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Section

Section
Column

Quick Links

CRM Builder

Establishing Customer Groups

Establish Customer Groups Report/wiki/spaces/Dev/pages/1409222

Customer Report


Column

Fodder for Thought - Customers

Set up Customer Groups based on frequency, sales transaction amount, or gross margin and target market to these customers specifically

Use the VIP Status to recognize your special customers at the cashier level

Use the recommended items feature by "Other Customers Purchased"

 

 


 

Adding Customers at the POS

New customers can be added from the POS. If the prevent mandatory fields for customer creation box is checked on the CAS (configuration>add to mailing list promptconfiguration>POS Settings>Other POS Settings>Prevent Mandatory Fields for Customer Creation) the only mandatory fields are first name and customer number. Otherwise email address is also a mandatory field. Sales receipts will be emailed to the customer if an email address is provided, mail server is set up, and if the Go Green feature is activated.

Customer information can be filled out quickly by swiping the customers drivers license or ID

If an existing customer is selected in this screen then a view transactions button appears on the bottom of the screen.  

Note: Customers are identified by store location, so each store can just access their own database of customers (reducing the storage of many names that may not be needed at the store). If the store wants customers from all venues, perform a sync of the customer base and customers from all locations will be added to the database.


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