Customer Records

Create customer records to view crucial data like purchase history and contact info.

  • Customer Record List Screen

    Customer Record List Screen This screen is where all your customer records are housed. To edit the record, double-click on it, press enter on your keyboard, press the F4 key…

  • Creating Customer Records

    Creating customer records is easy in Artisan. Watch this video or read the instructions below to learn more.   From the “Main Menu,” click on the “Customers” shortcut at the…

  • View Customer Purchase History

    Viewing a customer’s purchase history comes in handy when they need to return an item, but don’t have the sales receipt. You can also view an item’s purchase history. Watch…

  • Import Customer Records

    Artisan allows importing files for different types of records. Only RAW imports can be done. That is, the user needs to compile a file to meet a specific format we…

  • Merging Duplicate Customer Records

    If you have duplicate customer records, you can merge them. Watch this video or read the instructions below to learn how. Open the “Customer Records” screen. Open the Customer Record…

  • Customer Shipping Info

    Artisan allows you to store handy information about customers right in their customer record. Artisan will then automatically apply this to customer sales and orders.  Adding/Editing Shipping Info Creating shipping…

  • Adding Notes, Memos, and Keywords to Customers

    It’s helpful to have notes about certain customers. With Artisan, you can add notes and memos to the customer record. Use them to remember customer payment preferences (ex. calling before…

  • Add Image to a Customer

    You can add an image to a customer record in Artisan. Watch this video or read the instructions below to learn more. 1. Select the customer in the “Customer Records”…

  • Collecting Data Through Driver’s License

    You can collect customer information by scanning a customer’s driver’s license. You must have a 2D barcode scanner, such as the Zebra DS2208 scanner, to scan barcodes. Simply position the…

  • Displaying Total Sales for Each Customer

    Want to see how much a customer has spent overall? Follow these quick steps. Open your “Customer Records” screen and click on “Configure Columns.” In the “Available Fields” column, scroll…

  • How to Use Card on File

    Artisan can keep cards saved in customer records via “card tokens.” With cards saved in the “card on file area,” you may easily use that card for future transactions, including…

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