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pos:cust [2019/03/08 17:49] – [Adding a New Customer] melpos:cust [2020/06/05 11:16] (current) – mel
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   * The customer is now saved.    * The customer is now saved. 
   * You will be taken back to the transaction screen with there name at the top.    * 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. 
  
 === Adding Marketing Consent === === Adding Marketing Consent ===
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   * Press Ok, you will be taken back to the transaction screen.   * Press Ok, you will be taken back to the transaction screen.
      
-=== To Add Customer Card ===+=== Add Customer Card ===
 To add a customer card to the customers profile. To add a customer card to the customers profile.
  
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 Customer cards make it faster to search that using the customers name.  For card more information on [[info:giftcards#customer_tracking_loyalty_card| plastic customer card click here.]]  Customer cards make it faster to search that using the customers name.  For card more information on [[info:giftcards#customer_tracking_loyalty_card| plastic customer card click here.]] 
 +
 +=== Amend Customer Details ===
 +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.
 +  
 +=== Tracking Sale ===
 +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. 
 +
 +==== Existing Customer Search ====
 +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
 +
 +=== Update Details ===
 +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.
 +
 +===== Viewing History =====
 +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. 
 +
 +===== Additional Information =====
 +
 +==== Forgot to Track a Sale ====
 +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.
 +
 +
 +==== Other Features ====
 +Customer tracking is used with the other following features.
 +
 +  * [[pos:custloyalty | Customer Loyalty]]
 +  * Layovers 
 +  * Accounts 
 +  * Customer Orders 
 +  * Alterations 
  
Last modified: 2019/03/08 17:49
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