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. Click Add.

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

4. Choose group with discount-based or cash-back rewards program.

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

6. If you’ve chosen cash-back rewards 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. Click 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 cash-back rewards program

— How to create discount-based program

— How to add customer on POS

— How to make a discount on POS