How to search for and edit a client

How to search for and edit a customer in Jewely Retail

Search for a client

1. Access CUSTOMERS → Customer records.
2. Use the search bar to find the client by:
   • Name or surname
   • Phone number
   • E-mail
   • Customer number
3. Click on the client in the results.

Edit information

1. Open the customer's record.
2. Click on To modify.
3. Update the desired information.
4. Click on Save.

Transferring a client's deposits

If a customer has changed their identity or if a data entry error has occurred, go to CLIENTS → Transfer of deposits to move the deposits to the correct customer account.