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Overview: The Customers screen is the maintenance center for all customer accounts. Here you will find all of the information attached to a customer’s account such as account settings, personal information, transaction history, promotional earnings, standing orders and notes. The Customers section is the collection of all customer cards, prepaid, frequent buyer accounts and gift cards. The Customers section is where you will set specific settings for specific customers or groups of customers and track customer activity.

Customer Topics

Customer | Info

Customer | History

Customer | Promotions

Customer | Standing Order

Customer | Notes

Customer | Adjust   

Lookup Customer   

Customer Loyalty Cards

  • Customer Loyalty Card Basics
  • Creating a Gift Card
  • Frequent buyer cards
  • Deactivating a customer card
  • Combining Gift Cards 
Customer Communications
  • Customer Communications Introduction
  • Customer Communications Instructions 

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