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. Create, edit, and use coupons
  12. Download coupons using the Coupon Wizard
  13. Discounting By Quantity Purchased (Kits)
  14. Record a payout
  15. Sell a Gift Card
  16. Sell a Gift Certificate
  17. Issue In-Store Credit
  18. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  19. Use the Cash Drawer Counter
  20. Add a country in Ascend
  21. Add a Tax Exception Reason
  22. Create custom payment types
  23. Print a large receipt for a transaction
  24. Exchange a product for a customer
  25. Use rounded payments
  26. See who took a payment
  27. Change the customer in a transaction
  28. Charge a purchase to Purchase on Account (accounts receivable)
  29. Set up Purchase on Account for a customer (accounts receivable)
  30. Close Purchase on Account for a customer (accounts receivable)
  31. Post a payment to Purchase on Account (accounts receivable)
  32. Send invoices for Purchase on Account (accounts receivable)
  33. Handle Special Order items
  34. Process a cash payment
  35. Process a check payment
  36. Process a custom payment type
  37. Process an eCommerce payment
  38. Process a financing payment
  39. Process a gift card payment
  40. Process a gift certificate payment
  41. Process an in-store credit payment
  42. Manually process a credit card, Trek Card, or gift card payment
  43. Process credit or debit card payments using the (Ingenico) payment terminal
  44. Process a Trek Card payment
  45. Process a trade-in payment
  46. Manage Discount Reasons
  47. Discount items on a transaction
  48. Create and Use Customer Groups
  49. Using customer data

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