Change the customer in a transaction

If you accidentally select the wrong customer in a Sale, Layaway, Work Order, or Quote, you can easily find the correct customer right in the transaction screen!

Things to know first


1. Customers cannot be changed on a Sale under a few specific circumstances, where payments have already been made that are attached to the specific customer:
  • There is a Purchase on Account charge
  • In-Store credit was used or issued to a customer
  • Gift Certificate balance was used or issued to a customer
2. If you do select a different customer, and the two customers receive different product pricing for any reason - such as tax exemptions or Customer group On-Sales - a pop-up will appear to notify you of the change.



Change the customer in a Sale


1. From the transaction screen, select  Customer > Select or press F11 on your keyboard.



2. This opens the Select Customer window again, so you can select a different customer for your transaction. 

Change the customer in a Work Order (or WO Detail)


Work Orders have a couple extra options. You can change the customer attached to the full Work Order transaction (which is usually the customer who is going to pay for the transaction) or you can change the customer associated with a Work Order Detail.

This can be helpful when someone brings in multiple bikes that might belong to friends or family members.

You can change the customer in the full Work Order transaction the same way you would in a normal sale transaction.

In the Work Order Detail, just select the search icon next to the Customer field to open the Select Customer window

Additional Resources


Sales

  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Download coupons using the Coupon Wizard
  12. Record a payout
  13. Sell a Gift Card
  14. Sell a Gift Certificate
  15. Issue In-Store Credit
  16. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  17. Create, edit, and use coupons
  18. Use the Cash Drawer Counter
  19. Add a country in Ascend
  20. Add a Tax Exception Reason
  21. Create custom payment types
  22. Print a large receipt for a transaction
  23. Exchange a product for a customer
  24. Use rounded payments
  25. See who took a payment
  26. Change the customer in a transaction
  27. Charge a purchase to Purchase on Account (accounts receivable)
  28. Set up Purchase on Account for a customer (accounts receivable)
  29. Close Purchase on Account for a customer (accounts receivable)
  30. Post a payment to Purchase on Account (accounts receivable)
  31. Send invoices for Purchase on Account (accounts receivable)
  32. Handle Special Order items
  33. Process a cash payment
  34. Process a check payment
  35. Process a custom payment type
  36. Process an eCommerce payment
  37. Process a financing payment
  38. Process a gift card payment
  39. Process a gift certificate payment
  40. Process an in-store credit payment
  41. Manually process a credit card, Trek Card, or gift card payment
  42. Process credit or debit card payments using the (Ingenico) payment terminal
  43. Process a Trek Card payment
  44. Process a trade-in payment
  45. Manage Discount Reasons
  46. Discount items on a transaction

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