How to perform customer related operations in Axanta Point of Sale

This tutorial provides a clear and structured explanation of how to manage customer credit operations in the Axanta Point of Sale (POS) system, highlighting the controls and configurations required to maintain accurate customer balances and secure credit transactions.

The primary purpose of Customer Credit Management in Axanta POS is to enable controlled credit sales while ensuring proper validation of credit limits, outstanding balances, and payment settlements. This helps businesses maintain financial accuracy and consistency.

In this tutorial, you will learn the following:

• Configure customer credit settings in the back office, including enabling credit limits and validating outstanding balances.
• Process credit sales and split payments, such as cash plus credit or card combinations.
• Handle advance deposits and apply them against future invoices.
• Generate and review customer statements.
• Reconcile outstanding invoices using the customer payments or Pay and Settle feature to streamline collections.
• Track customer-wise price history for better pricing transparency.
• Process refunds of previously deposited amounts accurately within the POS system.