Customers Overview
In Prism's Customers area you can:
- Lookup, view and edit customer records
- Add new customers
- Work with customer loyalty
- Assign price level, tax area and other specialized settings.
You can add new customers directly from a transaction or by going into the Customers area. As customers order, purchase and return items, Prism tracks the data and updates totals for the customer.
Customer Lookup and Loyalty Lookup Buttons
Click the Customers button on the main POS toolbar to access the Customer Management area.
When you access the Customer Management area in Prism, you will see two buttons on the main menu: Customer Lookup and Loyalty Lookup.
| Button | Description |
|---|---|
 |
Search for a customer to view or edit a customer record |
 |
Look up customer loyalty programs |
Customer Permissions
| Permission | Description |
|---|---|
| Customers - Activate/Deactivate | Allow group members to activate and deactivate customers. |
| Customers - Allow Manual Entry of UDF Values | Allow group members to type an entry in a customer UDF field. |
| Customers - Change Price Level | Allow group members to change the price level assigned to customers |
| Customers - Change Subsidiary | Allow group members to change the subsidiary on customer records. |
| Customers - Create/Copy Customer | Allow group members to add a new customer by clicking the New button or the Copy button. |
| Customers - Deactivate with Store Credit Balance | Allow group members to deactivate customers who have a store credit balance. |
| Customers - Edit Charge Balance | Allow group members to edit customer charge balances |
| Customers - Edit Charge Limit | Allow group members to edit customer charge limits |
| Customers - Edit Customer | Allow group members to edit customer fields that aren't controlled by other permissions. |
| Customers - Edit Customer Contact info | Allow group members to edit customer addresses, phone numbers and email. |
| Customers - Edit Info and Mark Fields | Allow group members to edit the Info and Mark fields. The Info 1-2 and Mark 1-2 fields are legacy fields used in Retail Pro 8. For retailers who use these fields, this permission can be used to prevent accidental editing of these fields. |
| Customers - Exceed Charge Limit | Allow group members to exceed customer charge limits at POS |
| Customers - Select UDF Values | Allow group members to edit UDF fields on customer records. |
| Customers - Set Accounts Receivable | Allow group members to edit the AR flag on Customer records. |