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Customer Master

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Fields in the Customer Master:

Fields in the Customer Master are as follows:

Customer

Salutation

Enter the salutation. In case of firm, enter M/s In case of individuals, enter Mr / Ms / Dr, etc, as the case may be.

First name

In case of individuals, enter the First Name.  in case of firm, leave it blank.

Last name

In case of individuals, enter the Surname.  in case of firm, leave it blank.

Company Name

In case the customer is a Firm or a Company (not an individual), enter the Firm Name.  in case of individual, leave it blank.

Card Number

Enter the Credit Card Number (issued by the Retailer) to the customer. Card Number length must be between 6 - 20 digits.

Note : If you do not enter a code here , FusionRetail 6 will generate a 5 Digit alphanumeric serial for you.

Customer Type

Select the Customer Type. Press Ctrl+N to create a new Customer Type record.

Card Type Name

Select the Card Type. Press Ctrl+N to create a new Card Type record.

For more detail please visit:

Allow Credit Sale

Set Yes to Allow Credit Sale. The customer name will appear in the selection list in Credit Sale entry screen.

Set No to disable credit sale entry for the customer. The customer name will not appear in the selection list in Credit Sale entry screen.

Account

Select the Customer Ledger Account Name. Press Ctrl+N to create a new ledger Account.

Other Information

Press Yes to enter any important info you would like to store else select No.

Other Information

Billing Address

Main= Select to print address details directly from the Customer Master.

Alternate= Select to print address details from Other Information of the Customer Master.

Circular Address

Main= Select to print circular address details directly from the Customer Master.

Alternate= Select to print circular address details from Other Information of the Customer Master.

Delivery Type

Email= Select to send bill electronically via Email.

Print= Select to print bill detail then deliver physically

Email + Print= Select for both send bill physically (print) and electronically (email).

Send Email

Allow / block auto email.

Send SMS

Allow / block auto sms.

Remarks

Enter remark for the customer if any.

Address & Contact Info (Alternate)

Street / House /  Flat Number

Enter the Street / House /  Flat number.

Street Name

Press ALT+L to select Street Name from the list.  If there is no Street Name in the list then press ‘Ctrl + N’ to create the new.

Street Address 1 / Landmark

Enter the Street Address or Landmark. Break up the complete address in 3 lines as you like to print in the envelope, mailing labels etc.

Street Address 2 / Cross Road

Enter the Street Address or Cross Road information.

Street Address 3 / Other Instructions

Enter the Street Address or Other Information.

Locality

Press ALT+L to select Locality from the list.  If there is no Locality in the list then press ‘Ctrl + N’ to create the new.

Related Location

Press ALT+L to select Related Location from the list.  If there is no Related Location in the list then press ‘Ctrl + N’ to create the new.

City

State

Country

Press ALT+L to select the City from the list. Press Ctrl+N to create a new City (and the corresponding State and Country). The name of the State & Country is displayed.

Postal Code

Enter the PIN (or ZIP) code of the Customer.

Phone

Enter the Phone Numbers of the Customer.

Mobile

Enter the Mobile Phone Numbers of the Customer. Will not check duplicate like Account Ledger.

Fax

Enter the Fax Numbers of the Customer.

Email

Enter the e-mail address  of the Customer. Will not check duplicate like Account Ledger.

Website

Enter the website name  of the Customer.

Type

Opening Point

Enter the Opening Point. Since Opening Point is independent of location, it is entered through the customer entry screen unlike Opening Stock & Opening Account Balance, which are input from a separate Opening Balance entry Screen. It may be fractional number (like 102.375).

Card Issue Date

Date of Issue of the Card to the Customer.

Card Expiry Date

Date of Issue Expiry of the Card. It must not be earlier than Card Issue Date.

Link ID

Select the Customer who has introduced him to the store to establish a relationship / link between referring & referred customers.

Default Price List

Select the Price List applicable to the customer. Press Ctrl+N to create a new price list.

Team

Press ALT + L to select one or more Team Master(s) from the list.

Address & Contact Info

Street / House /  Flat Number

Enter the Street / House /  Flat number.

Street Name

Enter the street name.

Street Address 1 / Landmark

Enter the Street Address or Landmark. Break up the complete address in 3 lines as you like to print in the envelope, mailing labels etc.

Street Address 2 / Cross Road

Enter the Street Address or Cross Road information.

Street Address 3 / Other Instructions

Enter the Street Address or Other Information.

Locality

Press ALT+L to select Locality from the list.  If there is no Locality in the list then press ‘Ctrl + N’ to create the new.

Related Location

Press ALT+L to select Related Location from the list.  If there is no Related Location in the list then press ‘Ctrl + N’ to create the new.

City

State

Country

Select the City from the list. Press Ctrl+N to add a new City Name (and the corresponding State). The name of the State & Country is displayed.

Postal Code

Enter the PIN (or ZIP) code of the Customer.

Phone

Enter the Phone Numbers of the Customer.

Mobile

Enter the Mobile Phone Numbers of the Customer.

 

Note:

Duplicate mobile number cannot be entered. Even if tried to enter duplicate number then the software will restrict from entering the number and will show a message saying “Mobile Number” already exists with “Customer Name”.

Fax

Enter the Fax Numbers of the Customer.

Email

Enter the e-mail address  of the Customer.

 

Note:

Duplicate email number cannot be entered. Even if tried to enter duplicate email then the software will restrict from entering the email and will show a message saying “Email-ID” already exists with “Customer Name”.

Website

Enter the website name  of the Customer.

Personal info

Enter the following Info for Individuals only. For others, these info will be left blank.

Birth Date

Enter the Birth date of the customer.

Spouse Name

Enter the Name of the Spouse.

Anniversary Date

Enter the date of Marriage.

PoS Remarks

Enter special notes  for the customer (this Note appears in PoS entry related to the customer).

Picture 1

Picture 2

You may Link upto two 1st picture of the Customer (in any standard image formats, viz., gif, jpg, bmp etc.).

Customer Type:

To enhance customer relationship through special gifts, reward points and other incentives, customers may be classified into suitable categories. In case of old establishments, this may be done on the basis of their past performances. If past data are not available, the classification may be done by management on some criterion.

You get his screen when you press Ctrl+N at Customer Type field at Customer Master entry screen.

Customer Type

Enter the Customer Type (e.g Exclusive, Premium, Regular etc), as per organizations  classification criterion.

Card Type:

Established retailers provide smart cards to its valuable customers to link all transactions made by them. Which can be read through card readers?

You get his screen when you press Ctrl+N at Card Type field at Customer Master entry screen.

Card Type

Card Type Name

Enter the Card Type (e.g. None, Silver, Gold, Titanium, Platinum, etc).

On Sale Value

Enter the block of sale value for which reward point is given (e.g.100).

Points Awarded

Enter the reward points to be given for a block of sale value (e.g.2).

Round Off Points

Set No to carry the computed value in fraction without any rounding off

To round off points awarded for each Sales Bill, set any of the following rounding methods:

Higher: To round off to higher value (e.g 125.75 becomes 126 on rounding off to 1). The rounded off figure may be equal or higher than the original figure.
Lower: To round off to value (e.g 125.75 becomes 125 on rounding off to 1). The rounded off figure may be equal or lower than the original figure.
Standard: To round off to lower or higher value, whichever is nearer (e.g 125.50 becomes 126, but 125.49 becomes 125 on rounding off to 1).

Rounding Limit

If you set any rounding off option (other than NO), enter the Rounding limit (e.g.1). The amount is rounded to nearest rounding limit (Rs. 123.45 would be rounded to 123; Rs. 123.55 would be rounded to 124.

Extra Points on B’day & A’Day

Enter the extra points awarded (over the normal points) on purchases made on B’Day or A’Day.

Calculate extra point on

Set ‘calculate extra point on = Fixed if you want to add fix point else set it ‘On sale value’.

 

If you set ‘calculate extra point on = Fixed’, it will calculate the following manner:

Point acquired = 100

Extra Point on B’day and A’ Day = 5

Final point = 105

 

If you set ‘calculate extra point on = On sale value’, it will calculate the following manner:

Point acquired = 100

On Sale value = 1000

Extra Point on B’day and A’ Day = 5

 

Now if the customer buys a product of sale value 1000 or above then only he will receive point according to ‘Extra Point on B’day and A’day’ calculation. For example, if he buys a product of sale value 2000, then the Final Point will be = 110.

 

For more detail please visit:

I want to provide extra points to some of my specific customers on their birthday or anniversary date; how to accomplish this?

Margin +/- Days for B'Day & A'Day

Enter days before/after which extra point will be awarded for Birthday and Anniversary. E.g. If you set ZERO then points will be awarded on the same date of Birthday and Anniversary.

Award Point to Link Customer

Points awarded to the introducing customer (referee) for a block of purchase (e.g .25 reward point to the referee, on sale of Rs 100 (block size of sale) on sale to the current customer).

Points to Convert

Set points to be converted to the currency.

Equivalent Currency

Set currency for the converted points. E.g. if you set Points to Convert=2 and Equivalent Currency=5, then for redemption of each 2 points the customer will get cash benefit of Rs.5.

Discount %

Set % of discount available with the card.

Restricted Sub Groups

Press Enter then press ALT+L to select the sub-groups to be restricted to sell to the certain Members / Card Holders as shown in the picture below:

For instance:

Suppose you have so many junior members holding card type "Junior Member", whom you does not want to sale any kind of liquors.

For the above scenario you can choose all of the sub groups of liquor items in the “Restricted Sub Groups” as explained above. Now if a junior member asks for liquors then the system will restrict to sell those products / services automatically and show a message as below:

Enter Subscription

Press Enter key to set the periodic membership fee along with the subscription ledger account and tax ledger account, with an option to charge subscription either at the beginning or at the end of the period.

You can also define a fixed subscription amount or a fluctuating subscription that will be charged after deducting the sale made by the corresponding member during the subscription period.

Ledger

Set the ledger for periodical membership charges e.g. Membership Charges A/c.

Periodicity

Set subscription period Monthly / Quarterly / Half Yearly / Yearly.

Monthly= If the subscription is to be charged after every month.
Quarterly= If the subscription is to be charged after every quarter(every three months after).
Half Yearly= If the subscription is to be charged after every half year(every six months after).
Yearly= If the subscription is to be charged after every year(every twelve months after).

 

Note:

If the Financial Year Starts From 1st April then;
oSubscription Period for Monthly will start from April (current year) and continue up to March (next year).
oSubscription Period for Quarterly will be Apr-May-Jun, July-Aug-Sep, Oct-Nov-Dec and Jan-Feb-Mar.
oSubscription Period for Half Yearly will be "April to September" and "October to March".
oSubscription Period for Yearly will be “1st April to 31st March”.
Auto posting of the subscription voucher will be done periodically in a predefined manner.
No bifurcation will be allowed in the Periodicity and Subscription amount defined here. For the members who are joining mid or end of the subscription period, you can pass subscription voucher manually for the discounted subscription amount.

Rate

Set the subscription amount to be charged for each subscription period as selected above.

Tax

Set tax ledger e.g. Service Tax @10.3%.

Cover Chgs

Set No if subscription charge is fixed, set Yes if subscription charge is fluctuating after considering the total sale made by the corresponding member during the subscription period.

 

Yes:

1.If the total Sale(Sale – Sale Return) made by the member less than Rate above then subscription will be charged after deducting the sale amount.
2.If the total Sale(Sale – Sale Return) made by the member greater than or equal to Rate above then nothing will be charged as subscription.

 

For instance:

If Rate= 1000, Cover Chgs= Yes, Periodicity= Monthly and total sale made by the member during the subscription period Rs.500/- then balance (1000 - 500)= Rs.500/- will be charged as subscription.
If Rate= 1000, Cover Charges=Yes, Periodicity= Monthly and total sale made by the member during the subscription period Rs.00.00/- then balance (1000 - 00.00)= Rs.1000/- will be charged as subscription.
If Rate= 1000, Cover Charges=Yes, Periodicity= Monthly and total sale made by the member during the subscription period Rs.2000.00 or Rs.1000.00 or Rs.1001.00, then nothing will be charged as subscription.

 

No:

 

For instance:

If Rate= 1000, Cover Charges= No, Periodicity= Monthly and total sale made by the member during the subscription period Rs.500.00 or Rs.00.00 or Rs.1000.00 or Rs.1001.00 or Rs.2000.00, then Rs.1000/- will be charged as subscription everytime irrespective of whatever sale made by the corresponding member.

 

Note:

Total sale amount for the subscription period will be calculated after deducting sale return.
In case dependent member(s) added to a main member account then it will consider sale value of the respective member only irrespective of sale value of main or dependent member(s).
The system will check for sale made by the member during the current subscription period as on the date and time of the subscription voucher.

 

For instance:

If Posting= End, Cover Chgs=Yes, Current Period=Quarterly (Mar-April-May) and I am passing auto voucher entry for memebership charges on dated 20th May then it will check for sale from 1st March to 20th May for the corresponding memeber.

Posting

Set Beginning if the subscription voucher is to be posted at the beginning of the period, set End if the subscription voucher is to be posted at ending of the period.

 

Beginning:

Monthly=  Posting can be done on any day but between 1st to 15th day of the corresponding subscription month.
Quarterly= Posting can be done on any day but only on first month of the corresponding subscription quarter.
Half Yearly= Posting can be done on any day but only on first month of the corresponding subscription half year.
Yearly= Posting can be done on any day but only on first month of the corresponding subscription year.

 

End:

Monthly=  Posting can be done on any day but between 16th to Last day of the corresponding subscription month.
Quarterly= Posting can be done on any day but only on last month of the corresponding subscription quarter.
Half Yearly= Posting can be done on any day but only on last month of the corresponding subscription half year.
Yearly= Posting can be done on any day but only on last month of the corresponding subscription year.

Point Multiplier

It will encourage the customers to visit the stores on specific days of week when the sales are low. Giving out double or (Point * X) points will help bringing in more customers and increase in sale.

Multiply Points by

Enter point multiplier like 1.5 / 2.00 / 3.00 etc. Point Multiplier range will be 0 to 10.

For instance:

If the total points earned by the customer is 100 points and  "Multiply Points by" is set to 1.5 then total (100 * 1.5) =150 point will be awarded to the customer.

Applicable Week Days

Select weekdays here. It will work only on selected weekdays.

From Time

Enter start time of point multiplier e.g. 10.00.

To Time

Enter end time of the point multiplier e.g. 20.00.

For instance:

If "From Time" is set to 10.00 and "To Time" is set to 20.00, then Point Multiplier will only be applicable if the sales made between 10 A.M. to 8 P.M.

Buttons in the Customer Master:

Buttons in the Customer Master are as follows:

-O Option

Press ALT + O to set the option as follows:

Customer Information Option

Card Status Validation

Set Card Expiry Date / If Due > Credit Limit / If Due > Zero

Method of Input

Set Keyboard / List / Num Pad / Smart Card Device

Track In or Out

Set Yes / No

Privacy Setting

Show Other Information

Set Yes / No

Show CRM Point details

Set Yes / No

CRM Option

Point Range for Card Type

Auto upgrade of card type(s) based on points earned by the customer.

-U U Card Type

Auto upgrade of card type(s) based on points earned by the customer.