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Other Options

Other Options

This page allows you to add further information about the customer including their time zone, credit limit and payment currency.

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This information can then be found on the customer’s profile in the main Customers Page.

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Use your finger to scroll down, revealing the information.

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Add a Customer Card Number

Tap ‘Customer Card Number’ to add a custom number, identifying each customer. (e.g. If you have card/membership numbers from a previous system, enter them here so they can continue to be used).

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Add a Permanent Discount

Tap ‘Permanent Discount’.

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Use the numeric keypad on the screen to enter how much of a discount this person will permanently have on their account.  

Tap the exchange icon to switch between currency and percentage.

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Change the Time Zone

Tap on ‘Time Zone’.

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A list will appear, enabling you to select the time zone that the customer is/will be in. This may be used to prevent marketing calls at unfavourable hours.

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Add an On-Account Credit Limit

Tap ‘On-Account Credit Limit’.

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Use the numeric keypad on the screen and enter a value the amount a customer can spend on credit alone (e.g. £250).

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Add a Transaction Limit

Tap ‘Transaction Limit’ and type in a numerical value to limit the amount a customer can spend per transaction. This will be observed in the POS page. This may be used in conjunction with a Credit Limit.

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Add a Note

Tap ‘Note’ to add any extra information about the customer.

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Select Marketing Preferences

Beneath the Marketing Via option tap to select ‘Phone’, ‘Email’ and/or ‘Post’. These options show the method the customer may be contacted for promotional material and special deals/offers.

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Add a Search Keyword

Tap the ‘New Keyword’ button and text box will appear below, here you can type in a keyword.

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You can enter as many keywords as you want, these keywords are used to find particluar customers at a later date.

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