Customers

The Customers module of Tapa POS enables you to manage your accounts receivable and in-house charging. This section allows you to maintain a complete customer file, generate statements and perform account adjustments.

To add a New Customer

  1. Click the New Customer button

  2. By default, the Reference is populated with the next available in sequence, to overwrite this type the reference required into the reference input box

  3. Enter the Customer’s Name, Email address and Phone Number

  4. Select the Customers Group Please note, the default settings from the customer group are automatically assigned to this customer

  5. Select Next to give you can overview of the customer purses.

  6. Click Save.

To Print a Customer Statement.

  • Search for the customer by Name or Customer Reference Number.

  • Select Edit from the Action Menu. file

  • Click the Statement button from the top of the menu.

  • Choose the range of Dates

  • Select Apply.

  • The customers statement will appear, to print select the print button on the bottom of the screen.

Customer Forms

On the customer account you can view in individual customers information you can also, there account, loyalty, addresses.Security methods can also be added to a customer account.

Account History

To view a transaction in the account history, on the action column press the magnifying glass

Loyalty History

To view the Loyalty Transaction, on the action column press the magnifying glass

Loyalty Adjustment

  1. Select the Loyalty Adjustment button, located at the top of the loyalty module.

  2. In the loyalty adjustment pop-up select the type of adjustment you are making.

    • Credit adjustment - This will increase the loyalty amount
    • Debit adjustment - This will decrease the loyalty amount.

  3. Next select the amount. This is the amount of points not the value of the point, this is set in the Loyalty Settings.

  4. Enter a comment on the adjustment

  5. Once finished, select the adjust button, if you want to cancel select the close button.

Addresses

All addresses attached or used by the customer account are shown in the address column. If a customer requires a new address added you can do this on the POS or in the back office.

Adding a New Address

  1. Select the +Add Address button.

  1. Next, fill out the new address form, search for the address using the postcode. Enter the post code and select find address.

  2. Select add when finished.

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Customers | Groups |