Adding User Defined Fields
The User Defined Fields tab lets you define custom fields specific to the customer, which are unavailable in the RPM. You can set fields in the form of text, date, money and yes or no fields. To add user defined fields: 1. On the User Defined Fields tab, double-click on the name of the field. The Edit User Field dialogue is […]
Adding or Editing Account Classes
The Account Class can be added or edited using two different menus: All Customers menu Select the customer and go to the Account tab. Select Add New or Add Existing. On the Account Details dialogue, select Edit. Account Management menu Select the Account Classes option from the Edit Options drop-down list. Select New or Edit. To add or edit account class: 1. On the Account Class Details dialogue, enter the account class name. […]
Assigning Account to the Customer
The Accounts tab lets you associate an account to a customer. You can set up the general details of the customer account, add a new account or add an existing account where the customer charges to a different account. These accounts can be managed from the Account Management menu. For more information, refer to Account Management. This tab displays the […]
Adding or Editing Customer Interest
The Customer Interest is an additional filter to link customers with similar interests or purchase categories. To add or edit customer interest: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Do one of the following: To add a new customer, select New Customer. To modify an existing customer, select the customer […]
Adding or Editing Family Members
To add or edit family members: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Do one of the following: To add a new customer, select New Customer. To modify an existing customer, select the customer and then select Edit. The Customer Details screen is displayed. 3. On the Details tab, select Add To Family. The Loyalty Customers dialogue is […]
Adjusting Club Points
To adjust customer’s club points: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select the customer whose club points you want to adjust and then select Edit. The Customer Details screen is displayed. 3. On the Details tab, select Edit Points. The Adjust Club Points dialogue is displayed. Enter the amount of points and the reason for […]
Assigning Membership Payment
The Membership Payment option enables you to assign payment option to the customers for the membership. To assign membership payment: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select the customer to whom you wish to assign membership payment. You can also use Search Filters to select the customer. The selected Customer Details dialogue is […]
Adding or Editing General Details
The Details tab in the Customer Details screen lets you define the general details of the Customers such as customer’s name, address, family members, club points and membership type. To add or edit the general details: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Do one of the following: To add a new customer, […]
Adding or Editing All Customers
The New Customer and Edit option lets you add, edit or delete all the Customer categories (viz. Loyalty, Account or Others). You can update information such as general details, account details and user defined fields from the Customer Details screen.
Adding or Renaming Vouchers
The Vouchers option allows you to add, edit or delete the vouchers that can be issued later to the customers based on the points earned. To add or edit vouchers: 1. In the RPM menu, click Customers and then click All Customers. The All Customers screen is displayed. 2. Select Edit Options and then select Vouchers from the drop-down list. The Edit Vouchers dialogue is displayed. 3. Select […]