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.