Overview:
This article walks you through how to associate a member card, or account number, with a customer account. Member cards can be swiped or scanned in the POS for quick customer lookup.
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
-
Access to the Customers Module
- Employee Permission to edit a customer profile
Steps:
Follow the below steps to bulk edit customers:
1. Go to the Customers module.
2. Find the customer you want to link to a member card and select 'Edit'.
3. Select the Account # field and swipe the card or enter the card number.
4. Save the customer information.
FAQ:
Q: Can multiple customers have the same account number?
A: No. Each customer needs to have their own unique account number.