For the complete documentation index, see llms.txt. This page is also available as Markdown.
Central ManagerStore ManagerPOSstore databasecustomercustomer recordlookup online

Synchronize customer records between stores

This topic explains how customer records are synchronized between centrally managed stores and the Central database.

In centrally managed stores, when a customer record is added to a store's database, it is automatically synchronized to the Central database. However, the customer record is not automatically synchronized from the Central database to other store databases. The other stores must use the Lookup Online function in POS to synchronize the customer record to their own store databases.

  1. In POS, tap Customers | Lookup Customer.

  1. Type all or part of the customer's name in the lookup field.

  1. Tap Lookup Online.

  2. To select the customer, do one of the following:

  • Tap the customer record once and tap Select.

  • Tap the customer record twice.

The customer record is synchronized from the Central database to the store's database.

The Lookup Online function in POS does not synchronize the customer's purchase history from other stores. Stores can only look up the customer's purchase history in their own store.

Last updated