the Sales Entry window is displayed. See Synergetic Financial Configuration - Business Units - Sales sub-tab in the Finance manual.

3. Select the type of customer.

   

   You can:

   • click Student or press F2 to search for a current student
   • click Staff or press F3 to search for a staff member, whether for personal use or as an internal sale to a different department
   • click Future Stu or press F4 to search for a future student
   • click Community or press F5 to search for a member of the Synergetic community
   • if the customer is not a member of the Synergetic community:
     • type in the customer name and address
       
     • click .

   The Sales Entry window is displayed. See Using the Sales Entry window.

Last modified: 3/06/2016 3:27:35 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.