Sharing Customers Between Stores (Multiple Locations)

For stores with multiple locations, customers created at one store can be recreated at another with a single click.

For example, if customer Ted Smith was created at The Downtown Store but comes to visit the Marina Store location, his name will appear in the Point of Sale drop down results when searched for at the Marina Store.

Selecting his name from the results - or searching for it using the full customer search - will notify you that they were created at another location, and prompt you to recreate the record at this location.

Click YES and all of their contact information will be recreated at the Marina Store.

Viewing their purchase history will offer the option to see purchases from any or all locations:

Returns will only be available at the location the items were purchased at.

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