Customers

<< Click to Display Table of Contents >>

Customers

Navigation:  Dotypos Cloud > Item panel > Item management >

In the item Item management » Customers you can see an overview of created customer accounts. Every cash register payment can be assigned to a customer’s account. If for individual products you set a number of points, these points will be added to the customer’s account when the product is paid. You can create customer accounts either directly in the touch cash register or using Dotypos Cloud.

In the item Item management » Discount groups you set the rules for discounting all products.

Help function Multiple select allows you to choose multiple items to be moved to another category, deleted or modified (e.g. the tax rate or other parameters).
 

uziv_tip_icon

In Dotypos Cloud it is also possible to batch imported customers from the 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?

1_icon

In the item Item management » Customers 01 click on 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 Documents 06 to show an overview of customer payments.

Use the buttons 02 to export records, button 03 to carry out batch properties adjustments and button 04 for customers to be imported.

clip0858

 

poznamka_icon

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.

clip0689

 

2_icon

After pressing the button + Add, a page with information about the customer account will open. Registration number enter into the field 01. 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 the field, 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. Discount groups can be set up in the Dotypos advanced settings in the section 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 Save 010.

clip0859

 

uziv_tip_icon

A customer discount can be assigned anytime, but only until the order is closed by clicking on Issue order on the main screen of Dotypos. After pressing the button Issue order the order is closed and ready for later being sent to the Financial Administration as the EET requires, which means the price can no longer be changed. However, as long as you keep charging products, anytime before you press Issue order you can use the reader to load the customer card, or assign the customer account manually, and the set discount will be applied to the customer’s open account.

top


 

Note:
In the list, if you click on the button Documents the overview of customer 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.

clip0690

top


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 creating or adjusting the customer card.

1_icon

Select the Discount groups 01 in the top bar, and you can add a new rule here with the button Add 02 or edit existing rules with the button Detail 03. To select a discount group use the import function, where in the file for import you can use the attribute “delete” to define the group to be deleted.

clip0691

 

2_icon

In the dialog window for creating and adjusting discount groups select both the rule name and the discount, then confirm with Save. Use the button 04 to hide the group temporarily

clip0860

top