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.

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.