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    Artisan POS 4.X Knowledge Base

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    Customer Record List Screen

    • Post published:May 2, 2022

    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…

    Continue ReadingCustomer Record List Screen
    Read more about the article Creating Customer Records

    Creating Customer Records

    • Post published:November 11, 2021

    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…

    Continue ReadingCreating Customer Records
    Read more about the article View Customer Purchase History

    View Customer Purchase History

    • Post published:October 6, 2021

    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…

    Continue ReadingView Customer Purchase History

    How to Export Customer Emails

    • Post published:April 4, 2022

    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…

    Continue ReadingHow to Export Customer Emails

    Customer Shipping Info

    • Post published:January 27, 2022

    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…

    Continue ReadingCustomer Shipping Info
    Read more about the article Add Image to a Customer

    Add Image to a Customer

    • Post published:November 11, 2021

    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"…

    Continue ReadingAdd Image to a Customer
    Read more about the article Adding Dates and Relationships to Customer Records

    Adding Dates and Relationships to Customer Records

    • Post published:October 6, 2021

    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,…

    Continue ReadingAdding Dates and Relationships to Customer Records

    Displaying Total Sales for Each Customer

    • Post published:November 9, 2021

    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…

    Continue ReadingDisplaying Total Sales for Each Customer

    Collecting Data Through Driver’s License

    • Post published:October 5, 2021

    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…

    Continue ReadingCollecting Data Through Driver’s License
    Read more about the article Merging Duplicate Customer Records

    Merging Duplicate Customer Records

    • Post published:December 6, 2018

    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…

    Continue ReadingMerging Duplicate Customer Records
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