• A list of customers will be displayed.
• Select 'Active' or 'Inactive', then 'Show All' to see the desired customer set.
• Choose a customer to review or edit, click on the line containing the required customer's information.
• If there is a long list of customers you can narrow the list by entering a partial customer name in the 'Customer Search Options' box, then pressing enter on the keyboard.

• The Lanes uses 'NEW CUSTOMER' record that has been first generated by the Back Office and sent to the Lanes
• When the cashier requests a New Customer, one of the NEW CUSTOMER records is used.
  The Cashier then edits the Customer information.
• The Back Office is then updated whent tht next polling/communications session is run.
  Another NEW CUSTOMER record automatically replaces the used one.
• This method allows new customers to be entered on the fly at the POS and is especially useful in a loyalty system.

• This requester also allows you to add a batch of new customers just for the Back Office and Print Application forms if required.

• If you click on the New Customer button, the default name is set to 'NEW CUSTOMER'.
  Also some default conditions are set for the customer and, if the 'Auto Customer' number in System Settings is set higher than zero, a new, unique POS ID code will be attached to the customer.
  The auto customer numbers must not conflict with the auto PLU numbers - use very distinct numbering systems if using both. e.g Auto Customers 2199000000, Auto PLUs 9999900000
• Whenever you click 'Save' with the default name, the program will prompt you to print an application form.
  The application form is printed with the POS ID on it.

• Customer Name - This can be a Business or Individual's name.
  How you enter the name is not important so long as you adopt a constant approach.
  So if you use SMITH, FRED for one entry, don't use ELIZABETH JONES for another.
• Name Address etc.. and any demographic and contact information.
• Phone - Just put in a numeric entry for any phone number - it will be formatted properly on save. e.g. 2503837134 will be formatted to (250) 383-7134.
• Last Updated - is a record fro your tracking purposes, changed whenever you click the 'Save' button for any customer, or anytime the customer is updated from the POS Lanes.
• P/O Drop Shipment Customer - This customer can be included on a Purchase Order to ship to rather than having the Purchase Order delivered to the store.
• Send Emails/Statements - If this flag is on they will be included in a Statement run and any Loyalty bulk emails.  

POS Status - Tax Exemptions, Discount, Loyalty, Cheques and Flags.



POS Activity

• POS ID - A unique tracking number assigned to this customer - it can be applied to membership Magnetic Swipe or Scanning customer cards.
• Last Updated - The Last Date of any activity at the POS or Back Office saved to this customer record.
• Active Customer - This has to be checked or the Customer will not show on the POS Lanes.
• To Deactivate a customer in the Database at the POS -
  • Make the customer Inactive, by unchecking the 'Active Customer' box.
  • Save the change.
  • Send changes to the POS Lanes.
  
   
  

Taxable Status:

• If this customer has any Tax exemptions, leave that particular tax unchecked (ONLY), then their invoices will never add that tax, even if it is set to be taxed in the Store file. Do not uncheck these boxes for normal operations

Automatic POS Discount/Price Level Setup: 

• Apply Discount % - The figure set will be applied as a discount (e.g. 5%) automatically. to any items sold.
• Cost % - The figure set will be applied as a mark up on cost (e.g. 15%) to any items sold.
• Price Level, the customer can be set to use a pre-specified Price Level automatically.
• Discounts can not be over-ridden at the time of sale if they are specified in the Customer file.
• Discounts are only applied to Discountable Items, or Items with a specific Price Level Discount specified. 
  
• The 'Price Level', 'Discount%' and 'Cost Plus %' figures are mutually exclusive, only one will be applied to any item at the time of sale.

• Any customer entered into the database is automatically a loyalty customer and will collect points if any are assigned at the POS.
• Enter the Business Type - this is used primarily in the Statements or reports as a way to selectively group customers.
• Enter the Loyalty level as setup in System Table Maintenance
• Points performance for this customer is shown as 'Earned', 'Redeemed' and 'Outstanding' points.
• Points information is shown on receipts and any marketing letters sent to the customer.

• If the Max Cheque is set to a number then the customer will not be allowed to exceed that amount for any cheque.
• If the Collect NSF$ amount is more than zero then the customer will be treated as having NSF cheques at the time of sale.
  The amount to be collected will displayed on the POS lane as part of the sale.

Optional Functions:

• Enforce PO # on sale - The POS Lane enforces a Purchase Order number when selling to this customer
• This Customer has consignments - Makes an entry in the Vendor File using the customer details.
• This Account is a Room in a Property - Leave this flag OFF (Unchecked!) .
  It has a specialized function which is incorporated into a Hotel Interface provided by the POS Lanes.
  The Hotel Interface is very specialized and not covered in this manual.

• The code can be edited if necessary.
• If you use an AR Code that already belongs to an existing customer, then the system will re-display all of the account information for the existing customer.  This enables multiple customers to use the same account and share the same Statement. 
  All that then remains is to add the 'Account Name' in for the individual customer.

If the customer joins an existing account, the AR information for that account will be displayed.

• Put the Business Name (Account Name) for the customer into this section.
• The Payment Term info (Terms) is entered from entries in the setup tables.
• Click on 'Hold Account' if the customer's charging priviledges are suspended.
  The cashier will be notified at the time of sale.
• Enter an amount for the Credit Limit.
• Set the Send Statments flag ON (Checked)

• AR and Purchase information is accumulated as the customer purchases items.
  This information cannot be edited it is for quick reference only.
  BBF information (Balance Brought Forward) is re-calculated each time a Statement is printed for the customer.

Reference - Miscellaneous customer information.

• Use these fields to track any other information that you require for this customer.
  We strongly recommend that you do not retain credit card numbers in these fields as none of the information stored is suitably encrypted for such a purpose.
  Any data relating to a customer's personal identity must be suitably protected from anauthorized access!

• Date Of Birth to Social Insurance fields - Reference ID fields only.
• Standing P/O - An entry made here will appear on all POS Lane receipts by default.
• Tax Exempt (GST/PST shown here) codes - Will be attached to an Invoice automatically for Tax audit purposes, if set in conjunction with the 'Applicable Taxes' flags.
• Web Password - only applicable if the Back Office interfaces to our eCommerce site software.
• Comments - Can be any comments required for that customer, they are not printed on statements and can be checked at the POS.
• Report Group - Pick a group from the records setup in Setup - Customers - Business Groups, click New Group to add an additional Group on the fly.
• Click 'Save' to retain all information entered

Labels - Add Individual Customer labels to a Batch.

• Select a Customer from the list
• Click on the Labels Tab
• Select the Design for the label
• Click the 'Add Label' button.
• Labels can be printed from the 'Labels and Signs' area of the package.

 

Profile - Shows Customer Preferences at the POS.

Clicking on the 'Profile' button will allow you to retrieve all the items this customer has purchased to date ordered by best sellers dollar value. (The customer's profile is available at the Point Of Sales Lanes from the Inquiry screen.)

• Any item can be added manually to the customer's profile.
• This profile is then available at the POS lanes through the Inquiry screen.
• Items can be sold from the customer's profile at the lanes, this is useful for businesses that require a simple customer history or item list at the Point of Sales.

 

Purchases - Shows Customer Items Purchased.

Clicking on the 'Purchases' button will show you further Purchase history, but without Invoice details.

 

Invoices - Shows Individual Invoice Detail from purchases. 

• The Invoices function will show all the invoices (with details when the line entry is clicked) generated for this customer.
• They can be re-printed by selecting the required Invoice from this screen.
• The purchases function will display a list of purchases, ordered by top sellers for this customer.