Customers

In addition, the cash register also allows the customer to be identified to create a so-called simplified invoice, i.e. to have their data, such as name and ID number, printed on the receipt.

Loyalty program

When you offer a loyalty program to your customers, they identify themselves in various ways when they make a purchase and receive the benefits you offer.

As part of the loyalty program, the customer can set up receipts to be sent by e-mail. In this case, the receipt will not be printed from the cash register printer at all.

• Scan the customer’s card with the QR or EAN code. This is possible at any time during the purchase.

• Or you can type the card/customer number directly into the row (for searching goods) at the top left.
  There is no need to confirm anything, as soon as the cash register recognizes that the number is complete, it will try to look up the customer in the database.

• If you use biometric recognition, at least one product must first be billed in the basket, and then the sensor is turned on, which reads the customer's face.

• After loading, a blue head with a green tick will appear in the top bar.

• The cash register can remind to load the customer. In the POS Settings, you can decide when the reminder should be displayed (e.g. when billing or before payment) and you can also set the text to be displayed.

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• To view information about the loaded customer, click directly on the blue head.

• You can see e.g. the customer's name, card number (or just part of it), the number of points collected and possibly what level/tier he reaches (the picture shows the VIP tier).
  If the customer is registered in another country, he will probably only collect points (depending on your reward system). Then, after loading, you will not see either benefits or coupons.

• In the Tier rewards section, you have an overview of the benefits that are available to the customer automatically. If the section is collapsed (the beak at the end of the row is pointing down), click on the row to expand it.
  There can be many benefits, so drag from bottom to top and back to scroll through the list.

• In the Coupons section, you can see which coupons the customer can use together with the loyalty program, but only if they can prove the coupon.

• Close the window with the cross at the top right.

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• To cancel a loaded customer, hold the blue head icon for a longer time. Once the head disappears, you can load another customer.

• Or click on the head icon to open the details and press the blue bin at the top right.

• The customer assignment is also canceled automatically when the basket is completely emptied.

• If he identifies himself, the customer collects points with each of his purchases.

• You will see information about the customer's point status, tier classification and benefits after identification (loading) in details, see above.
  He will see how much he has been credited with the purchase printed on the receipt.

• For the points collected, he can receive, for example, vouchers for payment, discount coupons, or be sorted into different tiers.

• Automatic discounts apply by themselves to specific products or the entire basket. Load the customer at any time during the sale, it doesn't matter what order with product billing. The new price will not take effect until you select a payment method. (Note that this customer discount will override any previously manually entered discounts.)
  A manager with sufficient permissions creates discount events directly in the Cloud Office.

• To use customer-linked coupons, you must first identify the customer before loading the coupon. The product to which the coupon applies can be billed at any time.
  You can scan the coupon as a regular product or use the search bar and enter the coupon number manually.

Customer identification

 

 

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To create the so-called simplified invoices, i.e. for the customer to have their data printed on the receipt, this data must be saved in the system in advance.

The list of customers can be created and edited also in the Cloud Office, see https://posybe.atlassian.net/wiki/spaces/EN/pages/8432451585.

In addition, customer data can be entered directly at the cash register in the Customers section. You can open it using the tile in the main window or if you open the menu in the sale window using the three lines in the top left and select the Customers row.

Customer list

• You can sort the displayed list of saved customers by clicking on the name of one of the columns.

• To search for a customer, enter at least part of his name in the Search line in the top left or use the Filter button in the top right.

• If you know that you are looking for a customer who has just been created at another cash register or in Cloud Office, click on the Refresh button to update the list.

• To create a new customer, click on the blue circle with a plus at the top right. Enter all the necessary information and click on the blue Save.

• To edit the data of a saved customer, click on the pencil icon at the end of his line.

• Deleting a customer from the list is only possible in Cloud Office.

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Assigning/removing a customer

 

• Select the customer whose data should be printed on the following receipt from the list by clicking the Select button at the end of his line.

• The system switches directly to the sale window and a blue head with a receipt appears in the top bar.
  If you make a sale now, data of the selected customer will be printed on the receipt. When the payment is complete, the head icon will automatically disappear, and you can assign another one for the next purchase.

• Clicking on the head icon would return you to the customer list.

• The selected customer now has a Remove button at the end of his line, which you can use to remove the customer and unlink him from the next purchase.

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