How to Find a Customer Using Phone Number or Postal/Zip Code
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How to Find a Customer Using Phone Number or Postal/Zip Code
- 1 Minute to read
- DarkLight
- PDF
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ACE Retail allows you to automatically find customer information using the Customer's Telephone number or Zip code.
Step-by-step guide
- To use this feature, the option Activate Quick Adding of Customers must be turned ON in Customer Default settings.
- Go to Defaults > Customer > Defaults.
3. The Configurations screen will appear.
4. Under the Behavior tab, check off the box next to Activate Quick Adding of Customers.
5. Click on the Save button.
6. Next, go back to the Sales screen.
7. Type the new customer's phone number or postal/zip code into the Customer field.
8. Click Enter
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