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Customer Overview

Action: CUSTOMER

Each person doing business with you is considered a customer. This includes brides, grooms and any member registered within an event.

ProfitSystem® has one “built-in” customer, called Walk In. Their customer number is Walk-In, their first name is Walk and their last name is –In. You cannot delete this customer. When you ring up a quick sale (by selecting Main->Sale->Quick Sale) a sales ticket is created and added to this customer. Note that you cannot special order items or place items in layaway for the Walk-In customer, and you cannot save a ticket for the Walk-In customer that has a balance.

Each customer is assigned a Customer Card where his or her details are contained. Customer cards are created automatically when you add members to an event via the Event form. You would normally only create customers directly from the Customer form if they are not part of an event. Customer details are accessed from within the View/Change Event module on the Members tab or from the Customer module on the List tab.

The Customer form has six tabs

List tab: Used to locate the correct customer.

Customer tab – Displays the Customer card, used to enter and show personal details about a customer, including address and phone numbers, birth date, ID information, and ticket balances or credits.

Details tab – measurement dates, size details, and purchase information.

Spec Orders/Layaway tab – shows purchased items that are pending Special Orders or items that have been received into the Pickup Inventory.

Interests/History - Product interest and TO-DOs are found on this tab

Images - Any image may be attached to a customer card. This tab displays the images and allows new ones to be added.

Buttons

Print/Email/SMS button...Allows you to print a Letter, eMail, Tag, or Mailing Label for the selected customer.

This button will display a dialog with various documents to print, as well as options for email and SMS. An existing SMS or email can be selected, or an SMS can be entered from scratch. Merge codes can be used and will be replaced with the correct values. eMails sent here are automatically entered in the TO-DO history for the customer.

A worksheet can also be printed that lists the customer interests, as well as past and future appointments.

Additionally, a statement for the customer can be printed. The statement is formatted to be folded and inserted into a windowed envelope.

Delete button...Deletes the selected customer. If the customer has any tickets with outstanding balances you will not be able to delete them. You will be warned if the customer is a member of an event, but you will still be able to delete them in that case. Requires CUSTDELE security.

Add from prospect...You can create a new customer using a Prospect card, rather than entering all the details directly. Click this button and then select a prospect from the pick list displayed. ProfitSystem® will create a new customer using the details from the Prospect card. Using the Add button on the Customer form will check if the customer is a prospect automatically, so it is recommended that you use the Add button rather than the Add from Prospect.

Add button...Create a new customer using the Add Wizard.

Using Drivers Licenses

The ProfitSystem supports using drivers licenses as a means of identifying customers. By default the customer Alt ID 1 is set up to hold a drivers license number that can be used for reference. If you would like to also search by drivers license numbers, please set up ProfitSystem as follows:

  1. Add DLID=YES to the TPSWIN.INI file on each workstation, or on the NUC or RDP server.
  2. Go to Housekeeping->General Setup->System Setup->Other Settings tab. Insure that Alternate ID 1 under Customer Form Captions is set to Drivers License No.

When you add a new Customer, it will prompt for the phone, email or drivers license number to search for existing customers. Be sure to enter the drivers license number. If the customer is not found, it will automatically insert the drivers license number into the drivers license field for the new customer.

When adding an new event order via the New Event Order button the rental tab, be sure to use the drivers license number as well. It will automatically insert the drivers license number into the new customer for the order.

Diagram