Point of Sale Online Help



Page last updated: August 21, 2012


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Change Customer ID

This procedure requires exclusive use of the data files. This means that all other users on your network must exit the point of sale system before you begin. To see which computers are currently in the point of sale, go to Help User List from the main menu where you will see the list of computers currently logged in. The only computer that should be logged in should be the one you are at.

Select System Utilities Maintenance Customer ID from the Main Menu.  A grid view of your customers will appear. Select the customer ID you wish to change from the grid.

Type in the new ID. Select Ok to proceed or Cancel to abort and return to the menu.

If the "new ID" you enter already exists in your file, a message will appear asking if you want to merge the customers. If you entered the ID by mistake, select No and re-enter the new ID. If however, you have the same customer in your file with two IDs, this allows you to merge the information from both records into one. WARNING: the merging of two IDs cannot be undone. It is strongly recommended that you backup your data before merging IDs.