Back office
Customers & loyalty
Customer files, store credit, points and marketing consent.
In the app:Customers
8 guides
How to
7- The customer fileEvery customer has one file: contact details, every invoice, points, store credit and whether they want offers. Add it here or let the till create it.
- Find a customerLook a customer up by name, phone or email at the till while selling, or in the Customers list. At the till you can add a new one on the spot.
- Store creditStore credit is money the shop owes a customer, kept on their file. A manager can add or correct it, and the customer spends it at the till like any payment.
- Record whether a customer wants offersThe Marketing emails field on the customer file records whether they want offers by email: Not asked, Subscribed or Unsubscribed. Offers follow it.
- Loyalty points: earning, tiers and balancesCustomers on file earn points on every sale, on its value after discounts and without VAT. Tiers raise the rate for your best customers.
- Gift cardsSell a gift card at the till and hand over a printed slip with its code. The customer spends it later, all at once or bit by bit, until it runs out or expires.From Selling at the till
- Worth a call: who to phone this weekThree lists of customers worth phoning, built from your own sales: layaways with money owing, regulars who stopped coming, and big spenders you haven't seen.From Marketing