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;

How to create Customer Privilege Card Type in FusionRetail6?

I want to upgrade the card type of customer when they exceed a certain points. How to do this?

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.

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

Address & Contact Info

Street Number

Enter the street number.

Street Name

Enter the street name.

Street Address 1

Street Address 2

Street Address 3

Enter the Building / Door Number and name of street where office is located. Break up the complete address in 3 lines as you like to print in the envelope, mailing labels etc.

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

e-mail

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)

Other Information

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

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

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

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:

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.