Managing POS Customer at Ginesys ERP
Sometimes HO may need to add some POS customers for business purpose. This article describes how to add Customer for POS Site at HO.
Important change Version 12.19.0 onward
Ginesys ERP has introduced a new feature designed to make the POS Customer Master more customizable and user-friendly. This enhancement empowers retail managers to tailor the POS interface according to their specific operational needs, offering greater flexibility and control.
Key Features of the Enhancement
Retail managers now have the ability to configure important aspects of the POS Customer Master, giving them more control over how customer data is collected and displayed. The update allows users to adjust the following:
- Visibility: Users can decide which fields are visible in the POS Customer Master.
- Mandatory Marking: Control which fields are mandatory based on business requirements. Only two fields are system-mandatory by default: ISD CODE and Mobile.
- Field Sequence: Users can customize the order of fields, optimizing the customer interface for their specific workflow.
This update is aimed at providing a more adaptable and user-focused experience, making day-to-day customer interactions at the POS smoother and more efficient.
New Customization Capabilities
With the addition of a new App Operation called ‘Settings’, Ginesys Head Office (HO) users can now directly customize the POS Customer Master UI:
Path to Access:
Ginesys HO → POS Management → Setup → POS Customer → Action Button
This new feature affects POS Bill, Delivery Slip, and Collection Centre functions in both Add and Edit customer modes within the Ginesys POS system.
Updates to Mandatory Fields and Configuration
To make the POS interface more streamlined, Ginesys has reduced the number of mandatory fields:
- Only ISDCODE and Mobile are now system-mandatory.
- All other fields are customizable, allowing retail managers to decide which fields should be mandatory based on their preferences.
Additionally, the EMR (IS MEMBERSHIP ENABLED) configuration has been simplified. The visibility of the Customer Loyalty field will now depend on the new settings introduced with this update. Retailers can choose whether to display this field or not, making it easier to manage loyalty programs.
Handling the Migration to the New System
To ensure a smooth transition to this new feature, the Settings app operation will not be automatically granted to existing users due to the sensitivity of these configurations. Retail administrators will need to manually assign access to this new feature to specific users.
Initially, all fields in the new settings will be marked as visible to maintain consistency with the existing UI. However, administrators can adjust these settings as needed.
Customer Loyalty Field Visibility Matrix:
- Ginesys Loyalty Partner: Visible
- EMR with Membership: Visible
- EMR without Membership: Not Visible
Impact on Retail Operations
This enhancement impacts Ginesys POS users, particularly in terms of POS Bill, Delivery Slip, and Collection Centre functionalities. Retail managers now have more flexibility in how customer data is collected and displayed, allowing for a more tailored and efficient customer interaction at the POS.
Importantly, there will be no changes to the Zwing Customer Master, as this update only affects Ginesys POS users.
With these updates, retail managers can enjoy a more personalized POS experience, improving the overall efficiency of customer management processes.
To go back to the main page click on the link: How To: Manage Setup in Ginesys Retail