Applying customer search

Everything regarding customer search functionality comes by applying the customer search UI component somewhere on to a grid.

Create the layout hosting the customer search form

The recommended way is to create a new full screen layout and drop the component on to that fully expanded.

1. Navigate to Setup > POS Layout

2. Click New layout (24x17)

3. Provide new ID and name for the layout, for example:

   1. ID = customer-lookup

   2. Name = Customer search layout

4. Under Components, locate and click << Customer search to drop the UI component onto the layout and expand the component to cover the whole layout.

5. After making sure the component is selected, various settings can be applied.

   email - factor: The search factor of the email fields can be adjusted.

   history - factor: The search factor of the email fields can be adjusted.

   id - factor: The search factor of the email fields can be adjusted.

   name - factor: The search factor of the email fields can be adjusted.

   phone - factor: The search factor of the email fields can be adjusted.

   customercreate: By applying this property, the POS has the ability to create a customer both in Centara server and in the local database simultaneously.

Set a button the launch customer search

Now that the layout is ready we only need to have a button configured with a macro to launch the search layout.

1. Choose an existing button or create a new one.

2. Apply the following properties to the button:

   1. Macro = MENUOPEN(MenuControlId=root;MenuId=customer-lookup;);

   2. Caption = Search for customers