This is a detailed guide on how you use customer tracking on the point of sale.

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 GDPR Page.

On the transaction screen you use the Cust button to bring up the add or search customer screen.

The POS can be set to have the customer search screen prompt before a transaction to remind staff to ask the customer if they wish to be customer tracked or to search the existing customer. To have this switch on please call our support team.

When adding a new customer it is important to get the right details you wish to take. It is important to train your staff on why you use the customer tracking and what information you wish to take.

For Example:

If you are collecting customer details to market to them by email. When creating the customer it is important to get there email address. You will need to consent with them that they are happy to receive marking by email.

• 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.

Once a customer has been added you do not need to add them again. You would go to search to search for them on there next visit.

To add there marketing consent after the customer has saved and is on top of the transaction screen.

• Click Name
• Click Marketing
• Select Consents
• Press Ok, you will be taken back to the transaction screen.

To add a customer card to the customers profile.

• Click Name
• Scan cards barcode in Card No
• Press Ok, you will be taken back to the transaction screen.

Customer cards make it faster to search that using the customers name. For card more information on plastic customer card click here.

To edit any details you have just saved.

• Click Name
• Edit Details or Address
• Press Ok, you will be taken back to the transaction screen.

With the transaction screen with there name on the top you can now just do your sale as normal.

• Scan Items in to transaction screen.
• Select Payment Method
• Press FINALISE.

There receipt will print. Depending on the setup there name may print on the receipt. If you wish for this feature to be on or off please contact the support desk.

When a customer is already on your customer database you would search them.

• 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

To update customers details when certain details or changed or to refresh marketing consents:

• Click Name
• Edit Details, Address and Marketing.
• Press Ok, you will be taken back to the transaction screen.

When a customer comes in to store you can view there history to see there sizing or what brands they usually buy.

Getting to know your customers is useful. You can use this information as a reminder to what they last bought, leading to a conversation about the item they last purchased. This makes the customer feel as if you remembered them.

Whilst they are browsing looking at there history may help you find what brands they last brought, you can then assist to show them new stock of a certain brand or if they are confused to what size they bought last time, you can see this in there history.

Alternatively it can be used if the customer loses there receipt, this will show on there history.

• Press Cust and Search
• Select Customer and Press Ok.
• You will be taken back to the transaction screen with there name at the top.
• Click Name
• Click History
• Press close and close again to return to the transaction screen.

On the electronic receipt screen once the sale has been finalised there is an option to track the sale. Click the button Track. This will allow you to track the sale to the customer.

If you have already gone beyond this point, you will need to track the sale using the BACK OFFICE.

Customer tracking is used with the other following features.

• Customer Loyalty
• Layovers
• Accounts
• Customer Orders
• Alterations