How to Update Client Record in Classic POS
Overview
Updating client information is an essential function in ClassicPOS, enabling users to maintain and update existing client records. This ensures that client data remains accurate and up to date for daily operations, reporting, and effective customer management.
Why is the Update Client Records is needed in ClassicPOS?
Updating client records is important to ensure data accuracy and support business operation effectively. By maintaining updated client information, ClassicPOS enables:
- Accurate Customer Information: Ensuring all client's personal and contact details are up to date
- Improve Customer Engagement: Supports better communication and personalized services.
- Operational Efficiency: Reduces error during sales and reporting process
- Financial Accuracy: Ensures correct credit limits, terms, and billing details
How To Update Information of Existing Client?
There are two ways to search for a client before updating the information:
- Search via Client List
- Search via Client Form
Method 1: Search via Client List
- From the Main Menu, navigate to the Master Data and click on the Client List.
- The system will navigate the user to the Client List page.
- User may select the dropdown menus to define the search criteria.
The dropdown consist of two types of filters:
Search Match Type: Contains, Start With, or Exact
Search Field: All, Company/Client Full Name, Mobile Contact, Client Code, Registration Code, IC Number, or Alternate Lookup - Enter the search keyword and the system will display the list of matching clients.
- Select the desired client from the list that needs to be updated.
- Click the Select Client button located on the top right of the screen.
- The system will then navigate you to the Client Module, which contains all the client’s information that you can update
Method 2: Search via Client Form
- From the menu, navigate to the Master Data and Click on the Client form.
- The system will navigate the user to the Client Module.
- Navigate to the search bar located at the top center of the screen.
- Enter the search keyword to retrieve the client information.Users may search using Client ID, Client Name, Alternate Lookup, IC Number, or Mobile Number.
- The system will display the matching client record(s).
Update Client Information
- Users may navigate to the relevant tab located on the left side of the screen and update the necessary information in the corresponding fields.
- After update the necessary information, click on the Save button located on the left side of the screen to ensure all changes made has been saved.
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