Customer ID View

Retail > Customers > Customers > Highlight a customer and select Edit button

What is the view used for?

  • The Customer view is used to manage a customer in the Site Manager.
Fields & buttons Description
ID The ID of the customer.
Name Split into Name prefix, First name, Middle name, Last Name and Name suffix.
Display name This is the name that the POS uses when referring to customer name. It changes according to the changes that you make to the name field.
Fields & buttons Description
Default Displays a green circle if the address is the default one.
Type

Displays the address type.
Contact Displays the name of the contact.
Phone Displays the contact's phone number.
Mobile Displays the contact's mobile number.
E-mail Displays the contact's e-mail address.
Address Displays the address.
Sales tax group Displays the customer's sales tax group.
Edit Highlight a line and select this button to edit the customer address. Opens Customer address dialog.
Add Select this button to create a new address. Opens Customer address dialog.
Delete Highlight a line and select this button to delete a customer address.
[Link] Set as default Set the selected address as default.
Fields & buttons Description
Invoice customer Select the customer that should be invoiced on this account.
Identification number Enter/edit an identification number for this customer account.
Search alias Enter/edit a search alias for this customer account.
Language code Information field about the customer’s nationality or language preference.
Receipt e-mail The e-mail address used to send the customer a receipt if that option is set in Receipt options.

Receipt option

 

How the customer will receive a receipt. The options are:

  • Print on POS
  • Send in email
  • Both

To be able to send the receipts as emails the Site Service and the POS need to configured to send emails.

Currency The default currency on the POS.
Edit Click on this button to edit or add a currency. Opens Currencies View.
VAT number The customer’s VAT number. For informational purposes only. Can be printed on the receipt
Tax exempt If selected then if the customer is selected on a sale in the POS then no tax is calculated. If the tax exempt functionality should calculate for example a 0% tax code then a default tax exempt tax group can be set on the Store management configurations.
Sales tax group

The customer’s sales tax group. If tax exempt is selected then this value is the default tax exempt tax group that is set in Store management configurations.

Settings on the Price / tax calculations (Store view) control if this tax group is used to calculate the tax the customer receives on items or it is ignored and the sales tax group on the store is always used.
Edit Click on this button to edit or add a sales tax group. Opens Customer and store sales tax group view.
Blocking
  • Customer is not blocked: Select this option if you do not want to block the customer.
  • Customer is limited to invoices: Select this option to limit the customer to invoices.
  • Customer is blocked: Select this option to block the customer.
Cash customer Select this check box if the customer is allowed to use cash.
Gender Select the customer's gender. N/A, female or male.
Date of birth Select the customer's birthday.
Fields & buttons Description
Phone The customer’s main phone number.
Mobile phone The customer’s main mobile phone number.
Email address The customer’s main e-mail address.
Fields & buttons Description
Line discount group Line discount group drop-down selection menu.
Edit Click on this button to open Customer discount groups view.
Multiline discount group Multiline discount group drop-down selection menu.
Edit Click on this button to open Customer discount groups view.
Total discount group Total discount group drop-down selection menu.
Edit Click on this button to open Customer discount groups view.
Currency The currency that the discount is in.
Type The type of discount, line discount, for example.
Customer connection How the discount is connected to the customer, either it applies to all customers, a customer group or an individual customer.
Item connection The item that the discount is on. You can select an individual item, item group or all items.
Variant If the discount has been applied to a variant of the item, it will be shown here.
Unit The unit in which the item that has the discount is sold.
From date The date from which the discount becomes valid.
To date The date to which the discount is valid.
Amount The quantity of items that need to be sold in order to apply the discount.
Discount amount The discount amount.
Discount % (1) The primary discount percentage, if there are two discount percentages, this is the first to be taken off the item.
Discount % (2) The secondary discount percentage, this percentage is taken off the total amount after the first discount percent has been taken off. For example, if the items total value is 100, %1 is 10% and %2 is 10%, the calculation would be 100 – 10% = 90, then 90 – 10% = 81, so the end total of the item, after the discount would be 81.
View item Highlighting a line that has an Item in Item Connection and then clicking on this button takes you to the retail item card where you can view and edit the item.
View customer group Highlighting a line that has a Group in Customer Connection and then clicking on this button takes you to the price/discount groups view where you can view and edit the groups that the customer belongs to.
View item group Highlighting a line that has a Group in Item Connection and then clicking on this button takes you to the Item discount group view where you can view and edit the Item discount groups.
Edit View or edit the selected line.
Add Add a trade agreement. Opens Add trade agreement dialog.
Delete Remove a trade agreement.

Displays the settings that limit discounted purchases for the customer.

Fields & buttons Description
Current period  
Group uses limit  
Max discounted purchases  
Discounted purchases  
Fields & buttons Description
Default  
Group  
Category  
Exclusive  
Limit purchases  
Purchase limit  
Purchase period  
Set as default button  
Add  
Edit  
Fields & buttons Description
Infocodes A list of all the infocodes that are linked to the customer.
Edit View or edit the selected infocode link. Opens New link dialog.
Add Add an infocode linked to the customer. Opens New link dialog.
Delete Remove the selected infocode link.
Fields & buttons Description
Price group Choose a price group from the drop-down menu.
Edit Edit or add price groups.
Currency The currency that the store uses as default.
Type The type of discount.
Customer connection How the sales price is connected to the customer, either it applies to all customers, a customer group or an individual customer.
Item connection The way in which the item is connected to the sales price. It can be connected individually, through a group or as All Items.
Variant If the sales price has been applied to a variant of the item, it will be shown here.
Unit The unit in which the item is sold.
From date The date from which the sales price for the customer becomes valid.
To date The date to which the sales price for the customer is valid.
Quantity The quantity of items that need to be sold for the sales price to apply.
Price The sales price as set specifically for the customer. This overrides the item sales price.
Price with tax The customer sales price of the item with tax included.
View item Highlighting a line that has an Item in Item Connection and then clicking on this button takes you to the retail item card where you can view and edit the item.
View customer group Highlighting a line that has a Group in Customer Connection and then clicking on this button takes you to the price/discount groups view where you can view and edit the groups that the customer belongs to.
Edit View or edit the selected line.
Add Add a Sales Price Trade Agreement.
Delete Remove a Sales Price Trade Agreement.
Fields & buttons Description
Credit limit Enter or edit the customer’s credit limit.
Balance Displays the balance available on the account.
Total sales Displays the total amount in sales.
Filter
  • Date
  • Document number
  • Types
  • Terminal
  • Store
If there are more than one line press this button to delete a search criteria.
Press this button to add search criterias

The following actions are available from a drop down menu when this button is pressed.

  • Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened.
  • Load default layout: If you have edited the search settings since you last opened the Retail items view select this option to reload the saved layout.
  • Reset: Select this option to reset the layout to be as displayed in image above.
  • Toggle button locations: Changes where the and the buttons are located, before or after the search filters.
 Search Press this button or hit enter button on keyboard to search for an item with the filters set.
Date Displays the date of the record.
Type Displays the type of transaction: Invoice, Payment, Discount.
Amount Displays the amount in the transaction.
For payment Displays the remaining amount for payment in the customer balance.
Status The status of the account balance can be closed or open. If the remaining amount is at zero, the status is closed. If it is in credit or needs a payment, it is open.
Store Displays the store ID.
Terminal Displays the terminal ID.
Document No. Displays the document number.
Description Displays the description of the transaction, if entered.
Back See previous transactions for this customer.
Next See more recent transactions for this customer.
 E-mail  
Add payment Select this button to add a payment to the customer ledger. This opens the Add payment into customer account dialog.
Fields & buttons Description
Issued The points issued on the card.
Used The points used on the card.
Expired The points expired on the card. This appears with a minus sign infront.
Points balance The current points status. The points that are currently available for use on the card.
Card number Displays the card number.
Type

Displays the type of tender issued on the card.

  • Card tender: Points can be used for payment, according to how it is set up in the scheme.
  • No tender: Points are not used for tender, but are collected and rewarded by the store.
  • Blocked: The card is blocked and cannot be used.
Scheme Displays the name of the loyalty scheme on this card. The loyalty scheme decides how long the points take to expire, the use limit of the points and the default multiplier type.
Current value  
Issued The points issued on the card.
Used The points used on the card.
Expired The points expired on the card. This appears with a minus sign in front.
Status The current points status. The points that are currently available for use on the card.
Edit Highlight a line and select this button to edit a loyalty card. This opens the Edit loyalty card dialog.
Add Select this button to select a loyalty card for the customer. This opens the Select loyalty card dialog.
Fields & buttons Description
Filter
  • Date - Search for transaction in a time period.
  • Receipt number / Begins with - Search for transaction by receipt number. You can choose to search by Begins with or Contains.
  • Store - Find all loyalty transaction for the customer created in the selected store.
  • Terminal - Find all loyalty transaction for the customer created on the selected terminal.
  • Loyalty card - Find all loyalty transaction made with the selected card number. The card list only displays cards that belong to the open customer.
  • Scheme - Find all loyalty transactions created with the selected loyalty scheme.
  • Types - Filter the transaction down to the point status, expired, issued or used.
  • Status - filter the list to transaction that are opened or closed. The loyalty transactions close when all issued points are used.
If there are more than one line press this button to delete a search criteria.
Press this button to add search criterias

The following actions are available from a drop down menu when this button is pressed.

  • Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened.
  • Load default layout: If you have edited the search settings since you last opened the Retail items view select this option to reload the saved layout.
  • Reset: Select this option to reset the layout to be as displayed in image above.
  • Toggle button locations: Changes where the and the buttons are located, before or after the search filters.
 Search Press this button or hit enter button on keyboard to search for an item with the filters set.
Type

Filter the transaction by selecting a type:

  • Issued: The card has been issued but not used by the customer.
  • Used: The card has been used and is still active.
  • Expired: The card has expired and is inactive.
Receipt number

Displays the receipt number of the transaction.
Loyalty points Displays the number of loyalty points on the card.
Remaining points Displays the number of loyalty points currently on the card.
Status

Displays the card’s status:

  • Closed: The card is inactive.
  • Open: The card is active.
Date Displays the date that the transaction took place.
Issued date Displays the date that the card was issued.
Store Displays the store that the card was used in.
Terminal Displays the terminal that the card was used on.
Card number Displays the number of the card used.
Scheme Displays the scheme set to the card used.
Expiration date Displays the card expiration date.
Employee Displays the employee involved in the transaction.
Select this button to scroll back through the loyalty transactions list.
Select this button to scroll forwards through the loyalty transactions list.

Related

View all customers - Click here to open Customers View.

Infocodes - Click here to open the Infocodes View.

Actions

Label printing - Click here to open the Label printing dialog.

See also

Last updated: 13th November 2014
Version: LS One 2014