Sometimes you may need to change the customer number during a transaction. For example, you begin ringing up items using the default cash customer, but the customer then informs you that he/she has an in-store charge account. Or, you need to change to a different customer number after recalling a saved transaction. Use the following procedure to switch to a different customer number.
From the POS window, at any point during the transaction, click in the Customer box.
Select the appropriate customer.
Press Enter. The Customer Detail dialog box displays.
Click OK to confirm that you've selected the correct customer.
If the Reprice This Transaction dialog displays, click Yes to reprice the transaction, or click No to keep the original pricing. (Note: for a sale or a suspended transaction, you must have security bit 542 to answer No to the reprice question, or a manager's override is required.) The Reprice This Transaction dialog box displays if the customer you're changing to:
has an open quote associated with it
has a category pricing plan (CPP) associated with it
has a different Standard Selling Price than the original customer
is a cash customer, whereas the original customer was a charge customer (repricing is mandatory in this condition)
is a charge customer, whereas the original customer was a cash customer (but only if the charge customer you're changing to has a different Standard Selling Price, or has either a Category Pricing Plan or an Open Quote associated with it).
Note: when you change to a different customer number, the following fields are always updated automatically: Tax Code, Taxable flag, and Ace Rewards Number.