Hot Key - F12

Keyboard Shortcut

We added F12 as a hot key in many parts of the program to enable you to view the currently selected customer (or in some cases, pick a customer).   When you press F12 the Customer Lookup screen appears.  A new option allows you to define which tab on Customer Lookup appears first when you press F12.

F12 now brings up the currently selected customer’s notes (or allows one to select a customer) in many places: POS, Shipping, Mailbox, AR Payment, AR Adjustment, Refund (only if refunding a receipt which identifies the original customer), and Additional Information (for receipts).

This option is configured at Store Information -> General -> Miscellaneous Options and Shipping Setup -> Process Options .

 ”Notes” is the default, but any of the tabs can be selected.

The idea behind this feature is to allow you to add notes whenever it is convenient -- like talking to the customer at the counter -- or make on-the-fly adjustments as needed.

• In Mailbox, main manager screen, you need to first pick a box and highlight the customer in the right-side list before F12 will work.

• In Box Information, F12 will bring up the Primary Holder unless you highlight a secondary holder from the list.  In the example to the right Alan Stewart’s record will appear.

• On the receipt Additional Information screen, if you haven’t already chosen a customer, you can pick one here.  

• IMPORTANT NOTE: If you have already completed the sale, and this screen appears as part of the end-of-sale process, selecting a customer here will NOT set their tax exempt status or apply any customer discounts.

On the Refunds and Returns screen, F12 will only work if you refund with receipt where a customer was identified on the original receipt.