How To: Create a generic EPOS Customer

Should you not wish to record the name and contact details of each individual customer whose purchases are made through the EPOS till, you can use a generic EPOS customer instead, which the till can log sales and credits against.^[1]

New systems, using the standard MO database, come complete with an EPOS customer already setup.

The EPOS customer record should be setup as follows:

1. Open a Customer screen (show me how).
2. Press Ctrl+N or click .
3. Enter EPOS in the following fields New Customer dialog;
   1. URN
   2. Company
   3. Surname
   4. Address 1
   5. Town
   6. Post Code
4. Click Ok to create the new Generic EPOS Customer record.

In addition to the above fields, you may wish to set the following options:

1. Company pays tax: ticked
2. Exclude from CRM log: ticked
3. Exclude statement run: ticked
4. Classification: set appropriately (e.g. Retail or Trade)
5. Mailing State: normally set to Do not use or equivalent
6. Default Courier (Optional): if this field is to be defined, then we would suggest something like 'Customer Collection'

Notes

See Also

• EPOS Overview