Customer Database in Harbortouch Retail

Description: Adding your customers’ information into the HT-Retail system allows you to better keep track of your customers and add to their experience, access functions such as Store Credit Balance, and much more. Review the following information regarding your customer database: 

• Add a New Customer
• Modify an Existing Customer
• Changing the Active/Inactive Status of a Customer
• Display Store Credit Balance

For additional customer information, see the Customer Rewards Overview, Accounts Receivable, and Layaway Overview functions.

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Add a New Customer

To create a new customer:

1. Select Customers either along the top of the screen or on the home screen.
   
2. Select Add New Customer in the top right corner.
3. At the bottom of the window, add as much information as possible, then press Save. At a minimum, enter the customer’s First Name, Last Name, and Phone Number.
   

Modify an Existing Customer

To edit an existing customer:

1. Select Customers either along the top of the screen or on the home screen.
   
2. A list of all customers will populate. Select the desired customer from the list to modify. If you do not see all customers, look at the checkboxes at the top of the screen and make sure no filters are active.
   
3. Make any necessary changes, then press Save.
   

Changing the Active/Inactive Status of a Customer

Change a customer status to active or inactive in order to prevent or allow them to show during transactions.

1. Login to the POS.
2. Access the Customer Menu, then select the customer from the list that you are changing the active status of.
3. When changing the status of a customer, you will receive the following warning message, pending whether activated or deactivated. Press OK to dismiss the message.
   
   "This Customer is ACTIVE (DEACTIVATED)! Transactions can (cannot) be made with this Customer. To disallow (allow) transactions with this Customer you will need to deactivate (activate) them."
   
4. Locate the "Active" status checkbox in the customer detailed information menu as shown below.
   
5. Click the checkbox next to Active to make the customer active and highlight the line green. Alternatively, you can uncheck the box to deactivate the customer and highlight the line in red.

Display Store Credit Balance

Once the customer has received store credit, it can be reviewed on their account from the customer screen.

1. Select the desired customer. The customer’s points balance will be displayed in the "Store Credit Balance" field.
   
2. It will also be displayed on the transaction screen during sales under the Customer Account section of the transaction screen.