How to Edit Customer Details

Modified on Sat, 29 Mar at 7:52 PM

Hana POS allows you to update customer details directly from the Orders Page

You can also manage and edit customer details directly from the Customers page.


This guide outlines the steps to edit customer details from both pages.


Steps to Edit Customer Details from the Orders Page

Step 1: Access the Orders Page

  • Navigate to Orders.

The Orders Page will be displayed.




Step 2: Open the Customer Edit Dialog

  • Click the edit icon in the row of the order you wish to modify.

The Actions Menu will be displayed.

  • Click Customer Edit.

The Customer Details Dialog will appear.


Step 3: Modify Customer Information

  • Make the necessary changes to the fields.



Step 4: Save the Updates

  • Click Update Details.

A success notification will confirm that the customer details have been updated.


Alternative Methods to Edit Customer Details

Editing from the Order Details Dialog

  • Click anywhere in the order row to open the Order Details Dialog.

  • Click the edit icon > Customer Edit.

  • Make the necessary changes in the Customer Details Dialog.



Editing from the Customers Page

  • Navigate to the Customers Page.

  • Select the customer record you wish to edit.

  • The Customer Details Dialog will appear.

  • Make the necessary changes and save the updates.




By following these steps, you can efficiently update customer details within Hana POS, ensuring accurate order and customer management.

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