Sales > Sales Functions > Customer Sales > Adding Customer Information to a Sale

Although you don't have to add customers to a sale, it can be very useful to start collecting customer information and associating them with sales to track purchase histories.

Existing Customers

To add an existing customer to a sale:

1.	Press the Page Up/Page Down or F8/F9 Function Keys to display the Sales screen Customer Tab.

2.	Type in the Customer search criteria in the Find Customer Box. Search criteria is defined by the value in the Find By box above. Or press the F4 function key to display the Find Customer screen.

3.	If you type in an exact match, RetailEdge will add the customer to the sale. If you type a value that partially matches the customer, then RetailEdge will display a Find Customer screen with the matching customers.

4.	If the Find Customer screen is displayed, use the directional arrow keys (áâ) to select the customer you want and then press Enter or the Ok button.

Note: You can also search by phone number by placing the forward slash (/) in the Find Customer box followed by any portion of the phone number.

New Customers

To add a new customer to a sale:

1.	Press the Page Up/Page Down or F8/F9 Function Keys to display the Sales screen Customer Tab.

2.	Press the F3 function key, or press the New Cust button.

3.	Add the customer information to the Edit Customer screen.

4.	Press the Save button to save your customer and add the customer to the Sale.