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backoffice:customers [2021/05/14 15:42] – melbackoffice:customers [2021/05/14 16:16] (current) – mel
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 This is the back office end of the system where you can add, view edit customers and also view there history.  This is the back office end of the system where you can add, view edit customers and also view there history. 
  
 +Customer tracking is used to gather your customers information to track there spending and also collect there details to how you wish to market to them. 
 +
 +From the 25th May 2018 the new GDPR regulations come in to affect of how you use, process and store your customers personal details. For more on GDPR  please see the [[info:GDPR|GDPR Page]].
 ===== Add a Customer ===== ===== Add a Customer =====
  
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   * The customer is now saved. All the additional customer tabs will now appear on the left hand side.    * The customer is now saved. All the additional customer tabs will now appear on the left hand side. 
  
-| **Address** | Return items. | +| **Address** | Address of the customer. | 
-| **Delivery Address** | Open Departments. Sell a none stock item. | +| **Delivery Address** | Delivery Address of the customer. | 
-| **Loyalty** | Product search.   | +| **[[pos:useloyalty| Loyalty]]** | View/Edit Loyalty.  | 
-| **Account** |Hold a transaction. | +| **Account** |View/Edit Account information.  | 
-| **Marketing]** | Resume a held transaction. | +| **Marketing** | View/Edit Marketing and Marketing Consent. | 
-| **Measurements**  | Sell a gift voucher/card.   | +| **Measurements**  | View/Edit Measurements. | 
-| **Interests**     | Not Shown by Default - POS Transfers for Multi Branch Locations  | +| **Interests**     | View/Edit Intrests. | 
-| **Company**     | Not Shown by Default - To Process an Alteration | +| **Company**     | End of Life, please do not use. | 
-| **Notes**     | Not Shown by Default - To apply payments to layovers and accounts. | +| **Notes**     | View/Edit Note. | 
-| **Tools** | Check stock levels on item just scanned/selected.  | +| **Tools** | Track Transaction, Delete Customer, Print All Details.  |  
 + 
 +===== Editing a Customer ===== 
 +Editing customer details all depends on your [[backoffice:security|security settings.]] 
 + 
 +  * Use the search box to search for you customer.  
 +  * On the list select the correct one and press edit.  
 + 
 +===== Editing Loyalty ===== 
 +Different customers can have different loyalty rates set. Please bare in mind that only managers should have access to edit such information. As having this setting switched on can be open to abuse.  
 + 
 +For more information on loyalty please see the [[pos:custloyalty|Customer Loyalty]]. 
 + 
 +===== Setting a Customers Account Balance  ===== 
 + 
 +On the Accounts tab set the account status to active and set an account limit.  
 + 
 +===== Editing Marketing Consent ===== 
 + 
 +Marketing consents are set up under back office settings under [[backoffice:setup:settings:customer|customer settings]]. When you collect customers information in order to market to them you must ask there permission as part of GDPR. For more on GDPR please see the [[info:GDPR|GDPR Page]]. 
 + 
 +When a marketing consent is ticked or unticked this records in the database and can be viewed on the view history section of customers.  
 + 
 +===== Editing Interests =====   
 +Interests are set up under back office settings under [[backoffice:setup:settings:customer|customer settings]].  
 + 
 +Interests can be ticked or unticked.  
 + 
 +===== Measurements  =====   
 +Measurements are set up under back office settings under [[backoffice:setup:settings:customer|customer settings]].  
 + 
 +Measurements can be input here. Press Save.  
 + 
 +===== Notes =====   
 +Notes can be used to keep notes about the customer. Please be careful on what information is entered as if the customer requests a copy of personal data that you hold (GDPR). Notes is include on this.  
 + 
 + 
 +===== Tools ===== 
 + 
 +==== Track Transaction ==== 
 + 
 +If a sale needs tracking against a customer you can use this to track the sale to the customer. 
 + 
 +==== Delete Customer ==== 
 + 
 +If a customer has requested to be deleted you can delete the customer.  
 + 
 +==== Print All Details ==== 
 + 
 +For GDPR this allows you to print/pdf/export the customers details inline with that a customer can request a copy of personal data that you hold 
 + 
 +===== Overview Customer Details ===== 
 + 
 + Overviewing customers information  all depends on your [[backoffice:security|security settings.]] 
 + 
 +  * Use the search box to search for you customer.  
 +  * On the list select the correct one and press Overview. 
 + 
 + 
 +| **Overview** | View Top Five Brands, Branches Visited and Sales Data. | 
 +| **History** | View Purchase History. | 
 +| **Consent Log** | View Consent Changes.  | 
 +| **Account** |View items on Account and Balance  | 
 +| **Layovers** | View items on Layovers and Balance | 
 + 
Last modified: 2021/05/14 15:42
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