Download ProfitPilot

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Make the necessary changes and select the Save button.
Note: You may not edit the customer number.
Delete a Customer – POS
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At the POS select the <Customers> tab.
Find the customer from the list and select to highlight the name.
Select the Edit & View Details button.
Select the Delete Customer button.
The system will display a prompt. Click OK to delete the customer or Cancel to return.
Sort List
To sort the customer list, highlight the column heading that you wish to sort by such as Customer # or Contact.
The list will be sorted by the heading that is displayed in RED. As you start typing, the data will drill down and only
display the matching criteria to what you have typed. To clear the current search click the backspace key.
Viewing a Customer’s History – POS
The Customer History screen at the POS will display the average dollar amount the customer has spent in the last
12 months, a total for the last 12 months, and a ranking as compared to all of the other customers in regards to
how much he/she has spent. A transaction history is also displayed.
• At the POS select the <Customers> tab.
• Find the customer from the list and select to highlight the name.
• Select the Edit & View Details button.
• Select the History button. The history information will be displayed.
• When complete, click the Cancel & Return to POS button.
Note: The total amount for each transaction is the total before taxes. The Previous 12 Month Total does include the tax amounts.
Adding Customer to POS Transaction
You can add a customer’s name to a sales transaction. This is important for transactions where you sell Gift Cards
or Wash Books as this will link the customer to the actual card that is given to them. Not only does it create the
link for tracking the customer’s purchases, if the customer were to lose their card, you could look the customer’s
information and find out the card number.
• At the POS select the <Customers> tab.
• Find the customer from the list and select to highlight the name.
• Select the Select button.
• The highlighted customer will be added to the current transaction, and the main POS screen
will once again be displayed.
• The selected Customer’s information will be visible in the Customer box on the left of the POS
screen.
2015 SONNY’S® CarWash Controls
This document is confidential and proprietary to
SONNY’S and cannot be used, disclosed, or
duplicated without prior written consent from SONNY’S CarWash Controls.
Page 17 of 47
02.24.15
ProfitPilot User Manual - QuickGuide.docx
www.SonnysDirect.com