Customers

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Customers

The item LISTS » CUSTOMERS lets you see an overview of all customer accounts that have been created. Every cash register payment can be assigned to a customer’s account. When you set a number of points for individual products, these points will be added to the customer’s account when the product is paid. You can create user accounts either directly in the touch cash register or in Dotypos.

The LISTS » DISCOUNT GROUPS sets the rules for discounting all products.

Use the function Batch selection to choose multiple items to be moved to another category, deleted or modified (e.g. the tax rate or other parameters).
 

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Dotypos Cloud also supports the batch import of user accounts from a prepared .csv file. This file has the same structure as the file you get when exporting customers from Dotypos Cloud. However, the import and export of items is only supported in Dotypos FULL.

 

How do I create a customer account?

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On the tab LISTS » CUSTOMERS 01 click the blue button +ADD 05. If you have already created any accounts, use the button 07 to edit the selected account and by using the button 08 to delete it. Click the button Revenues 06 to display an overview of the customer´s payments.

Use the buttons 02 to export the records, use the button 03 to perform bulk preference change and use the button 04 to import the customers.

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When deleting a customer, you have the option to select his/her anonymization. By activating this option the customer will be deleted from all records in the cash register and in the Cloud related to the customer’s accounts, including retrospectively. “XXX” will be entered instead of his/her name. If you delete the customer without anonymizing, the customer account will be deleted but the history will keep the customer’s name. The anonymization option is connected with the GDPR regulation.

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After clicking + Add a window will open with the customer account information. If you enter the registration number, you can click on the icon 01 and retrieve the information from ARES. In the field 02 enter the account name (customer’s name). This is the only required field. If you enter a bar code in 03 you can assign the customer to the charged items just by scanning the bar code with the reader or using EM chips. You can retrieve customers according to the 04 tags entered in this field. Use the 05 to temporarily hide the customer account without having to delete it.

In the field 06 you can see the actual customer’s points status. Or you can enter your own initial value of points. If you have set your own discount groups in the cash register, you can assign them to the customer in the pull-down menu 07. You can set discount groups in Dotypos advanced settings at Discount groups.

If you type text into 08 it will be printed on the receipt after assigning the customer to this receipt. For each customer account you can define the validity until the date specified in the field 09. However, you first have to enable this option by clicking on the small square to the left of the date. Once you have filled out all the required information, save the settings by clicking on Save010.

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A customer discount can be assigned anytime until the order is closed by clicking on Issue order on the Dotypos main screen. After clicking on Issue order, the order is closed and later it can be sent to the Financial Administration as the ERS requires, which means the price can no longer be changed. As long as you are charging products and do not press Issue order, you can just use the reader to load the customer or assign the customer account manually and the set discount will be applied to the customer’s open account.

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Note:
If you click on Sales in the list, an overview of the customer’s payments will be displayed. The payments overview can be saved in an Excel table or .csv file by clicking on the relevant green button in the right top corner.

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How do I manage discount groups?

Discount groups define the discount off all products that is then assigned to the specified customer. This discount can be assigned to the customer while it is being created or adjusted.

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Select DISCOUNT GROUPS 01 in the top bar and you can add a new rule here with the Add button 02or edit the existing rules with the Details button 03. You can delete the discount group in the import, where in the import file you can set the attribute delete to delete the whole group.

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In the dialog for creating and editing a discount group, 04 select the name of the rule and the amount of the discount and confirm with the Save button 05.

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