If you are completing a sale in NRG Fast Cash that requires customer information to be added: 


[NOTE:  Depending on the setup for your organization, adding customer information to the sale may not be required for all sales types.]


  1. Click the Start Sale button to begin a new transaction as normal.  

  2. From the Transaction screen, double-click the Double-Click to Add A Customer text beneath the Add Transaction Items box on the Transaction.  Or, select the Customer Information button (i.e. above the Tender Sale button). 




      3. The Customer Search screen will open.  Click the Search By dropdown menu provided and select a search method:


  • Phone Number:  Enter the 10-digit number, including area code – hyphens can be used if desired but are not necessary.  
  • Last Name, First Name:  Allows you to search for the customer by their full name – be sure to enter a comma between the last and first name.  
  • Last Name:  Allows you to search existing records by the customer’s last name.  
  • Customer Number:  Each customer record is assigned a unique # – this search type allows you to search by it (e.g. for frequent customers, businesses, etc.).  



      4. Enter the search criteria in the Search For field, then click the Search button. 




      5. The search has 3 possible outcomes:  

  • Customer Found:  The customer will be added to the sale automatically – their name & customer number will appear just below the Add Transaction Items field. 




  •  Multiple Customers Found:  A list of matching potential customer records will display in the Customer Search window.  Select the intended customer from the list, then click the OK button – the customer will be added to the sale.



  • 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 the OK button. 



[NOTE:  Fields marked with a star are required and cannot be left blank.  If the customer declines to provide certain info, enter “NA” in the field.]


      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. Conduct a search for the customer account (as outlined above).  

  2. Select the intended customer from the Customer Search results, then click the Edit Selected Customer button. 




      3. The Edit Customer window will open – edit the customer’s information as required, then click OK to save your changes.