This article explains the different fields on a customer record.

Account Information

Contact Information

Title

The customer's title.

First Name

The customer's first name.

Last Name

The customer's last name. This is a required field.

Postcode / Zip Code

Enter the customers’ postcode/zip code here. If you are a UK Cloud POS user, you can use the ‘Lookup’ button to find the rest of the customer's address from the postcode.

Company

You can enter the customer's company here, if applicable.

Address

The first line of the customer's address.

Address 2

The second line of the customer's address, if required.

City/Town

The customer's city/town.

County/State

The customer's county/state.

Country

Select the customer's country from the drop-down.

Email

The customer's email address.

If you have entered an email address, you will see the ‘Send Email' button.

Mobile / Cell

The customer's mobile / cell number. 

If you have entered a mobile / cell number, you will see the ‘Send SMS / Send Text’ button.

Fax

The customer's fax number.

Phone

The customer's home phone number.

Customer Rewards

Here you will see if the customer has a linked Customer Rewards account.

If there is no Rewards account for this customer, you will see ‘No Customer Rewards Account’ instead of these fields.

Customer Rewards Balance

This is the current Customer Reward Points balance as a converted currency value. This field is read-only. The balance can be manually adjusted in the Customer Rewards module, if required.

Customer Rewards Card Number

The customer's Customer Reward Card number. This field is read-only. You can assign a new Customer Rewards Card number in the Point of Sale by setting the customer and then navigating to ‘Customers’ > ‘View Customer Rewards’ in the menu.

General

Account Number

The account number is a unique reference used to identify the customer. It is automatically generated by Cloud POS when a new customer is created, but it can be amended if required. This is a required field.

Date of Birth/Birthday

The customers’ date of birth.

Gender

Select the customer's gender. The default is ‘None Set’.

Notes

Here you can enter any notes that relate to this customer. This field is for reference only.

Contact

Contact Preference

You can set a customer contact preference here, selecting from either ‘Email' or ‘SMS / Text msg’. You can also contact the customer directly from this page using the Send Text and Send Email buttons.

Tax & Price Levels

Tax Number

Here you can enter a customer’s tax number. If set, this will be printed on 40-Col receipts, Full-Size receipts, and invoices. 

Price Level

You can assign a product price level to a customer. For example, if you assign ‘Level B’ to a customer, they will automatically be charged Price Level B on any item where Price Level B has been set. You can read more about Price Levels here.

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.

Tax Exempt

Ticking this box will make the customer exempt from tax on their purchases. Whenever this customer is selected in the Point of Sale, tax will be automatically removed from the items on the transaction. 

GDPR (i.e. Global Data Protection Regulation Compliance) 

Opt in to marketing communications
(and Date of opt in)

Use this tick box to confirm that the customer has given their consent to receive marketing communications. This can also be managed in the Point of Sale.

Account Transactions

This section relates to credits and debits on the customer's account. You can read more about this functionality here.

Account Type

Select a customer account type from the drop-down. 

If you need to create a new account type, follow the instructions here.

Credit Limit

This sets the maximum allowed credit balance on the customer's account. Any attempts to exceed this limit in the Point of Sale will be blocked.

Account Opened

This states the date that the customer account (for credit/debits) was created.

Balance

This shows the current balance of the customer account.

Receivables

This table shows payments made on the customer's account and the outstanding amounts due.

Activity

This table shows all activity on the customer's account.

Orders & Workshop Jobs

This table lists the customers' orders. The table will show Open orders by default, but you can use the buttons in the top left to show Closed or show All Orders.

This table is very similar to the Customer Orders page but filtered for this customer only.

Purchase History

This table lists all the customer's previous transactions. You can view, reprint and resend receipts from this screen and generate sequential invoices (if required by your tax regulations).

Messages and Communications

This table lists any communications with this customer. This will include:

• emails sent to the customer from Cloud POS
• SMS / text messages sent to the customer from Cloud POS
• SMS / text messages received from the customer in Cloud POS
• Notes added to the customer record / a customer order by a member of staff

Delivery Addresses

This table lists the saved delivery addresses for the customer.

There is a button to ‘Add Customer’s Billing Address as a Delivery Address', which will copy the address from the ‘Account Information’ section into this table.

If you have a Citrus-Lime Ecommerce site, any delivery addresses that the customer uses online will be automatically added to this table.

Print Courier Label

Use this to print a courier label for a shipment to this customer. This is usually done from within the Point of Sale but can also be achieved here on the customer record.

Gift Vouchers / Gift Certificates

This table lists any gift vouchers / gift certificates generated for this customer record. 

You can adjust expiration dates, cancel vouchers/certificates and reprint and email voucher/certificate information from this screen.

You can read more about using this functionality here.

Serviced Items

Serviced Items

This table lists any serviced items that have been used for this customer's Workshop Jobs. Click the drop-down arrow to view the related Workshop Jobs. Click on the blue pencil icon beside a serviced item to add/edit the item name and/or its serial number.

You can manually create serviced items by clicking on New in the top left.

You can send a service reminder to the customer by clicking the ‘Send Service Reminder’ button.

You can find a How To article and video guide to the serviced items functionality here.

Scheduled Service Reminders

This table lists any service reminders that have been scheduled for this customer. You can also cancel service reminders from this table.

There is more information about the service reminders functionality here.

Merge Customer

Here you can use the Merge Customer feature to combine duplicate accounts. There's more information on how to use this feature here.