How to add a customer in the management console

Add customer to Poster to make him a discount or charge bonuses.   


To add a customer in the management console:

  1. Go to Marketing → Customers in the management console.

  2. Press Add customer.

  3. Enter last and first name, specify sex and birthday.

  4. Choose group with discount-based or points-based program.

  5. In Card number field, enter barcode of customer discount card.

  6. If you’ve chosen points-based group of customers:

— in Personal bonus field enter percent of purchases which will be added as bonuses to customer’s bonus account.

— in Bonus account field enter starting amount of bonuses.

      7. Enter phone number, email, address and add comment.

      8. Press Add.


💡 Add new customers on your POS. To do this in open receipt press % to get in the customers list and press +, fill the customer card and press Done.


💡 Add universal client named “5%” to make a 5% discount for all of your customers.

Also you could control your customer’s purchases statistics.     

 


Read more:

How to create points-based program

How to create discount-based program

How to add customer on POS

How to make a discount on POS

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