Parts Watch Training – Adding Retail Customers

Description

This video explains how to add and manage retail cash customers at the point of sale in Parts Watch. Identifying cash customers by name and contact details allows for better tracking, simplified returns, and personalized customer service.

 

Course Objectives:

  • Learn how to add new retail cash customers during a POS transaction, including manual entry and Acxiom lookup.

  • Understand the benefits of identifying retail customers for returns, reporting, and customer communications.

  • Configure account linkage for retail customers to apply appropriate pricing and tax settings.

  • Manage, edit, and merge retail customer records using the F3 and F5 retail customer screens.

  • And more