Retail Back Office: Enterprise - Customers

Retail Back Office: Enterprise - Customers


Navigation: Sign into the Back Office. On the left-side Navigation Panel, select Enterprise then Customers.


  1. When selected, the existing Customers’ details will be shown as a table with the following columns: Image, Name, E-Mail, Phone Number, Loyalty Points, Reason, Gift Card Number, Stores, and Actions - along with options to conduct a Search, select the Columns to view, and Export the table.

  2. Above the table are buttons for Import Customer and + New Customer

Importing Customers

Tip: Excel Spreadsheet (.xls / .xlsx) format. You can use an export from another store.
  1. On the main Customers screen, click ↑ IMPORT CUSTOMERS at the upper-right.


  2. On the file explorer window that opens, navigate to where the import file is saved. Click the file then click Open - or double-click the file – to import it into the store’s customers.


  3. You are returned to the main Customers page, where the ‘Customer import is processing now.’ confirmation banner appears, and the customers will appear within a few minutes.


Create or Edit a Customer

  1. Click + New Customer to create a new customer (or click the three dots (•••) under the right-side Actions column of a customer’s row then click Edit Customer. The New/Edit Customer pane appears - broken down into 4 sections: General, Customer Store, Loyalty & Address.


    1. General

      1. Enter information in the below fields:
        1. First Name – (Mandatory) The customer’s First Name. It cannot exceed 25 characters.
        2. Last Name – (Mandatory) The customer’s Last Name. It cannot exceed 25 characters.
        3. E-Mail – (Mandatory) The customer’s Email Address. It must be a valid address.
        4. Phone Number – The customer’s contact phone number. It must be between 6 and 28 digits.
        5. Gender – Select the customer’s gender from the dropdown (Male, Female or Others).
        6. Date of Birth – Select the customer’s date of birth (calendar view).
        7. Customer ID Number – Enter the customer’s unique ID (letters and numbers accepted).
        8. Nationality – Enter the customer’s Nationality.
        9. Gate Code – Enter a code needed to enter the customer’s neighborhood (letters and numbers accepted).
        10. Anniversary – Select the customer’s anniversary (date picker).
        11. User Photo – A photo of the customer. Click the document and arrow icon to upload the photo file. To remove the image, hover over it and click the Trash Can icon.


        12. Notes - You can enter the extra details for the respective customer on it. Letters and numbers allowed with no limit on amount of characters.

    2. Customer Store

      1. The list of stores for the customers will be shown in the dropdown. Select all and remove all. Upon selecting all, the stores from the enterprise account will be selected. Upon deselecting, all the stores will be deselected. When there are more stores in the dropdown, scroll bar will be available.


    3. Loyalty Toggle

      1. If Enabled (set to YES), the customer’s amount of points (Loyalty Balance) will appear along with the Reason (based on customization on the Loyalty page). The toggle will be Disabled by default.



    4. Address

      1. Enter the Customer’s address information:
        1. Address Line 1 – Enter the Number and street name of the address.
        2. Apt, Suite, etc. – Enter any additional street address information (Unit, Apt, Suite, etc.).
        3. City – Enter the city where the address is located.
        4. State – Enter the State where the address is located.
        5. ZipCode – The Zip Code where the address is located (must be between 4 and 9 characters).
        6. Country – Select the country where the address is located from the dropdown.


  2. When ready, click Save (or Update). You're returned to the main Customers page, where the confirmation appears at the upper-right. If a new Customer was created, they will appear as a row in the table.
    1. Note: the Save/Update button won't be clickable (will be greyed out) unless all mandatory fields (marked with a red asterisk *) are filled in.

Viewing Customer Metrics

  1. Identify the Customer whose metrics you need to view. Under the Actions column click the three dots (•••), then select View Customer Metrics. The Customer Metrics page appears, which displays the following details:


  2. Top Row
    1. Name and Image
    2. Address
    3. Phone Number
    4. Email Address
    5. Enroll Date


  3. Second Row (with colorized tiles)
    1. Number Of Visits from the customer to the store.
    2. Sale Amount (in local currency) generated by the customer.
    3. Loyalty Points accrued by the customer (with equivalent value in local currency money can be shown here [customized from Loyalty page]).
    4. Number of times the customer provided Positive Feedback.
    5. Number of times the customer provided Negative Feedback.



  4. Last Month Sales Graph

    1. The X (Horizontal) axis is broken down by Month (with the past 12 Months).
    2. The Y (Vertical) axis is broken down by amount of sales (in local currency).
    3. Mouse over a month’s bar to display its exact amount of Net Sales.


  5. Avg. Daily Spent Graph

    1. The X (Horizontal) axis is broken down by Day (with the past 7 Days).
    2. The Y (Vertical) axis is broken down by amount of sales (in local currency).
    3. Mouse over a day’s bar to display its exact amount of Net Sales.


  6. Receipt Table

    1. Contains the below columns. A Time Period can be selected from the dropdown, then click Apply to view receipts from that range.

    1. Receipt No – The receipt’s assigned number [NodeNumber-ReceiptNumber format].
    2. Date Created – The Date the receipt was created [DD-MMM-YYYY format].
    3. Receipt Amount – The amount for the receipt will be shown in this column.
    4. Click on the <- (Back) button to revert to the main Customers page.


  7. Receipt Information

    1. Click on a Receipt No (receipt number) to view the breakdown of that receipt (you may have to scroll a bit down the page for the individual Receipt information to appear). The Customer Metrics Receipt Information page contains sections for Receipt Summary, Order Summary, Tax Summary and Payment Summary. Also, there is an option to Email a Receipt Copy.
      1. The customer’s Email Address will automatically populate the field, or another email address can be entered. Click Send Receipt to email a copy of the receipt to the address in the field.


      1. Receipt Summary Table

        1. Includes a breakdown of Receipt information:

        1. Receipt Number: The receipt’s assigned number [NodeNumber-ReceiptNumber format].
        2. Customer: The Name of the Customer.
        3. Date:  The date payment was completed [DD-MM-YYYY HH:MM PM/AM format].
        4. Service Type: For Retail Stores, it should always be Retail.
        5. Employee Name: The name of the Employee who handled the Receipt and processed the payment.
        6. Gratuity: The amount of gratuity added (in local currency, up to 2 decimal values).
        7. Discount: Any amount of discount taken off the receipt (in local currency, up to 2 decimal values).
        8. CC Service Charge: The amount of service charge if a Credit Card was used on the receipt.
        9. Online Order Service Charge: The amount of service charge if the receipt was via online ordering.
        10. Total: The Total amount collected for the receipt.
        11. Total Tip: The Total amount of tip collected for the receipt.
        12. Cash Discount: Any Discount applied to the receipt due to cash payment.
        13. Item Service Charge: Any service charges incurred from specific item(s) ordered.


      1. Order Summary Table

        1. Displays a breakdown of the items ordered on the Receipt:

          1. Item: The Name of the Retail Item ordered on the receipt.
          2. Price: The Price of the ordered Retail Item.
          3. Qty: (Quantity) The number of times the Item was ordered on the Receipt.
          4. Amount: The value equal to Price x Qty.
          5. Sub Total: The sum of all Amount values in the table.

      2. Tax Summary Table
        1. Displays a breakdown of the Taxes applied to the Receipt:
          1. Type: The name of the Tax applied to the Receipt.
        1. Rate %: The Percentage of the Receipt the tax applies to. 
        2. Amount: The value equal to Price of the Retail Item x Rate %.
        3. Tax Total: The sum of all Amount values in the table.


    1. Payment Summary Table

      1. Displays a breakdown of the payment(s) applied to the Receipt:

        1. Payment No: The Number assigned to the Payment applied to the receipt.
        2. Type: The Type of payment applied to the receipt (Cash, CC, etc.)
        3. CC ServiceCharge: The amount of service charge if the Payment Type was Credit Card (CC).
        4. Amount: Amount paid by the payment towards the receipt.
        5. Status: Status of the receipt success or failed should be displayed
        6. Auth Code: Auth Code of the receipt should be displayed
        7. Transaction No: Transaction of the number of the receipt should be displayed
        8. Payment Ticket: A link to the Payment Ticket in PDF format. Click the link to downlaod the file.
        9. Note: If there are multiple payments on the receipt, all of them will be displayed.



Editing Loyalty Points

  1. Click the three dots (•••) under the Actions column of a customer’s row, then select Edit Loyalty Points.


  2. The Edit Loyalty Points pane appears, which displays the fields for Loyalty Points and Reason:


  3. Enter the new amount of Loyalty Points (or use ▲/▼ to increase/decrease the value).
  4. Enter the Reason (Mandatory) for updating the amount of Loyalty Points (no character limit).

    1. If there are no changes, cancel button can be pressed, which is present at the bottom of the left corner.

  5. When satisfied with both fields, click Update at the bottom-right. You’re returned to the main Customers page and the ‘Customer Loyalty Points Updated Successfully’ banner appears.

    1. If no edit is needed, click X Close at the top-right (or Cancel at the bottom-left) of the pane.
​

Deleting a Customer

  1. Click the three dots (•••) under the Actions column of a customer’s row, then select Delete.


  2. On the Delete pop-up that appears: click Delete to confirm deleting the Customer’s record, or X Close / Cancel to keep it.


  3. You're returned to the Customers page, where the Customer is removed and the confirmation message 'Customer inactivated successfully' appears.

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