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office:system_setup:customers [2009/11/11 06:31] markphsd created |
office:system_setup:customers [2010/08/16 16:14] maryrajah |
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- | ====== Customers ====== | + | ====== Customer ====== |
- | ===== Retail Display ===== | + | The customer tab in the control panel provides options for customer search and loyalty program use in CCS. All options within the customer dialog box are explained below: |
- | Feature's are self explanatory | + | |
- | ===== Loyalty Program ===== | + | ===== Search Options ===== |
- | These options are displayed if the Pro License was purchased. | + | |
+ | |**Options**|**Description**| | ||
+ | |Default Search Option|Allows to search for a customer using a text search( using address or name), phone search or using the customer's VIP card.| | ||
+ | |Show Client Pictures in CRM|This allows to show client pictures in CRM. It can be seen in Contact >> Files.| | ||
+ | |||
+ | The customer settings within the control panel in CCS is shown below: | ||
+ | |||
+ | {{:office:system_setup:cpanel_customers.jpg|}} | ||
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+ | //Fig 1: Control Panel :Customer// | ||
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+ | ===== Loyalty Program Options ===== | ||
+ | |||
+ | ^ Loyalty Points Program ^^^ | ||
+ | |** Options **|** Description **| | ||
+ | |Save Customer Loyalty Points per Dollar Spent|Check this if you want to add a loyalty point for every dollar spent| | ||
+ | |Discount Type of Program|Choose if your type of program is cash or percentage discount program| | ||
+ | |Enter Value of Discount for Each Point|Enter discount value for each point| | ||
+ | |Cash Payment Bonus|This option allows for extra loyalty points as specified in this field if payment is made by cash| | ||
+ | |Display Points as Cash Value|Check this if you want points to display based on cash value| | ||
+ | ^ Loyalty Coupon Program ^^^ | ||
+ | |Discount Type of Program|Choose program based on cash discount by number/value of orders| | ||
+ | |Number or Value of Orders until Discount is Offered|Enter number/value of order that determines when discount is offered| | ||
+ | |Print Coupon when Number of Orders is Met|Enter number that determines to print coupons if certain number of orders are met| | ||
- | The on screen description of the features is self explanatory. If a coupon does not show after you input it for the 'Print Coupon when # of Orders is Met' Click on the Customers option on the left panel again. | ||
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