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 on your keyboard, or…
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…
How to Export Customer Emails
Having a customer's email address is a great way to send them information about their orders and keep them up-to-date on what's going on at your store. Though you can…
Customer Shipping Info
Creating shipping info for a customer is rather straightforward. If you would rather this customer use a default shipping method, leave it at "default." Otherwise, choose one from the list…
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"…
Adding Dates and Relationships to Customer Records
Watch this video or read the article to learn how to add dates and relationships to customer records. https://vimeo.com/657872544 You can store important customer information, such as birthdays and anniversaries,…
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…
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…