# Managing Customers

***

### Identify Customers and edit their information

Search for and manage customer records from within the EPOS software.

<table><thead><tr><th width="259">Action</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Search for Customers</strong></td><td>Find customers by name, surname, postcode, email address, or account number. We also support barcodes for customer ID cards, which can be scanned for quick identification.</td></tr><tr><td><strong>View Customer Records</strong></td><td>Access a complete customer profile, including a complete order history, contact details and internal notes.</td></tr><tr><td><strong>Edit Customer Information</strong></td><td>Update customer records, including their marketing preferences. </td></tr></tbody></table>

{% hint style="warning" %}
For security, operators are prompted to enter a Venditan Commerce password before saving any changes to Customer Data.
{% endhint %}

***

### Create a New Customer from the EPOS System

Create new customers from within the EPOS software.

* **Enter Customer Details**: Fill out the required fields, including name, address, and marketing opt-in. A postcode lookup feature is available for faster entry.
* **Save Options**:
  * Select Save to store the customer record without linking it to any transaction.
  * Select Save & Select to save the customer and immediately associate them with the ongoing sale or start a new transaction if one isn’t already active.

***

### Assign Sales to a Customer

When preparing a Sale, you can assign the Sale to a specific Customer to ensure it is recorded in their [Order History](/docs/ecommerce-websites/customer-accounts.md#review-order-and-transaction-history):

* **Assign During Sale**: While prepping the Sale, search for and select the Customer you want to associate with the transaction.
* **Track Customer Orders**: This ensures that all purchases are linked to the customer’s profile, making tracking their order history and providing personalised service easier.

***

### Leave Notes on a Customer Account

Operators can add internal Notes to a Customer Account, making tracking important details or special instructions easier.

Notes are accessible to anyone viewing the Customer’s record, including on Venditan Commerce, ensuring all team members have relevant customer information.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.venditan.com/docs/in-store-epos/managing-customers.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.