Merging Other Customers
The Merge Other Customers option enables you to merge the other customers that are not under the duplicate customer list. To merge other customers: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select Tools and select Merge Customers from the drop-down list. The Merge Customer screen is displayed. 3. Select Merge Other Customers. The Merge Customers dialogue is displayed. […]
Merging the Customers
To merge the customers: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select Tools and select Merge Customers from the drop-down list. The Merge Customer screen is displayed. 3. Select Show Duplicates to show all the duplicate customers. 4. Select Retain check box to retain the customer of your choice and select Skip check box to skip the customer […]
Loading Duplicate Customers
The Show Duplicates option enables you to load duplicate customers having same Member Code, Full Name, Initial + surname and Address. To load duplicate customers: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select Tools and select Merge Customers from the drop-down list. The Merge Customers screen is displayed. 3. Select the filters to load and view duplicate […]
Merging Customers
The Merge Customers menu lets you merge any of two customers into one. It enables you to merge duplicate customers and also undo merging of two customers. All the details of the customer will be copied to the customer being retained. The Merge Customer screen is divided into two sections: View Customers with the same: The top section displays […]
Creating Multiple Customers
The Create Multiple Customers option enables you to create multiple blank customer entries with a unique member code and a generic first name and surname. To create multiple customers: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select Tools and select Create Multiple Customers from the drop-down list. The Create Multiple Customers dialogue is displayed. 3. Enter […]
Customer Tools
The Tools menu in All Customers are additional utilities to further manage all the customers. You can perform the following functions: Create Multiple Customers: This option lets you create multiple blank customer entries with a unique code. Merge Customers: This option lets you merge any two customers. Options: This option lets you setup email options.
Viewing Transactions
The View Transaction option enables you to select the customers from All Customer screen and view the transactions for a specified date range. To view transactions: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select the customer(s) from the list and select View Transactions. The View Customer Transactions dialogue is displayed. 3. Select State Date and End Date. […]
Issuing Different Voucher for Each Level
The Different Voucher for Each Level option enables you to issue different type of vouchers to the customers based on the points accumulated. To issue different voucher for each level: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select Issue Vouchers. The Issue Vouchers dialogue is displayed. 3. Select Different Voucher for each […]
Issuing Multiples of Same Voucher
The Multiple of Same Voucher option enables you to issue the same voucher multiple times when the specified points are accumulated.. To issue multiple of same voucher: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select Issue Vouchers. The Issue Vouchers dialogue is displayed. 3. Select Multiples of same vouchers, enter Trigger amount and then select Next. […]
Issuing Vouchers
The Issue Vouchers option enables you to assign the vouchers to the customers, only if the specific amount of points is accumulated by the customer. There are two ways to issue the vouchers: Multiples of same voucher: This option enables you to assign the same voucher multiple times to the customer when the specified amount of points […]