Create and Edit Customer
Customers can be created with very little information - just a first and last name really but of course that doesn't have a lot of benefit to you or your customer. Adding emails allows you to send receipts via email, and special promotional information. Adding addresses let you report on where you customers come. POS Customer Group provides you a way to target promotional pricing to specific groups of loyal customers such a social media friends and followers, sports league or museum members and so forth. Customer tax code let's you designate whether some customers are exempt form sales tax.
Customer Information and Addresses
- Store Operations >> Manage Customers >> New Customer
- Enter first and last name and any contact information you wish along with optional birthday and gender information.
- Set up Customer Type - allows you to attach your new customer to a specific group of customers. If you have customers that get special pricing this is especially important because promotions allow you to select those customer groups that the promotion applies to. For example if you send out special pricing to students, club members, museum donors, team coaches or any other special group of customers you want to create a Customer Type for them and assign them to it so they can automatically get their special pricing.
- Customer POS Group and Tax Class set whether the customer is taxable. Tax classes are assigned to specific sales tax rules so you can define very specifically what taxes apply to customer sin a tax class.
- Addresses - you can multiple addresses for each customer including recipient names foe shipping and billing addresses. You can designate which addresses are the default.
- Set customer scope by selecting stores. The customer will only appear in a customer search from the front register for stores that are within the customers scope. If you have more than 1 store and those stores sell the same goods and are close together you will probably select all stores. If your stores are far apart such as New York, Chicago, Atlanta and Denver you may want to limit the customer to the store they are likely to visit so individual stores don't have to look through customers they are never likely to see. And if you have stores that sell very different things such as pool supplies and baby clothes you may want to keep those customers separate so that a pool service that purchases in bulk from you won't be subject to baby stroller coupons in their email.
- Active check box (Enable/Disable) allows you to deactivate a customer - it will no longer show up in searches. You can reactivate the customer.
- Magento Sync
- Preferred Contact - this field can be set so your staff knows the customer prefers to be emailed not called!
- Preferred Receipt - the Front Register will read this setting and default whether the user will get their receipt printed, emailed or both!
Other Ways of Doing This
- Quick Add Customer is available in Front Register and Work Orders and is a simple way to add a basic customer. Not all the fields are available and those that are not on the quick add screen get filled in with default values. From Quick Add you can create the customer from and attach the new customer to the transaction you are working on.
- Customers can be imported from Magento or from a CSV file.
Settings That Affect This
System >> Admin Settings >> General Settings >> Defaults >> Customer contain the time saving defaults for entering a new customer:
- Default Tax Class
- Default Customer Type
- Default Preferred Contact
- Default Preferred Receipt
- Default Country
- Default Gender