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TABLE OF CONTENTS

Getting Started

 

A convenient tool in this system is the ability to edit and customize customer details. This article will focus on explaining how to use this feature. Below you will find the steps to how to find and customize customer details:

 

  1. From your BinderPOS Portal, select the Customers tab
  2. From the Customers tab, enter the customer's name in the Search customer bar
  3. Once you have found the customer, select the icon under the Edit Customer Details column

 

From here, you have the option to edit different facets of customer information. These sections are:

 

  • First and Last Name
  • Email
  • Phone Number
  • Store Credit Balance
  • Customer Notes

 

Please note that you can edit the store credit here in the same way outline in How to Adjust Store Credit
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