Managing Customers

Customer accounts are created and stored in the POS system to monitor and manage customer purchasing behavior. When customers make purchases, orders are linked to your CRM, enabling you to associate them with the customers’ previous purchase records or membership plans. This streamlines the process of encouraging repeat purchases through the membership system.

Adding New Customers

To add new customers via the POS system, follow these steps:

1. Click on the hamburger icon in the upper left corner, and then select Home.
   
2. In the "Cart" section, click Add customer to enter the customer search interface.
   
3. Click New Registration in the upper right corner.
   
4. Fill in the customer information as prompted on the page and configure the “Accept Marketing SMS Subscription” and “Accept Email Subscription” options.
   • Before subscribing a customer to marketing emails or SMS, please first obtain their consent to receive marketing materials.
   • Marketing emails can only be subscribed for customers with an email address, and marketing SMS can only be subscribed for customers with a phone number. If a customer does not have the relevant information, they cannot be subscribed.
   • Note: The “Accept Marketing SMS Subscription” toggle is switched off by default. If you wish to enable the subscription, please note that sending marketing SMS will consume SMS credits. Please go to the Admin panel > “My SMS” to ensure you have sufficient SMS credits, and enable the sending scenario [Member Mobile Number Registration/Unsubscription from Store]. For more information, please refer to My SMS App.
5. Once the information is filled out, click the [Register] button at the bottom of the page to submit the customer information, and the customer will receive a notification with an initial password for the online store.
   • If both SMS and email subscriptions are enabled, the customer will receive the email first.
   • If the email or SMS cannot be successfully sent due to invalid email/phone number or other reasons, the customer can log into the online store by selecting the "Forgot Password" option.
6. If you add the customer during checkout, the order placed by the customer will automatically be associated with the current sale activity once registered.

Associating Customers with Orders

Associating customers with orders enables you to better track customer purchase records, simplifying returns and exchanges while monitoring inventory levels and sales data. This valuable information lays the groundwork for pricing, restocking, and procurement decisions.

Steps to Associate Customers with Orders

1. After adding the purchase items to the shopping cart, click Add Customer to enter the customer search interface.
   
2. Search for the customer by entering their information or scanning the membership code.
   
3. Click on the customer you want to associate.
   

The system will direct you back to the shopping cart page, and the selected member should already be assigned to the order.

Changing or Removing Customers for Orders

If, in any case, you need to change or remove a customer for an order, follow these steps:

1. Click on the customer profile assigned to the order at the top of the cart.
   
2. On the "Customer details" page, click either Remove or Change at the bottom to execute the corresponding action.
   

Viewing Customer Information

There are circumstances where you need to view customer information, such as when customers inquire about their reward points or when modifications to their information are required. Follow the steps:

1. Click on the hamburger icon located in the upper left corner to expand the left navigation bar.
   
2. Select Customer to access the customer list.
   
3. Search for the customer by entering their information or scanning the membership code.
   
4. Click on their account, and you can view their detailed information.
   
5. If needed, you can edit the customer’s information directly on this customer details page.