Editing customer details provides several benefits, including:
- Better Record-Keeping - keeps databases clean and up-to-date.
- Fraud Prevention & Security - detects and prevents fraudulent activities.
- Improved Customer Loyalty & Trust - shows customers their information is valued.
How to edit existing customer in Flax POS?
Steps:
- In your Flax POS, choose the customers that you want to edit (You can search for them by name, phone, email, loyalty code, etc.)
- Click the Customer Details icon
- Now you can view the customer information and Edit some information if needed.
FAQ
Q: Why there are customer details that are showing grayed out and unable to be edited?
A: There's some configuration in the "Flax POS Configuration" that needs to be enabled on the customer details.
Flax POS Configuration > Role Settings > Select Role > Customer Tab