Central Customer Lookup

When Central Customer Lookup is enabled, and the user enters lookup information:

• When the connection to the Centrals Server is online, all centrals customer lookups ONLY go to the Centrals Server. Customer records looked up via centrals and selected are copied to the local database. 
• When the connection to the Centrals Server is online, and a customer lookup returns no results, lookup will NOT switch to searching the local database. In other words, if the customer record exists only in the local DB, it will not be returned. 
• When the connection the Centrals server is Offline, customers are first looked up in centrals. After the Centrals timeout expires (because the server is offline), customers are looked up in the local DB. This ‘lookup-failover' behavior ONLY happens when Centrals is offline. A toast message on screen will inform the user that Centrals is Offline and that local results are displayed. 

Which Customers will be included in Centrals Lookup?

• All Customers in the same subsidiary where the lookup is being performed
• Global Customers from any subsidiary matching the search criteria
• Local/Not Shared Customers matching search criteria from the local SBS only

Logic Used for Customer Lookups in POS > Customer Lookup
In the Customer Lookup filter (POS > Customer Lookup), the following logic is used: (works identical to non-centrals lookup)
Lookup mode = ‘CONTAINS'. Lookup strings are:

• Case insensitive
• Partial match
• Wildcards allowed

Note: Partial customer lookups at POS require a wildcard at the end. This is different than the ‘CONTAINS' lookups in the Customer module, which do not require a wildcard.  
The same ‘Search By' fields are available in the customer module for centrals and non-centrals. These are determined by Grid format settings. 
For customer lookup (in customer module), ALL regular customer lookup modifiers are available (Equals, contains, is Empty etc.), and function the same way as when Centrals is not enabled/configured. 
How Share Type field affects Search
Prism uses the "Share Type" field to control how customer records are shared among locations. Centrals Customer lookup will include customers with the following Share Types:

New Customers
When set up for Centrals Customers, a new customer is created both locally and on the Centrals server (whether the customer is created in POS or Customer module). 
Edits to Existing Customers
Edits to existing customers are made both locally and on the Centrals server.