3. Clients & Accounts
Customer Custom Fields: Create, Use and Report in BEST POS (Retail)
Summary This article explains how to create customer custom fields, control their visibility/editing at the register, make them required or read-only, and use them in search, lists, reports and import/export. It also covers naming and maintenance ...
Business Accounts: Primary Contact, Authorized Buyers, Terms and Credit Limits in BEST POS (Retail)
Summary This article explains how to set up a business account: create the company record, define the primary contact, add authorized buyers, configure terms (e.g., Net 30), credit limit, billing preferences (PO required, invoice email), and keep the ...
Addresses and Shipping: Billing and Shipping in BEST POS (Retail)
Summary This article explains how to add and manage customer billing and shipping addresses, set defaults, validate formats (postal code, phone), and use the shipping address on a sale (delivery vs. store pickup). It includes guidance for ...
Customer Notes and Alerts: Create and Display at the Register in BEST POS (Retail)
Summary This article shows how to add notes and alerts to a customer record, control their register pop-up, set the level (info, warning, block), and apply best practices (expiry, privacy, accountability). Step-by-step Instructions 1) Prerequisites ...
Invoice Messages and References (PO / Job) in BEST POS (Retail)
Summary This guide shows how to add an invoice message and a reference (e.g., PO, Job) in BEST POS, choose to print on the receipt, set default messages at customer level, and search invoices by reference for support. Step-by-step Instructions 1) ...
Customer Groups: Create, Assign and Effects (pricing, taxes, promos) in BEST POS (Retail)
Summary This article explains how to create customer groups, assign customers to groups, and understand group effects at the register (pricing, taxes, promotions, permissions). It includes naming and maintenance best practices. Step-by-step ...
Import / Export Customers (CSV) in BEST POS (Retail)
Import / Export Customers (CSV) in BEST POS (Retail) Summary This article explains how to export customers to CSV for backup or mass edits, and how to import customers (create/update) with column mapping, validations, and duplicate control. It also ...
Deactivate or Delete a Customer in BEST POS (Retail)
Summary This article explains when and how to deactivate a customer (recommended to retain history) or delete a record (only when no linked activity). It covers required checks (on-account balance, open invoices), steps at the register or Back ...
Customer Price Level (P1–P4) and Effect at the Register in BEST POS (Retail)
Summary This article explains how to set a customer price level (P1–P4) and verify its effect on pricing at the register once the customer is attached. It also covers price priority (item promo vs customer level), variants (per-line override), and ...
Tax Exemption and Customer Tax Group in BEST POS (Retail)
Summary This article shows how to set a customer’s tax group and how to mark a customer as tax-exempt in BEST POS. It explains the effect at the register once the customer is attached to the invoice, best practices (exemption proof, comments), and ...
Customer Cards / IDs: Add, Replace, Remove in BEST POS (Retail)
Summary This article shows how to link a card or identifier (barcode, RFID, number) to a customer, replace a lost card, and remove a card in BEST POS. Steps include hardware checks, customer lookup, saving/validation, and unique ID controls. ...
Merge Duplicate Customer Records in BEST POS (Retail)
Summary This article explains how to find duplicates, choose a master record, merge customer data, and archive/delete extras. Checks include on-account balances, open invoices, credits, and tax/pricing settings to avoid inconsistencies. Step-by-step ...
Set Customer Credit Limit, Terms and Blocks in BEST POS (Retail)
Summary This guide shows how to configure a customer’s credit limit, payment terms and blocks (stop/alerts) in BEST POS—either at the register (if allowed) or in Back Office. It also explains what happens at On Account tender when the limit would be ...
Customer Credit Note (return to account) in BEST POS (Retail)
Summary This article explains how to issue a credit note in BEST POS and post it to the customer account: start an item return, choose the On Account refund tender, or create an adjustment credit with no items. It covers variants (partial credit, ...
Customer Statement (print / email) in BEST POS (Retail)
Summary This guide shows how to generate a customer statement in BEST POS, preview it, and then print or email it. It covers selecting one customer or all with a balance, setting the period, aging options, and choosing Open Item vs Balance Forward. ...
Customer Account Payment in BEST POS (Retail)
Summary This guide explains how to take a payment on a customer account in BEST POS: select the customer, enter the amount, pick the tender, apply to one or multiple invoices, and print the receipt. It covers deposit, partial payments, overpayment ...
Charge to Account in BEST POS (Retail)
Summary This article explains how to charge a sale to a customer account in BEST POS: eligibility, attaching the customer, charging the account (full or partial), and post-checks (balance, receipt). It includes variants (deposit + balance on account) ...
Invoice Messages in BEST POS (Retail)
Summary This guide shows how to add an invoice message in BEST POS: free-typed text, pre-registered message (created in Back Office), and touch-screen entry. It also explains how to edit/remove a message and verify printing on the receipt. ...
Customer History and Comments in BEST POS (Retail)
Summary This article shows how to view customer history (past invoices, totals, tenders) and how to add/edit comments on the customer record in BEST POS. It covers lookup, filters (date, number, amount), printing/export and privacy best practices. ...
Create / Edit a Customer at the Register in BEST POS (Retail)
Summary This article shows how to create a new customer or edit an existing one directly at the register: open the form, fill key fields (name, contact, tax group, price level, on account), save, and—if needed—attach to the current invoice. No ...
Call a Customer onto the Invoice in BEST POS (Retail)
Summary This article explains how to attach a customer to the current invoice in BEST POS: open the search, filter by name/phone/number, select and confirm. It also covers how to change or remove the customer and what to check (price level, taxes, ...