Customer

Customers are one of the main resources that are useful for the system. They are mostly used to keep track of loyal customers and therefore provide better pricing or other advantages. The customers depend on the customer's group which is used for grouping customers to which we might want to apply the same bonuses or services. Before creating a customer it's therefore important to have a set of customers group created before.

Under the Customer Tab on the tablet, you will see all the customers that you have in your system. This tab is pretty simple if you select one of your customers you will see their info.

Some other Functions on the Customer Tab are Search, Add Customer, Shopping Cart, etc

• The Search Button lets you search for a customer by their Name, Email Address, Phone Number, Customer Number, etc.         

  

• The Plus sign lets you Add a customer to the system.

  

• The Shopping Cart is very useful on this screen, meaning if you already have items in your shopping cart and you add a customer from this screen they will already be attached to the transaction.
• The Number indicates the quantity of items you have in the transaction cart.
• The Home Button will take you back to the home page.

Adding a New Customer

You have 2 options for adding a new customer from the Customer tab.

1. Add a customer by pressing the plus sign Or
2. Add a customer by clicking on the customer symbol at the bottom of the screen.

Both will take you to the add customer screen and there you enter all the mandatory requirements to add a customer.

There are many fields that are able to be used with Customers. Not all fields will be needed for each customer and most are purely preference if you want to use them.

* Indicates a required field.

Number – This is a unique number that differentiates each customer in the database.

First Name* – This field is for the first name of the Customer.

Last Name – This field is for the last name of the Customer.

Email – This field is for the email address of the Customer.

Mobile – This field is for the mobile phone number of the Customer.

Address Details – These fields are for the address details of the Customer.

Date of Birth – This field is for the Customers’ birthday date.

Comments – This allows adding remarks/comments for the Customer.

Preferred Employee – This is to assign an employee for the Customer.

Groups – This is to assign a Customer Group for the Customer.

Loyalty Enabled – This is to enable/disable the Loyalty Program for the Customer.

OptInCom – This is to enable/disable SMS Marketing for the Customer.

Tax Exempt – This provides the ability to mark specific customers as tax-exempt and automatically exempt them from paying taxes during the checkout process.

Select the checkmark once you have entered all the mandatory requirements to add the customer. Now they will be in your system and be able to be added to transactions.

View Customer

You can view the customer details and update any data as required. To do so, just find the customer and click on the customer card. 

   

This will take you to the View Customer page, where all the customer data already saved will be displayed.

Click on the pencil symbol to edit the selected customer records.

You can see your customer's item history by selecting Customer and selecting Item History.

You can see your customer's purchase history by selecting Customer and selecting Transaction History.

Note: New Customers can also be created from the transaction cart screen.

Click the area of the customer icon, in the upper right-hand corner of the POS screen. A drop-down menu will open, then click the blue 'Add New Customer' to add the customer information. 

Wallet Invitation

With retailcloud, you can create digital passes for Apple and Google Wallet, ensuring customers a convenient and centralized experience.

This feature allows you to send a Wallet invitation link via SMS to customers, giving them access to their wallets. In cases where the customer's phone number is not already saved, it also provides a way to input and verify the phone number.

When the user clicks on the "Wallet Invitation" button, the system should trigger the invitation process.

To access the Wallet Invitation feature, follow these steps:

• Navigate to the POS Customer screen.
• Look for the "Wallet Invitation" button and click on it.
• After clicking the Wallet Invitation button, you will be prompted to send an invitation message. This message will be sent to the registered mobile number of the customer.
• If the customer's phone number is already saved in the system with a valid country code, the message will be sent directly to that number.
• If the customer's phone number is not saved you will be prompted to enter the phone number. If prompted to enter the phone number, type it into the designated field.
• Click the "Invite" button to send the invitation.

• When the customer receives the SMS invitation, they can click on the provided link.
• Clicking the link will redirect them to the retail cloud website, where they can access their wallet pass.

Digital passes promote a connected customer experience by integrating seamlessly into the modern digital lifestyle. 

Users can add their pass to Wallet directly from this link.

Notes

• Country Code Requirement: The invitation message will only be sent if a valid country code is provided in the phone number. Make sure to include the country code for successful SMS delivery.

• Editing Customer Numbers: Editing the customer's phone number in the invitation process will update the number for this specific invitation but will not change or update the customer's stored number in the system.

The Add to Apple Wallet/Google Wallet button and badge allow users to add passes, tickets, coupons, and more to the Wallet app on their Apple devices. 

QRC Based Actions

This feature is commonly used in retail and service industries to streamline the checkout process, enhance customer experience, and ensure that customers receive the appropriate discounts or benefits associated with their loyalty or promotional memberships. It simplifies the process for both the customer and the cashier, as the system automatically handles the discount and customer data retrieval.

It involves the ability of a ZeroPOS to scan a QR code and perform the following actions:

1. Scanning the QR Code: This refers to the system's capability to read a QR (Quick Response) code, which is a two-dimensional barcode that can store various types of data. An invalid QR code message is displayed once scanning an expired QR code. (Expires after 30 seconds)

2. Successfully Adding the Specified Customer: After scanning the QR code, the POS system identifies and adds the customer associated with the QR code to the current transaction. This customer might have a customer profile in the system, which could include their name, contact information, loyalty program details, and more.

3. Applying the Associated Discount to a Transaction: The QR code might be linked to a specific promotion or discount. The POS system, upon scanning the QR code, automatically applies the relevant discount to the items in the customer's transaction, reducing the total cost accordingly. This can be part of a loyalty program or a special offer tied to that customer.

 

Articles in this section

• Getting Started
• Settings
• Transaction Tab
• Item
• Customer
• Reports
• QSR
• retailcloud chat
• Re-Registering ZeroPOS
• Common Issues

See more