Customer Management
Topics on Customer Management
How do I create customer account statements?
Creating a New Customer Account Type
Editing a customer in Back office
Cloud POS Backoffice // Understanding the Customer Card
Setting up a Customer Credit account
How can I open a Customer order from the Backoffice
Customer Order lists / reports
Customer Rewards // How do I find a Customer Rewards balance in the retail system?
Backoffice // How do I resend an eReceipt?
Cloud POS // Customer Order Stock Detail report stock status Colour Coding
Customer Orders // Order Line Status feature
Customer Communications Tool // How do I create Communication Templates?
Setting a Default Account Type
Viewing Customer details in Back office
Creating a new customer in Back office
How do I use the Customer Import Tool?
Setting store email address for communications
Finding a receipt for a customer order / previous deposit
Cloud POS Backoffice // How do I check the Order Import Log for failed orders?
Finding a previous receipt or X/Z report
Wildcard Customer & Item Search
Cloud POS // How do I use eReceipts?
Backoffice // Edit a comment or note on a customer order
Customer Communications Tool // How do I set up a Signature?