Customer Form Details Tab

Action: CUSTOMER

The Details tab contains additional details concerning the selected customer, including sales history, measurements, rental order sizes and statistical information. Measurements

Measured by...The sales associate who measured this customer.

When measured...The date and time they where measured.

Measurements...Men's or women's measurements will be displayed depending on the gender chosen on the Customer Tab. These measurements can be printed on the receipt and/or inserted into special instructions. The settings are in Main->Housekeeping->General Setup->System/Store Setup->Options Tab.

Order Sizes: ProfitSystem optional module feature.

This section will display the first ten (10) rental item types defined within the system and provide a SIZE (first field) and size REFERENCE (second field) for each item type. As a new rental order is created, the system will automatically insert the customer's sizes onto the order as each style of an item type found here, is added (if sizes are present on this form). If sizes ARE NOT present in this form the WinTPOS system will attempt to locate a previous rental order for this customer. If an older order is found the system will default the sizes from that order as the new order is created. If the customer's order sizes are empty on this form or different than the sizes entered onto a new order, WinTPOS will prompt the user and if approved by the user update the size with the new size entered onto the order.

Applied to all sales on future tickets This is a customer level markdown and will automatically apply to any sale made on this customer's ticket. Customer Markdowns may be temporarily suspended from the ticket by clicking the Adjust/Cancel/Extra Charge button-> Ticket Adjustment-> Clear.

Adjust Amount...The amount of the automatic customer markdown. Enter whole dollars or percentages.

Adj code...The reason code for the adjustment. Used for report analysis.

Review the topic Using Markdowns for more information.

Other Details

Store credit...The dollar amount of store credit this customer has. Store credits are created when you cancel a sale and choose not to give the customer a refund. The money owed the customer becomes a store credit. This store credit can be used for other purchases, or refunded to the customer. You can edit this number directly if you have EDITCREDIT security.

Balance...This is the customer's total balance for all tickets. This field is maintained automatically by ProfitSystem.

Total retail purchases...This is total of all purchases by this customer. This field is maintained automatically by ProfitSystem.

YTD retail purchases...This is total YTD purchases by this customer. This field is maintained automatically by ProfitSystem. When the program is first started on January 1st, the system will prompt the user if she/he wishes to reset the YTD numbers. This field is maintained automatically by ProfitSystem.

Last retail sale...When the customer last purchased anything. This field is maintained automatically by ProfitSystem.

Customer entered on...The date/time the customer was entered into ProfitSystem®. This field is maintained automatically by ProfitSystem®.

Last retail sale... Date/Time of last retail sale transaction to the customer.

Total rental... ProfitSystem feature. Total rental sales made to customer.

YTD rental... ProfitSystem feature. Year To Date Rental revenue.

Last Rental... ProfitSystem feature. Date of last rental order created for this customer.

Last transaction...The last time this customer had any ticket transaction.

Buttons

Transfer Store Credit button...Used to transfer some or all of the store credit for this customer to another customer. You will be prompted for the customer and the amount of store credit to transfer.

ProfitSystem® will make a log entry with the details of the transfer. The transfer cannot exceed the total amount of the existing store credit.