Managing POS Customer at Ginesys ERP

Prerequisites

1. In HO, the users' role must have access to the POS Customer feature by enabling Add app operation for the feature in Admin - Security - User - Role through POS Manager - Utilities - Setup - Configure.
   
2. The First name, Last name and the Mobile number of the customer must be known.
   

Step-by-step guide

The process is divided in the following steps:

1. Go to Web > POS Manager > Setup > POS Customer.
2. A list of customers of all POS site will open.
3. Click on Add button.
   
4. A window will open to Add Customer.
5. Fill in the details of the customer present in Identify, Contact Information, Loyalty Information, Remarks tab.
   
   1. Identify tab:
       

      1. Personal Information : In the personal information section fill the details of customer's Salutation, First Name, Middle Name, Last Name, Gender, Religion, Date of Birth, Member Since, Anniversary, Spouse Name, Profession. 
         

         Note: First Name and Last Name are mandatory fields.

      2. Statutory Information: In the Statutory Information section fill PAN Number, GST Identification Number and Date, GST State.
      3. POS Configuration: In the POS Configuration section you can allow credit sale for customer by checked Allow Credit Sale.
         
         
   2. Contact Information tab:
      
      
      1. Permanent Address: In this section fill the address details like Address, City, State, District, Country, Pin of customer.

      2. Commutation Information: In this section section fill the Email, Mobile, Phone1, Phone2. Select the Receive messages from GINESYS? and Preferred communication mode like SMS Email, Any.
         

         Note: Mobile is the mandatory field. Email should contains @ and Dot(.)

         
         

   3. Loyalty Information:
      
      
      1. Loyalty Card Information: Select Loyalty Card Number from the drop down list. The date of Issued on and Valid Up to will be auto populated according to the card. The card may have Discount Benefit or Point Benefit or Both.
         
   4. Remarks:
      
      
      1. You can Add remarks for the customer.
         
         
6. Click on Save & Close button to save the customer's details.

7. After the customer is created, it must be tagged to a POS site.

Prerequisites

1. In HO, the users' role must have access to the POS Customer feature by enabling Edit app operation for the feature in Admin - Security - User - Role through POS Manager - Utilities - Setup - Configure.
   
2. POS Customer must be exist. 

Step-by-step guide

The process is divided in the following steps:

1. Go to Web >POS Manager > Setup > POS Customer.
2. A list of customers of all POS site will open.
   
3. Double click on the POS Customer you want to modify.
4. Customer window will open.
5. Edit the required fields in all the present tabs.
6. Click on Save & Close button to save the modified fields. 

You need to distribute the POS customer to the various POS site so that the particular site can access those customers. This article describes the process of Distribute POS Customer to the available site from Ginesys HO. 

Prerequisites

1. In HO, the users' role must have access to the POS Customer feature by enabling app operation for the feature in Admin - Security - User - Role through POS Manager- Utilities - Setup - Configure.
   
2. POS Customer must be exist. 
3. Site must be created.

Step-by-step guide

The process is divided in the following steps:

1. Go to Web > POS Manager > Setup > POS Customer.
2. A list of customers of all POS site will open.
3. Go to Action > Distribute.
4. Distribute Customer window will open. 
   
5. Put in the Customer's Search Criteria like Customer Type (Mandatory Field) and Card Type or City or Customer Mobile No. etc.
6. Click on Search button to search the POS customer according to the search criteria.
7. The search result will be populated in the Customer tab. 
   
8. You will get the available sites in the Site tab.
   
9. Select the Customer(s) from the Customer tab.
10. Select the Site(s) where you want to distribute the Customer(s).

11. Click on the Distribute button to distribute the selected customer to the selected site. 

    Note: All the selected customers can be distributed to all the selected sites at a time.