CUSTOMER/LOYALTY

CUSTOMER/LOYALTY

Customer/Loyalty


Customer/Loyalty - Access Customer/Loyalty

  • To access Customers/Loyalty, tap Customer/Loyalty Prg. from your main menu

Customer/Loyalty - Return to Main Menu

  • To return to your main menu, tap the back arrow next to customer/loyalty

Customer/Loyalty - Customer Operations Menu

  • Tap Customer Operations Menu to open up your customer operations

Customer/Loyalty - Customer

  • Tap Customer to open your store customer list

Customer/Loyalty - Add Customer

  • Tap Add Customer to add a new customer

Customer/Loyalty - Customer Personal Details

  • Tap Personal Details to enter customer details

Customer/Loyalty - Customer Loyalty Number

  • Tap Customer Loyalty Numbers to enter loyalty information

Customer/Loyalty - Customer Price Level

  • Tap Price Level to provide a customer with a specific price level

Customer/Loyalty - Save Customer

  • Tap Save to save new customer information


Customer/Loyalty - Customer Dashboard

  • Tap Dashboard to open customer dashboard

Customer/Loyalty - Customer Settlement

  • Tap Customer Settlement to open the customer settlement menu

Customer/Loyalty - Search Customer Account For Settlement

  • Tap Customer Name to search for a specific customer for payment

Customer/Loyalty - Customer Account Settlement Customer Filter

  • Tap Custom Filter to filter your customers for payment

Customer/Loyalty - Customer Account Settlement Reset Filter

  • Tap Reset Filters to remove customer settlement filters 

Customer/Loyalty - Customer Account Settlement Payment Detail

  • Tap Payment Details to view customer payment details

Customer/Loyalty - Customer Account Settlement Make Payment

  • Tap Make Payment to make a customer payment

Customer/Loyalty - Customer Groups

  • Tap Customer Groups to view customer groups list

Customer/Loyalty - Add Customer Group

  • Tap Add Customer Group to create a new customer group

Customer/Loyalty - Name Customer Group

  • Tap Group Name to create a customer group name

Customer/Loyalty - Select Customer To Add To Customer Group

  • Tap the customer you wish to add to the customer group

Customer/Loyalty - Add Customer To Customer Group

  • Tap Add to add the selected customers to a customer group

Customer/Loyalty - Select Customer For Group Removal

  • Tap the customer you wish to remove from a customer group

Customer/Loyalty - Remove Customer From Customer Group

  • Tap Remove to remove the selected customer from the customer group

Customer/Loyalty - Save Customer Group

  • Tap Save to save a customer group

Customer/Loyalty - Deactivate Customer

  • Tap the slider to Deactivate a customer


Customer/Loyalty - Activate Customer

  • Tap the slider to Activate a customer

Customer/Loyalty - Customer Document

  • Tap Document to open customer documents

Customer/Loyalty - Edit Customer

  • Tap Edit to edit a customer

Customer/Loyalty - Delete Customer

  • Tap Delete to delete a customer