Customers

Customers

Customers Overview

Customer accounts are available to view from the store (client) level, but the control is limited. Since some customers may belong to multiple accounts, FTx POS can only provide editable access to see your current customer list in reports, manage their associations, and their information on their verification types (AVT/EAIV).

Admin/Super User can view the registered customers for the company (accounts). They can also check their association and convert their Customer as Employees which is described in the following guide.

Reaching the "Customers" Module

To reach the "Customers" module:     
  1. Log into Control Center
  2. Choose Point of Sale
  3. Choose Maintenance
  4. Choose Users/Employees
  5. Choose Customers

                                                                 Figure 0.0

Understanding the "Customers" Module Layout

Please see the image below labeled Figure 0.1 for a description of the buttons and fields that appear on the screen.                                                                              

                                                                                        Figure 0.1
From this page, you can:
  1. Add New Customer: This button allows you to add a new customer.
  2. Merge Customers: In case the customer has 2 different accounts that have been opened, this button will merge two customers into one account.
  3. Edit Customer: The Edit button allows you to make some minor changes to the customers account.
  4. Select Store: The user can select the store for which they want to lookup the customer for
  5. Approved Topics: This button highlights the list of topics that are approved/enabled for a registered customer.
  6. Convert to Employee: This button converts the selected customer to an employee.

1. Adding a New Customer

Follow the steps mentioned below to add a new customer:
  1. Click the “Add New” button highlighted in Figure 0.1 above to add a new customer.
  2. The form highlighted in Figure 1.0 will appear on your screen.

                                                                                      Figure 1.0

1.1. Details Tab:

Fields:
  1. First Name: Enter the customer's first name in this field.
  2. Last Name: Enter the last name of the customer in this field.
  3. Username: Choose a display name for the newly added customer. 
  4. Password: Enter a password here.
  5. Customer Description: Give the description of the customer supporting the customer creation. This is optional.
  6. Gender: Enter the gender of the customer
  7. Signup Referral Code: Enter the referral code if available.
  8. Customer Type: This field allows you to assign the type of customer: normal customer, non-profit customer, or employee
  9. Core Customer ID: This is the ID for customer fetched from FTX Core.
  10. Core Login ID: The login ID fetched from FTX Core is mentioned here in this field.         

1.1.1 Manage Stores:

This section displays which stores the customer is a loyalty member at, and gives you the option to ban the customer from specific locations.
             
                                                      Figure 1.1.0 
  1. Click on "Manage" button to add store location(s) in the add customer form. 

                                                Figure 1.1.1
  1. Select the location(s) from Results by checking the checkboxes displayed in front of the location.
  2. Click on the Move   icon to move the results to Selected List on the right side.
  3. To apply the selection, click on "Apply."
  4. To clear single selection, click on , click on Clear Selection.
  5. The selected stores will appear as highlighted in the Figure 1.1.2.

                                                       Figure 1.1.2
  1. Store Locked: This is a flag which if set to True, the customer will be locked for the selected store location(s) and would not turn up when the employee on the POS tries to look for the customer on the POS.
  2. Locked Description: This field requires the reason for the above-mentioned store-locked action.
  3. Banned from Store: This is a flag which if set to True, the customer will be banned from the selected store location(s)
  4. Banned Description: This field requires the reason for the above-mentioned banned from store action.

1.2. Contact Tab

Please see the image below labeled Figure 1.2.0 for a description of the buttons and fields that appear on the screen.
                                                                                                                                                                                                                                                                                                                                                                                                                                       Figure 1.2.0

Fields:
  1. Address Line 1: Provide the first line of the customer's address here in this field.
  2. Address Line 2: Fill in more information on the address field, if required.
  3. City: Mention the customer's city name.
  4. State: Fill in the state name where the customer's city lies.
  5. Zip: Give the zip code of the city where the employee resides in.
  6. Country Code: Mention the country code of the customer
  7. Phone: Fill in the phone number of the customer in this field.

2. Modifying/Editing the Customer 

Follow the steps mentioned below to edit/modify an existing customer:
  1. Click the Edit button highlighted in Figure 0.1 above to add a new customer.
  2. The form highlighted in Figure 2.0 will appear on your screen.
                                                                                                                      Figure 2.0

2.1 Details Tab
  1. First Name: This field displays the first name of the customer.
  2. Last Name: This field displays the last name of the customer.
  3. Username: The field displays the display name of the customer.
  4. Customer Description: The description of the customer supporting the customer creation. This is optional.
  5. Gender: The gender of the customer is mentioned here.
  6. License Number: The license number that is scanned or manually entered at the POS by the cashier is entered here. It is usually encrypted.
  7. License State: The state name that issued the customer's license is mentioned here.
  8. Source Campaign: This field is to define the source through which the customer. 
  9. Source Signup: This field is to define the source of the sign-up for the particular employee source (i.e., Point of Sale, Loyal-n-Save Mobile, Loyal-n-Save Web, Control Center, Imported User).
  10. JWT Token: A JSON Web Token (JWT) is a compact and self-contained way of securely transmitting information between two parties as a JSON object. It can be used for authentication, authorization, and information exchange. That information is entered here.
  11. Customer Type: While creating the customer, it defines the type of customer you wish to create. The type includes Normal Customer, LNS Employee, Non-Profits.
 
                                                                  Figure 2.1.0
  1. Normal Customer: This type has general characteristics of the customer.
  2. LNS Employee: A customer type can only be an LNS Employee when a customer has been converted into an LNS Employee. This is generally done via the "Convert to Employee" feature present on Customers home screen and explained below.
  3. Non-Profit: These customers are generally who represents non-profit organizations and while carrying out transaction under the name of such customer, tax is generally exempted.
Info
There's a special "Tax Exempt" button on POS to handle such customers.

                                              Figure 2.1.1
  1. Signup Referral Code: Here, a referral code is usually a part of the referral link, but in some cases, it can be typed manually while creating the account.
  2. Core Customer ID: This is the ID for customer fetched from FTx Core.
  3. Core Login ID: The login ID fetched from FTX Core is mentioned here in this field.   

2.2. Contact Tab

Notes
This part is explained under the Add New Customer section. 

2.3. Balances

In the Balances tab, you can see the customer's store balance, manufacturer balance, and employee incentives.
To view the employee's balances, follow the following steps:
  1. Click on the Customers tab to open his profile.
  2. Search for the employee using the filters.
  3. Click on Edit icon.
  4. On the Edit Customer page, select Balance tab.

                                                                  Figure 2.3.0
  1. Store Balances: These are the points that a customer earns whenever a store campaign/promotion is run at a particular store.
  2. Manufacturer Balances: These are the points that a customer earns whenever a manufacturer campaign/promotion is run at a particular store.
  3. Employee Incentives: This is only visible if the customer has converted into a store employee.
  1. On the screen that appears, click on "View Balance History." 

                                 Figure 2.1.0 
  1. Upon clicking "View Balance History," you will see the following: Bonus Type, Balance Before, Changed Value, Balance After, Notes, and Date (of earning tokens). 
                                                                                                                                                                                                                                                                                                                                                                   Figure 2.1.1            
Buttons:
  1. Cancel: The cancel button cancels the changes made.  
  2. View Return History: Click on this button helps you view the return history of the customer.

                                                         Figure 2.1.2
  1. Save and Close: This button will let you save the changes made and exit the current form.
  2. Save and New: This button will let you save the changes made and opens the new form.
  3. Save: This button saves the changes made. 

3. Associations

User can check the customer association (linked or chained customer) as based on store data.
Follow the steps mentioned below to view the associations (linked or chained customer) of customers:
  1. Click the “Association” button highlighted in Figure 0.1 above to view the association of customers.
  2. The form highlighted in Figure 3.0 will appear on your screen.

                                                                             Figure 3.0

1. Teams: You can choose team view as interactive or hierarchy.
2. Interactive: It will show the customer details such as name, store point, registered user, and avatar of the customer.
3. Hierarchy: It will display the levels of associated customer and their registered user.
4. Friends: It will show the linked friend name and the connection as a mutual/shared store.

4. Convert Customer to LNS Employees

  1. Click on this button highlighted in Figure 0.1 above to convert a customer to an employee.
  2. The form highlighted in Figure 4.0 will appear on your screen.

                         Figure 4.0

Fields:

  1. Select Employee Type: Select the type of employee from the dropdown list. 
  2. Enter Employee #: In this field, enter the employee's number that you wish to convert into an employee.
  3. Can Register Employees: This field works as a toggle option that will allow the customer-turned employee to register more employees.
  4. Select Employee Level For EIP: Assign the hierarchy to the employee for Enterprise Information Portal here.
    1. Level 1 – Store Employee
    2. Level 2 – Store Manager
    3. Level 3 – District Manager
    4. Level 4 – General Manager
    5. Level 5 – CEO
  5. Select Employee Manager: This option lets you select a manager from the drop-down list of managers.
  6. Employee Hired Date: Select the date when the employee was hired.
Buttons:
  1. Convert to LNS Customer: Convert button will convert the selected customer to an employee. 

                               Figure 4.0
  1. Click on "OK" to acknowledge the conversion of customer to LNS Employee.
  2. Click on "Cancel" to discard the changes made.

    • Related Articles

    • Customer Activity Report

      Customer Activity Report Overview Comprehending customers' sales behaviors, particularly their purchasing patterns and payment methods at the point of sale, can enhance the store's sales and inventory management. The deeper the understanding of ...

    • Gift Card History Report

      Gift Card History Report A gift card is a form of payment that can be used to make purchases at retail stores. You load money onto the card, which you or the gift card's recipient can then spend at accepted locations. The Gift Card History Report ...

    • Customer Addresses

      Customer Addresses Overview Customer addresses can be entered manually or collected via IDs at the POS during checkout. You can add new address details for the customer and manage the customer addresses for the existing customers. The customer ...

    • Loyalty Settings

      Loyalty Settings Overview POS -> POS Device Global Settings -> "Loyalty Settings" You can manage the settings for the loyalty transactions at the POS under Loyalty Settings. -> In this article, you will learn about settings related to loyalty ...

    • House Accounts List Report

      House Accounts List Report Overview Regular customers who repeatedly buy products from the store but need to pay the total balance at the end of the month or at a specific time interval can be added as House Accounts in Control Center. The "House ...