Customer Menu
The Customer Menu provides access to other areas in Artisan, such as editing and creating customer records, customer types, loyalty clubs, and more. Customer Records Customer Types Manage Customer Addresses…
Record Screen Basics
The "Record Screen" is a powerful tool used to view, select, and edit a filtered list of records such as "Item Records," "Category Records," and "Vendor Records," just to name a few.…
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…
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…
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…
Removing Customer Information From Receipts
- Go to Tools -> Program Options -> Customizing Printed Forms & Receipts -> Edit Forms - This screen has a list of receipt slip types. find the one that…
Customer Mailing Labels
In order to print labels for customers for mailing purposes, which includes their names and mailing addresses, navigate to the "Customer ID and Mailing Labels" screen. From the "Main Menu,"…