Customers

April 23, 2020 06:29

From CAS, go to Transactions --> Customers --> Create/View Customers

Create/ View Customers

From CAS --> Transactions --> Customers --> Create/View Customers

User creates a customer to track the customer sales. To create a new customer, user can provide a customer number or check the box to have it automatically generated. User provides customer details such as name, address, phone, email (mandatory field), and drivers license and can place the customer in either a frequency based category or static groups . The user can create a customer in this screen, or can modify an existing customer. To modify an existing customer, enter one of the customer details and press search to see a list of customers that match the criteria (or press search and obtain a full list of customers), then press Save after making the necessary changes. A PDF can also be generated with a list of customers that match the searched criteria.

When user enters one of the customer details and presses search, a list of customers that match the criteria will come up at the bottom of the screen. User selects the customer and presses show, and the create customer screen will appear with that customer's details filled in. User can click transaction history to see all the purchases or refunds made by that customer.

Details

Adding/Modifying customers To be used for creating a new customer record, or editing information on an existing customer record.

Exporting customer list to CSV

Customer Transactions

All the transactions of each customer is saved in the database and can be viewed by clicking the Show Transaction History button. The follow transaction history of the customer is displayed.

Enable Go Green

By using Go Green email receipt, we offer a way to reduce the paper trail by giving customers the option of having their transaction receipts automatically emailed to them. To enable follow the below steps :

From CAS --> Transactions --> Customers --> Create/View Customers
Search for customers (if already created) and select the customer, click 'show'. When creating new customers, enter the customer details in the fields provided.
Click on 'Go Green (No Receipt Print) check box to enable email receipt.
Click Modify/Save.

Adding Customers To Groups

From CAS --> Transactions --> Customers --> Create/View Customers
Search for customers (if already created) and select the customer, click 'Show'. When creating new customers, enter the customer details in the fields provided.
Navigate on the 'DeAssigned Customers Groups (Static) and select the Customer Group.
Click on the < button to assign the customer to the selected customer group.
Save.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers and human resource managers may modify customer settings at Venues or Store assigned to them.

Modifying Customer Records & Exporting to CSV

Overview

From CAS --> Transactions --> Customers --> Create/View Customers

Follow these steps for viewing customer records to make updates, and/or export the list to CSV

Step One :

Once this screen appears, you have multiple things you can do.

Exporting CSV

If you are trying to export CSV of your entire list, with all fields blank, you can choose the option to Search at the bottom, and all customers will appear in a list at the bottom. Without making any selections, choose the Export button, and a CSV file will download of the entire customer list.

Adding New Customer

If you wish to add a new customer, leave the Customer Number Auto Generated box marked so that you do not end up duplicating any customer records. Complete at minimum their name and email. Complete any other fields which you wish to include. If there are any customer groups which you wish to assign them, you can do that here. When you are done, click Save. (Note: First/Last name fields max at 20 characters)

Modify an existing customer

Enter in the detail by which you wish to search and find your customer, and click the search button. A list will show at the bottom with matching results. Select the radio button for the customer which you want to modify, and choose the show button. Their information will populate in the fields above. Make the changes you want to make, and select the save button. (Note: First/Last name fields max at 20 characters)

Create/ View Customers (New)

Creating a new Customer

From CAS --> Transactions --> Customers --> Create/View Customers 🆕

Follow the steps below to create or view customer details.

The customers page appears with the list of already created customers. User can search for customers by providing details in any of the search fields. The search fields are as follows :

Customer Name
First Name
Last Name
Email
Address
Zip code
City
State
Country
Phone
Mobile
Groups

To add a new customer

Click on “Add New Customer” tab.
Enter the customer details on the provided fields.
Click on ‘Additional Fields’ to add additional customer details.
Select/Deselect the ‘Auto Generate Customer Number’ for automatically/ manually entering customer number.
Click on “Add”.
Customer will be added and displayed in the customer list.

Removing a Customer

Go to the customer list and click on the 3 dots provided near the edit icon.
Click “Remove Customer”.
The customer will be removed from the list.

Modifying Customer Details

Go to customer list and click on the edit icon.
To view the history of the transactions click on “History” tab.
To cancel the edit click on “Cancel”.
Make the desired changes in the fields.
Click “Modify”.

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