The Basics
Account Number
The account number is a unique reference used to identify the customer. It is automatically generated when a new customer is created. This is a required field
Title
Enter the customers' title here
First Name
Enter the customers' first name here
Last Name
Enter the customers' surname here. This is a required field
Contact Information
Address
Enter the customers’ address here
City/Town
Enter the customers’ city/town here
Postcode/Zip
Enter the customers’ postcode/zip here. If creating through the POS New Customer function, you can use the lookup function to find the customers full address by clicking the 'Use Postcode Look up' function, highlighted in blue
Country
Enter the customers’ country here
Phone
Enter the customers’ phone number here
Mobile
Enter the customer' mobile number
Enter the customers' email address here
Fax
Enter the customers' fax number here
Contact Preference
How does the customer wish to be contacted - Email or SMS (you will need to ensure that you have the corresponding contact details)
Send Email
Here you can create an email to send to the customer
Print Courier Label
Use this to print a courier label for a parcel going to this customer
General
Date of Birth
Enter the customers’ date of birth here
Gender
Select the customer gender
Tax Exempt
Ticking this box will make the customer exempt from VAT. Whenever this customer is selected in POS, VAT will be removed from the transaction
Tax Number
Here you can enter a customers’ company VAT number
Price Level
You can assign a customer with a product price level. Whenever they purchase a product they will pay the specific price level for that product. Price levels must be set within products to use this function
Discount %
Using this function will give the customer a discount of the given percentage on every purchase. Care should be taken when setting a blanket discount as the discount will be applied to all items, even those already discounted
Notes
Here you can enter any notes that relate to this customer. This field is for reference only
Customer Rewards
Customer Rewards Account
Here you will see if the customer is linked to a Rewards account
Customer Rewards Balance
This is the Customer Reward Points balance
Customer Rewards Card Number
The customers' Customer Reward Card number
Global Data Protection Regulation (G.D.P.R) Compliance
Opt In
Use this tick box to confirm that the customer gives their consent to receive marketing communications. It will also show the opt-In date
Account Transactions
Account Type
Account types are used to apply credit to a customers account. You can choose between a 30 or 60 day due date on outstanding balances
Read more about creating Credit Accounts here - Creating a Customer Account Type
Credit Limit
Defines how much credit the customer can use on their account
Account Opened
This states the date that the customer account was created
Balance
This show the current balance of the customer account
Receivables
This table shows payment and charges and adjustment to this customer’s account and the details of the transaction
Activity
Here you can see the activity on the customers' credit account
Orders & Workshop Jobs Tab
This tab allows you to search for and view any open orders for the selected customer
Purchase History Tab
This tab lists all of the selected customers’ previous transactions and reprints the receipt for any transaction
Messages and Communications Tab
This is a list of any communications made through or recorded onto the system
Delivery Addresses Tab
Here you will find and edit a list of delivery addresses for the customer
Gift Vouchers Tab
This is a list of Gift Vouchers owned by the customer
Save Record
Any changes should be saved here (located at the bottom of the Account Information Page)
