To flag customers who order a specific item

[Bud Brown]

All,

If you need to filter customer who order a specific item, you first need to set the 'flag' for that item.  From the main POS screen:

Go to Tools

Select MORE in the bottom left

Select DATA VERIFICATION

Select REVISION in the top left

Select CUSTOMER FLAG from the far right

This brings up a window with several tabs.  In the first tab (analysis), you set your date range.  In the 4th tab (criteria), set the item# or range that you want to filter for.  In the last tab (changes), you set your flag title and Mark field.  Click "filter" in the upper right, and then "next" in the lower right, to mark the customers in POS.

Once done, exit Tools.

Go to Customers, then Filtered View, and enter your flag value in the appropriate Mark field (1 or 2, which ever you set on the 'changes' tab).

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Bud Brown
Operations
CW Tampa
813-288-8465