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Customer Status and Safety
Use customer status tools to recognize valued customers and warn staff about known concerns.
Customer Details and History
Manage customer addresses and review account, receipt, and transaction history.
Create a Customer
Create a customer record to keep contact details, addresses, loyalty activity, and purchase history together. Open the customer list From the main menu, select Review. Select Customers. On the customer list, select Add New. Open Review and select Customers. Se...
View and Filter the Customer List
The customer list gives you a searchable view of customer records available to your location or organization. Open the list From the main menu, select Review. Select Customers. Screenshot placeholder: Customer list with the location selector and search control...
Edit a Customer
Update a customer record when their contact information or other saved details change. Edit a customer From the main menu, select Review. Select Customers. Find the customer in the list. Select the three-dot menu for that customer. Select Edit. Update the nec...
Understand the Customer Profile
The customer profile brings together the customer's details, activity, loyalty information, and transaction history. Open a customer profile Go to Review > Customers. Find the customer. Select the three-dot menu. Select Open. Customer actions menu with Open hi...
Mark a Customer as Favorite or VIP
Mark an important customer as a favorite so employees can recognize that the customer may deserve special attention. Mark a customer as a favorite Open the customer profile, or find the customer from an available customer search. Select the heart icon. Confirm...
Blacklist a Customer
What employees will see The warning applies across the organization. If the customer visits another location, authorized employees can see that the customer was blacklisted, the originating location, and the recorded reason. Important: Blacklisting is a warnin...
Manage Customer Addresses
A customer profile can store multiple addresses, such as a home, work, store, billing, or delivery address. Add an address while creating a customer Open the Add Customer dialog. Select More Options. Enter the available address information. Complete the requir...
View Customer Receipts, Balance, and History
Use the customer profile to review the customer's account balance, visits, spending, receipts, and related history. Open customer history Go to Review > Customers. Find the customer and open the three-dot menu. Select Open. Go to the profile area that contains...
Daily Target
Daily Sale & Profit Tracking
Monitoring Daily Sales Performance Watch the Full Video Use the Daily Target and Profit Breakdown views to quickly understand how your business is performing today, including breakeven status, profit or loss, and detailed item-level sales information. Step 1: ...
1. Product Catalog
Create, organize, find, and maintain the products your team sells.
2. Itemized Inventory
Track quantities for accessories, parts, supplies, and other products sold from shared stock.
3. Serialized Inventory
Manage individually tracked devices by IMEI or serial number, including status, history, and availability.
4. Used Inventory
Record, review, and sell pre-owned devices acquired from customers or other sources.
5. Inventory Operations
Receive inventory, transfer stock, print labels, and review inventory records and reports.
How to create a product
In this guide: Add a new product to your catalog so it can be stocked, searched, and sold. Before you start Have the product name, selling price, cost, category, and tax information ready. Use a unique UPC/barcode or SKU whenever possible. Choose the correct p...