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How To: Manage Customer at the Store
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How To: Manage Customer at the Store

Owned by Aparajita Basu Roy (Unlicensed)
Last updated: Apr 30, 2024
3 min read

The best time to convert customers to loyal ones is by collecting, organizing, and managing the customer information at the time of executing the sale or store visit and edit details of a pre-existing Customer at the store. This article describes how to manage customer details from the store. 

Pre-requisites

  1. The user's role must have access to the Allow to Add Customer app operation in Admin - Security - Role - Security Role - <User's role (Cashier, etc.)> - Access Rights - Normal POS.

  2. The First Name, Last Name, and the Mobile Number of the customer must be known.

  3. You may also need to enter the PAN card details of the customer, depending on the settings made at HO. 

  4. If Customer Loyalty Cards are being issued, the card needs to be created and allocated from the HO to the store and a RFID scanner may be installed.

Step-by-step guide

  1. Open Ginesys POS.

  2. Click on Customer menu (or press F3 key) > Add Customer.

  3. The Customer window is displayed on the screen.

  4. Fill in the details of the customer present in Identify, Contact Information, Loyalty Information, Remarks tab.

  5. The Allow Credit Sale option permits you to give out the products to the customer on credit. Select Yes beside the prompt, to enable Credit Sale. However, if you do not wish to offer credit to this particular customer, then select No.

Important

NOTE: It is necessary for you to fill the mandatory details of the customer like the First Name, the Last Name in Identity tab and the Mobile Number In Contact Information tab.

To enrol the customer through the Customer Loyalty Program area -

  1. Click on the Browse button.

  2. This opens the Card Lookup window.

  3. Select a Card Number (Card No.) from the given list of cards allocated to this store and click OK.
    Alternatively, you can also swipe the card using the RFID scanner.

  4. If the customer wants promotional messages to be sent be him, select Yes or otherwise select No based on his response.

  5. If promotional messages are preferred, then select the Preferred Communication Mode. You can either select SMS or E-mail. If the customer prefers both, then select Any.

  6. If you need to tag the customer to a bill,  then select Save & Tag or else, select Save. 

  7. Record saved successfully - message is displayed on the screen.

  8. Click on OK. 

  9. A dialog box opens asking for confirmation, if the customer needs to be tagged to a bill. If you want to tag the customer to a bill, click Yes or otherwise click on No.

Important information

Note: The same Customer master form can be opened from the POS - Back Office - Store Control - Customer.

For that, the users' role must have access to the Customer feature by enabling the Add app operation for the feature in Admin -Security - Role - Security Role - <User's role (Cashier etc)> - Access Rights - Back Office.

Pre-requisites

  1. The users' role must have access to the Edit Customer feature by enabling Allow to Modify Customer operation for the feature in Admin -Security - Role - Security Role - <User's role (Cashier etc.)> - Access Rights - Normal POS.

  2. The Customer must exist in the system.

Step-by-step guide

  1. Go to Search Customer (or press the F3 key) button > Search Customer. The Search Customer window opens.

  2. Search for the desired customer.

  3. Click on the Edit button. It opens the Customer window.

  4. Update the information as required.

  5. Once all required data is updated, click on Save button.

  6. If you want to tag the customer to the bill, then click on the Save and Tag button. 

  7. Record Saved successfully message is displayed on the screen.

  8. Click on OK.

You can Add or Edit customer from POS Back Office also. To know the process click on the given link : How To: Manage the Customer through Store Control Menu in POS Back Office



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