Customers
Manage customer records, groups, loyalty and store credit.
- Adding, editing, and anonymizing customers
- Reading a customer record
- Creating a customer at the register
- Managing customer groups
- Exporting the customer list
- Confirming balances migrated from a former system
- Understanding the loyalty program
- Setting up the loyalty program
- Awarding points to a customer
- Earning and redeeming points at the register
- Viewing a customer's loyalty account
- Adjusting a customer's points balance
- Understanding how points expire
- Showing loyalty on the receipt
- Understanding store credit
- Issuing and using store credit
- Store credit offline: what is allowed
- Customers' personal information and Quebec Law 25