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office:system_setup:customers [2010/07/19 20:01] maryrajah |
office:system_setup:customers [2018/12/23 12:11] |
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- | ====== Customers ====== | ||
- | 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: | ||
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- | ===== Search Options ===== | ||
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- | |**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.| | ||
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- | The customer settings within the control panel in CCS is shown below: | ||
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- | {{:office:system_setup:cpanel_customers.jpg|}} | ||
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- | //Fig 1: Control Panel :Customer// | ||
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- | ===== Loyalty Program Options ===== | ||
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- | ^ Loyalty Points Program ^^^ | ||
- | |** Option **|** 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 a certain number of orders are met| | ||
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- | **Loyalty Program Setup and Use Guide**:[[guides:loyaltyprogramusage|Loyalty Program Setup and Use]] |
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