Sometimes HO may need to add some POS customers for business purpose. This article describes how to add customer for POS site at HO.

Pre-requisites

1. In HO, the users' role must have access to the POS Customer feature by enabling Add / Modify app operation for the feature in Admin - Security - User - Role through Retail Management - 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 > Retail Management > 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.

Related articles

• Page:
  Managing POS Customer at Ginesys ERP