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