Table of Contents
Customer Tracking Transactions
Every transaction can be tracked against a customer . Creating your customers a profile on your system helps built up there purchase history and assist with other customer relations features such as loyalty, layovers ect.
Creating a Customer
- Press Cust and Press Add
- Fill in Customer Information.Press Ok.
- The customer is now saved.
- You will be taken back to the transaction screen with there name at the top.
When the customer name is at the top of the transaction screen this means the transaction you now start and finalise will be tracked against the customers profile.
Next time the customer comes back in you will search for them instead of adding them.
Customers Marketing Consent
To create marketing consent options you need to do this on the back office.
When you have created the customer:
- Click the customers name at the top of the transaction screen.
- Select Marketing.
- Tick there consent.
- Press Ok.
Searching an Existing Customer
- Press Cust and Search
- Select Customer and Press Ok.
- You will be taken back to the transaction screen with there name at the top.
There are Different Search Bys:
- Card No
- Name ( 'J Bloggs' 'Jo B' 'Joe Bloggs')
- Postcode
- Telephone/Mobile
- Surname
- First Name
For a more detailed guide on using customer tracking on the pos POS Customer Tracking.
Tracking a Sale New Customer
- Press Cust and Press Add
- Fill in Customer Information.Press Ok.
- The customer is now saved.
- You will be taken back to the transaction screen with there name at the top.
- Scan Items in to transaction screen.
- Process payment method and finalise.
Tracking a Sale Existing Customer
- Press Cust and Search
- Select Customer and Press Ok.
- You will be taken back to the transaction screen with there name at the top.
- Scan Items in to transaction screen.
- Process payment method and finalise.
Tracking Returns & Exchanges
As long as there name is searched and is showing at the top of the transaction screen any type of sale, return or exchange will record against there profile. Below example is a return.
- Press Cust and Search
- Select Customer and Press Ok.
- On a blank transactions screen press RETURN.
- Scan the barcode on bottom of the receipt. Press Ok.
- Select a reason and Press OK.
- Select a item(s) you wish to return, Press OK.
- The item(s) will now show on the transaction screen as a negative.
- Choose a tender for the return. Press OK, and Finalise.
For a more detailed guide on using customer tracking on the pos POS Customer Tracking.