Overview
Use the Customer alternate ID field to search for customers using Membership ID, Wholesale Account number, employee ID, Facebook name, Anything you like.
Create Alternate ID Fields - Steps
- Customers >> Alternate IDs tab
- New Customer ID
- Enter a Name and answer yes to include the ID in customer searches
- Optionally you can make the ID visible in customer imports.
- Save!
Setting Customer Alternate ID
- When creating or editing customers your new alternate ID field is now on the Customer Alternate ID tab. Scan or Type the ID into the field.
- Save!
Using Customer Alternate ID
Now that you you've entered your alternate ID you can use it to add the customer to a receipt or order by typing the alternate ID into the customer scan panel.