When a new sale is started in Aria, you must link the transaction to the customer’s information.

The first step is to try to locate an account for the customer in the system - this is done via the Customer Information area on the right-hand side of the screen of the POS module:

  1. Click the dropdown menu provided and select a search method:  
  • Last Name, First Name:  Allows you to search existing customer records by the customer’s full name (e.g. Smith, John).  You cannot search by the customer’s first name, but you can search by their last name and first initial.

  • Last Name:  Allows you to search existing records by the customer’s last name.

  • Phone Number:  Allows you to search by phone number (including area code).  The area code for your branch location is set by default – to change it, use the Backspace key on your keyboard.  

  • Customer Number:  Each customer record is assigned a unique number - this search type allows you to search by it.  

  • Identification:  Allows you to search customer records by the ID number the customer has on file (e.g. driver’s license, passport, etc.). 


[NOTE:  Search methods are configured for your organization – these options may not all be visible / available.]   



 

      2. Enter the search criteria in the field(s) provided, then press the Enter key on your keyboard.

      3. The search has 3 possible outcomes:

  • Customer Found:  The customer will be added to the transaction – their information will display in the Customer Information area. 




  • Multiple Customers Found:  If multiple records match the search criteria, the Customer Search Results window will open.  Select the intended customer record, then click OK – the customer will be added to the transaction and their information will display in the Customer Information area.



  • No Customers Found (New Customer):  If no matching records are found, you will be prompted to add a new customer record.  Refer to the below section for details.




Add a New Customer Record 

If no matching records are found, the New Customer window will open to allow you to create a record for the customer:

  1. Enter the customer’s information in the fields provided, then click OK. 



[NOTE:  Fields marked with a star are required and cannot be left blank.]



      2. The customer will be added to the transaction. 




Edit an Existing Customer Record

If a customer already exists in the system, you can update their account information when required:    

  1. Add the customer to the transaction, as normal.

  2. Click the customer information in the Customer Information area.


[NOTE:  The customer information will turn into a hyperlink upon hovering your mouse over it.]




      3. The Edit Customer window will open.  Edit the customer's information as needed and click OK to save your changes.