How to Edit a Customer in GPOS

This tutorial will guide you through the step-by-step process of editing customer information in GPOS while keeping their sales history intact.

🛠️ Why You Might Need to Edit a Customer

• The customer changed their contact number or address

• Spelling mistakes in the customer’s name

• Email ID needs to be updated

• Adding missing customer details for loyalty or promotions

📋 Steps to Edit a Customer in GPOS

✅ Step 1: Go to the Customer List From Contact

1. Log in to your GPOS dashboard.

2. From the side menu, navigate to the “Customers” module.

3. Click on “Customer List” to see all registered customers.

✅ Step 2: Search and Select the Customer

1. Use the search bar to find the customer you want to edit.

2. You can search by name, phone number, or email.

3. Select the customer record from the list.

✅ Step 3: Click on “Edit Customer”

1. Once the customer record is selected, click the “Action” button.

2. Select “Edit“.

3. The customer’s details will open in editable mode.

✅ Step 4: Update Customer Information

• Correct name spelling

• Update phone number or email

• Modify address or city

• Add any missing details like GST number, loyalty ID, etc.

✅ Step 5: Save the Changes

1. After making all the required updates, click “Save”.

2. The system will retain all past invoices, linked sales, and loyalty points.

🔐 Important Notes

• Only authorized users can edit customer information.

• Every change is logged in the system for transparency.

🎯 Tips

• Keep customer details updated for better service and targeted promotions.

• Verify phone numbers before updating to avoid duplicate records.

• Use customer data to run loyalty and marketing campaigns.

By following these steps, you can quickly update customer information in GPOS without affecting their transaction history or account records.