Customer Records

Customer Records

Adding and Editing Customers

Adding a Customer

  1. Click Customers & Identifiers on the Side Menu
  2. Click Customers
    1. The Customers list will be loaded, with the list function buttons appearing above the list in the top right hand corner of the Customers page
  3. Click Add (+)
  4. Add the Customer's personal details - you will need to configure Customer Titles if you haven't already done so.
  5. Click Save
    1. Tabs will appear when the record has been saved for the first time, allowing you to configure additional details as per the Customer Settings section below
  6. Click back on to the top left tab, then click Save

Editing an existing Customer

  1. Click Customers & Identifiers on the Side Menu
  2. Click Customers
    1. The Customers list will be loaded, with the list function button appearing above the list in the top right hand corner of the Customers page
  3. Double-click the Customer you want to edit
  4. Edit the record as required
  5. Click back on to the top left tab, then click Save

Customer Settings

Addresses

A Customer can have multiple addresses, such as Home and Work, and you'll need to configure the Address Types before adding any addresses.

Adding a Customer Address

  1. Click Add (+)
  2. Enter the Address details
  3. Click Save

Editing an existing Customer Address

  1. Double-click the Customer Address you want to edit
  2. Edit the record as required
  3. Click Save

Identifiers

A Customer needs to be linked to at least one Identifier before they can be included in any Loyalty Schemes or Vouchers and Rewards. Identifiers can be created on the fly with limited options, but the best place to manage them is the Customer Identifiers section.

Adding an Identifier

  1. Click Add (+)
  2. Configure the Identifier - you won't have the option to add a Range and the default Status will be Activated
  3. Click Save

Unlinking an Identifier

  1. Click on the Identifier you want to unlink
  2. Click Unlink Identifier

Image

You can attach an image that will be displayed in GPoS when the Customer details are loaded by an Identifier.

Adding an Image

  1. Click Upload
  2. Drag the image to the Image Upload popup, or click on the popup to browse for the file
  3. Accepted image types are png, jpg, svg, gif, webp, jpeg with a maximum file size of 1024KB

Deleting the Image

  1. Click Delete

PoS Options

PoS Options are additional settings used to control a number of override options when the Customer is added to the transaction in GPoS

Option
Description
Display Message to Clerk
A message that will appear on screen when the Customer is registered on the transaction
Discount Percent
The percentage discount that will be applied to the transaction when the Customer is registered (see the GPoS System Options section in the GPoS Customer Module Setup article for details on configuring the Discount to be used for this value)
Price Level
The Price Level that will be applied to the transaction when the Customer is registered
Screen Page
The Screen Page that will appear when the Customer is registered on the transaction
Override Tax
The Tax that will be applied to the transaction when the Customer is registered
Disallow Itemisers
The Disallow Itemisers that will be applied to the transaction when the Customer is registered
Multibuy Flags
Flags used to trigger certain Multibuys when the Customer is registered on the transaction

Rewards

See the Customer Rewards article for details on how to apply Rewards to a Customer.

Vouchers

See the Customer Vouchers article for details on how to apply Vouchers to a Customer.

Groups

Customer Groups are used to group certain Customer Records together, and can be created on the fly, or managed in the Customer Groups section.
  1. Tick one or more Customer Groups to assign the Customer to the required group(s)
    1. You can add a new Customer Group on the fly by clicking on Add New Group

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