The Customer features of LightSpeed allow you to track your customers' purchase history and outstanding balances, apply discounting based on categorization, run sales reports based on customer, and much more. The customer information you record on sales documents can either be a "Walk In", which records no historical data or balances/credits, or with a Customer card, which does.
in the POS screen, customers are searched by clicking the customer icon and entering the customer name, telephone, or address. from the results, click a customer's name or image to add them to the invoice. in a Browser sales document (Quote, Invoice, SRO, Order), enter a name, telephone number, or address in the search field and double-click the desired result to assign the customer to the document. in the Browser window, select Customer in the Source List and choose the data field you wish to search on in the pop-up menu at the top of the browser.
In some cases, you may need to delete Customer records from your database. For example, if you discover that a Customer has two cards, you will probably want to reconcile one card's history into another using the "Merge" feature, accessible in the Customer card Action menu. To delete a Customer, click the Delete key at the bottom of the Customer card. To delete multiple Customers, use the Command key to select multiple Customers in the Browser list, and click the Delete key at the bottom of the Browser.
Be careful before deleting Customers - the action cannot be undone.
The History section appears when you click the History button. The History Section lists all sales documents (Quotes, SROs, Orders, Invoices) ever saved for this Customer in addition to all of the Products ever sold to this Customer. Double-clicking a sales document will open it.
In the event that you have multiple Customer cards for a single Customer, you may wish to merge Customer records to unify sales histories and attribute sales documents to a single source, rather than leaving it fractured and giving a partial picture of their AR standing.
To merge Customer records, go to the Action menu of the Customer card you wish to leave unchanged, and select Merge Customer. Using the Search field, find the Customer(s) you wish to "assimilate", and click Merge. You will be asked to confirm. Click OK, and every document attributed to the Customer you selected will now be attributed to the Customer you'd chosen originally.
Note: For security reasons, the Customer information written on the "assimilated" documents will not have changed.
