CCS Point of Sale

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office:system_setup:customers [2010/07/17 00:21]
maryrajah
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+
  
-===== Loyalty Program ===== +===== Search Options ===== 
-These options are displayed ​if the Pro License was purchased.+ 
 +  * 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|}} 
 + 
 +//Fig 1: Control Panel :​Customer//​ 
 + 
 +===== 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 
 + 
 +==== 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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^From the Ground Up!| |[[Getting Started:]]| |[[Installation Guide:]]| |[[Pre Installation:]]| |[[Install CCS:]]| |[[Install New Database:]]| ^Guides| |[[Guides:]]| |[[FAQ:]]| |[[Trouble Shooting:]]| ^Credit Card Setup| |[[Data Cap Epay:]]| ^CCS Administration| |[[ Office:Office - General Management]]| ^CCS Terminal| |[[Office:Terminal]]| ^Hand Held Setup| |[[Hand Held:|Tablet]]| ^Kitchen Display| |[[KDS Software Setup:]]|