Group - This is a drop down field to access any customer groups available in your store. These groups allow you to create automatic discounting when a customer purchases from a defined group of products. These customer groups are added in the Retail Operations Member Discounts, located under the Loyalty Programs.
Affiliation - Affiliations are created in the Retail Operations Customer Form View, specifically in the drop down field for Affiliations. This field is meant to group people together in a smaller format than your Customer Groups. Use the drop down field on the profile to associate the customer to the Affiliation.
Email - Type in the customer's email address to include the .com, .net or .org extension. The email address is critical to type in correctly as it is used to send service and marketing emails.
D/L # - Use this field to store the customer's driver's license number.
DOB - A preformatted field to enter in the customer's birth month (00), birth date (00) and birth year (0000).
Customer Photo - Customer images are assigned in the Retail Operations using the Image Store and the camera icon in the customer Form View. Click the link to access the help file on Using Customer Images.
$ Spent - This value is calculated over time and shown here as a quick look at how much your customer has spent in your store.
# Visits - This value is calculated over time and shown here a a quick look at how many times your customer has made a transaction through the system.
Expiration - You have the ability to sell Club Memberships and track the date they were signed up against the length of the membership to tell you when it is going to expire. This value is calculated by the system.
Tax Exempt - Use the check box to set the customer as Tax Exempt and the field next to it to put in the customers tax exempt number.
Mobile Phone # - A preformmatted field to enter in the customer's cell phone.
If you have edited any of the customer's information, click the Save button in the touch keyboard to save the record to your customer database. This will return you to the sale with the customer at the top of the receipt. At this point, you can ring products on the sale and tender, look up another customer record to edit, or clear the customer from the sale. To remove a customer, if the ticket is blank and the customer is not making a purchase, either go into Tasks and use the Clear Customer button to stay in the sales mode, but remove the customer from the sale, or back in the main sales screen, click the EncomPos logo at the top of the receipt and the customer will be removed and you will be logged out of the sales mode.
