CCS Point of Sale
You are here: start » office » system_setup » customers
Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
office:system_setup:customers [2010/07/19 19:52] maryrajah |
office:system_setup:customers [2010/08/18 16:29] maryrajah |
||
---|---|---|---|
Line 1: | Line 1: | ||
- | ====== Customers ====== | + | ====== Customer ====== |
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: | 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: | ||
Line 6: | Line 6: | ||
|**Options**|**Description**| | |**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.| | + | |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.| | + | |Show Client Pictures in CRM|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|}} | ||
+ | |||
+ | //Fig 1: Control Panel :Customer// | ||
===== Loyalty Program Options ===== | ===== Loyalty Program Options ===== | ||
^ Loyalty Points Program ^^^ | ^ Loyalty Points Program ^^^ | ||
- | |** Option **|** Description **| | + | |** Options **|** Description **| |
|Save Customer Loyalty Points per Dollar Spent|Check this if you want to add a loyalty point for every dollar spent| | |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| | |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| | |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 by cash| | + | |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| | |Display Points as Cash Value|Check this if you want points to display based on cash value| | ||
^ Loyalty Coupon Program ^^^ | ^ Loyalty Coupon Program ^^^ | ||
|Discount Type of Program|Choose program based on cash discount by number/value of orders| | |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| | |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 a certain number of orders are met| | + | |Print Coupon when Number of Orders is Met|Enter number that determines to print coupons if certain number of orders are met| |
- | Please see [[guides:loyaltyprogramusage|Loyalty Program Setup and Use in CCS ]] for detailed information on Loyalty Program Setup. |
Trace: