Customer Management
Topics on Customer Management
How do I create customer account statements?
Creating a New Customer Account Type
Editing a customer in Back office
Understanding the Customer Record
Setting up a Customer Credit account
How can I open a Customer order from the Backoffice
Cloud POS Backoffice // How do I check the Order Import Log for failed orders?
Wildcard Customer & Item Search
Customer Orders // Order Line Status feature
Customer Communications Tool // How do I create Communication Templates?
How do I merge customer accounts?
How do I send a Work Order Receipt, Order Invoice, or E-Receipt to my customer via SMS?
Setting a Default Account Type
Viewing Customer details in Back office
Creating a new customer in Back office
How do I use the Customer Import Tool?
Setting store email address for communications
Customer Order lists / reports
Backoffice // How do I resend an eReceipt?
Cloud POS // Customer Order Stock Detail report stock status Colour Coding
Backoffice // Edit a comment or note on a customer order
Using the Payouts page in Cloud POS
How do I help to ensure my emails sent from Cloud POS have the best chance of being delivered?
How do I prevent customer details from printing on a 40-col receipt?
