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Articles

  • Article How to Add New Customers
    You can add a customer into Swim via two methods: Adding customers from the Customer Menu Adding customers from a new sale Adding a Customer...
    Views: 35
  • Article How to Delete a Customer
    The Delete Customer feature can be found under Customers > Delete Customers. The purpose of this page is to allow customer profiles to be...
    Views: 31
  • Article How to Find a Customer
    There are multiple ways to search for a customer in Swim: Global Quick Search Feature Customer Quick Search Feature Customer Search Menu...
    Views: 31
  • Article How to Merge Customers
    When there are lots of double-ups of customers in the system, or you just want to remove some un-used customers, this data can be "cleaned up" by...
    Views: 29
  • Article How to Refund a Customer Credit
    Create a new sale for the customer. Add a non stock item to the sale called 'Refund of Customer Credit.' Enter the amount of the credit. Click...
    Views: 13