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office:system_setup:customers [2009/11/11 06:31] markphsd created |
office:system_setup:customers [2018/12/23 12:11] (current) |
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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 | + | |
| + | ===== Search Options ===== | ||
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| + | * 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 : 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 ===== | ||
| + | ==== Loyalty Points Program ==== | ||
| + | * 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 | ||
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| + | ==== 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 | ||
| - | ===== Loyalty Program ===== | ||
| - | These options are displayed if the Pro License was purchased. | ||
| - | 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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