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Searching for a customer

Searching for a customer

In most instances, you need to search for a customer before entering the sale.
Note: If you are processing a cash sale and do not want to search for a customer, click to continue processing without identifying the customer.

To search for a customer:

  1. Open the New Sale window. See Using the New Sale window.
  2. In the Customer ID/Barcode field, you can:
    • scan the customer's barcode
    • type in the customer's Synergetic identifier
    • type in all or part of the customer's surname

    • leave the field blank if it is a cash sale and you do not need to identify the customer.
    Tip: You can set whether it is compulsory to identify the customer before the Sales Entry window is displayed. See Synergetic Financial Configuration - Business Units - Sales sub-tab in the Finance manual.
  3. Select the type of customer.

    You can:
    • click Student or press F2 to search for a current student
    • click Staff or press F3 to search for a staff member, whether for personal use or as an internal sale to a different department
    • click Future Stu or press F4 to search for a future student
    • click Community or press F5 to search for a member of the Synergetic community
    • if the customer is not a member of the Synergetic community:
    • type in the customer name and address
    • click .
    The Sales Entry window is displayed. See Using the Sales Entry window

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