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office:system_setup:customers [2010/07/19 17:28] maryrajah |
office:system_setup:customers [2018/12/23 12:11] (current) |
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| - | ====== 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: | ||
| + | ===== Search Options ===== | ||
| + | * 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 | ||
| + | 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 ==== | ||
| + | * 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 | ||
| - | [[guides:loyaltyprogramusage|Loyalty Program Setup and Use in CCS ]] | ||
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