Setup - Miscellaneous Setup

Customers

You can select a customer during a sale to print the customer data in the bottom of the receipt and use it as an invoice.

You can apply a special price level for each customer and also a special discount. The customer can also receive an email with the receipt.

You can also use customers for receipts that are not being paid at the moment, so you can track down the debts to be paid later.

In this screen we will add the Customers. Push the button.

Here you can enter the data for the new customer:

• Code: By default, the system generates a sequential code, which can be changed as long as it is unique.
• Taxes: Choose to apply taxes or not to this customer.
• Name: The name of the Customer.
• Customer Data: Enter the data you need from this customer: address, city...
• Discount: Select a discount to apply to this customer sales.
• Special Price Level: You can have a special price level for this customer sales.
• Customer Card: You can assign a magnetic card or RFID device to a customer to identify him in a fast way.
• Notes: Write down any extra information you need.
• Print Receipt: Activate to print a receipt or not automatically for this customer.
• Send Email: Activate to send an email with the receipt automatically to this customer.

Here you can see a sample of some customers created. In the case there are many customers created we can use the Filter option.

You can enter some characters and, after pushing the Filter button, they will appear only the customers with the same characters on their names.