How To: Manage Customer at the Store

Pre-requisites

1. The users' 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.
   

   The First Name and the Last Name cannot have more than 50 characters each. 
   The Mobile Number must not be more than 10 digits (excluding the Country Code)

   
   

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

   This feature is applicable for customers whose payable amount on a single bill is more than or equal to the amount decided by the Govt.
   To check the amount at / beyond which you need to record the PAN details of the customer, follow the path: Admin - Policy - Master Policy - System Settings. In the System Settings section, look for PAN No. mandatory in POS Bill from specified bill value option. If the customer has a bill of the same amount or more than the amount, then you have to add the PAN No. of the customer. 
   For Example: If PAN No. mandatory in POS Bill from specified bill value displays the limit as ₹ 50000, and you have a bill of ₹ 100000, then you need to add the PAN No. of the customer in the Customer window.

   Important: There is a Government mandate which makes it mandatory to record the PAN number of a customer if a single bill transaction of the customer is more than a certain amount.

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

The process is divided in the following steps:

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.
   
   

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.
   
   

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

The steps are as follows:

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.

   Note: You may allocate a card to the customer you are editing in 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.