image_pdfimage_print

Retail Customer view allows user to manage / register retail customers in POS (Point of Sale) module. Below are available actions for the user from Retail Customer view:

Samooha icon2 Create new retail customer

Samooha icon2 Update retail customer details

Samooha icon2 Delete retail customer

Samooha icon2 View and search for retail customer details

Samooha icon2 Import and export of retail customer data:

1. Export to CSV file
2. Import from CSV file
3. Export for Mail Chimp

Retail Customer - list

Retail Customer - details

 

Field Name
Description
Mandatory Information
Customer Code  Custom code for the customer

Y

First Name  First name of customer.

Y

Surname  Family name of customer.

N

Gender  Male or female

Y

Date of Birth  Self-explanatory

N

Country  Self-explanatory

N

Sales Rep Sales representative staff who served the customer.

N

How do you know about us?  How did customer find out about the retail store

N

Join Loyalty Tick checkbox if customer would like to join store loyalty program

N

Loyalty Joined On Self-explanatory

N

Location Location of registration of customer

N

Is Active? Tick checkbox if customer is active

N

Mobile Number  Self-explanatory

N

Address  Self-explanatory

N

City  Self-explanatory

N

Postal Code  Self-explanatory

N

State  Self-explanatory

N

Country  Self-explanatory

N

Phone1  Self-explanatory

N

Phone2  Self-explanatory

N

Fax  Self-explanatory

N

Email  Self-explanatory

N

Website  Self-explanatory

N

Create New Retail Customer

1. Click on Customer Details tab at the bottom of screen

2. Fill up customer’s information

3. Click Save button at the bottom of screen when done. The created retail customers will be available for selection in the Point of Sale Entry (Cash Register).

4. Click Create New button to create another retail customer record

Retail Customer - create

 

Update Retail Customer Details

1. Click on Customer List tab at the bottom of screen

2. Double click on customer to be updated, it will bring upCustomer Details tab for the selected customer

3. Make change(s) on the customer’s information

4. Click on Save button at the bottom of screen when done

5. Click on Revert button at the bottom of screen or refresh icon at the top of the screen to roll back the changes.

6. User can do mass update of retail customer records from the list view. Select multiple lines in the list view and right-click mouse to show more options. Select “Mass Customer Update” and choose which data field to update for the selected records. Click “Update” button to proceed with the update.

Retail Customer - list options

Retail Customer - mass update

 

Delete Retail Customer

1. Click on Customer List tab at the bottom of screen

2. Double click on customer to be deleted, it will bring up Customer Details tab for the selected customer

3. Click on Deletebutton at the bottom of screen

4. Click on Yesbutton on the pop-up window to confirm record deletion.

 

View and Search for Retail Customer Details

1. Click on Customer List tab at the bottom of screen

2. Enter search parameter to filter the result, i.e. type in name of the sales representative in the Sales Rep textfield box or select from drop-down list

3. Result can be sorted alphabetically by clicking the fields’ columns

Retail Customer - filters

Inactive retail customer records will be highlighted in yellow in the list view.

Retail Customer - inactive

4. Double click on customer to view full details of the customer, it will bring up Customer Details tab for the selected customer

 

Import and Export of Retail Customer Data

1. Click on Customer List tab at the bottom of screen

2. Click “Export to CSV” export_csv_icon button to export listed retail customer data, user can filter the list to only show data to be exported.

3. Click “Import from CSV” import-csv button to import retail customer data. Use “Export to CSV” feature to get the file template with example.

Retail Customer - Import & Export

4. User can also export the retail customer data for Mail Chimp using “Export for Mail Chimp” feature.