H. Customer

To get to the Customer File screen, click on File -> H. Customer.

Open

The customer file keeps record of all your customers' information. While the database is independent and fully capable if only using the BestPOS program, it does fully integrate into the BestRx database and utilizes those records in searches. When linked to the BestRx database, any new record you enter will insert itself into the BestRx customer database for an easier, more convenient way to keep record of your customers across both systems.

 To search for a customer simply type their name in the "Customer" field. You can narrow the results to only charge (house) account customers by checking the "Show Only Acc/Rec Customers" box. If you wish to edit the record simply click the corresponding line. To add a new customer, simply click "Add Customer".

Open

The required fields for entering a new customers are Customer Name, Family Name and Date of Birth. Any other information is optional, and some is purely informative. If you'd like to set up a Loyalty program at your store, see these instructions; Loyalty can be utilized with a compatible card manufacturer, please contact us for up to date information.

The Billing Info section is used primarily for Charge Accounts and storing billing address information, as well as storing a credit card number for a card-less entry. The credit card number and expiration become truncated after saving the customer record according to Federal FTC FACTA law, are unable to be shown again and can only be used during transactions when no card is present.