Editing Existing Customers

February 6, 2025


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.

 

Here's how you can do it:

 

  1. In your Flax POS, choose the customers that you want to edit (You can search for them by name, phone, email, loyalty code, etc.)
  2. Click the Customer Details icon
  3. 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