Sales Play - Help Center

POS System
Back Office

Customer | SalesPlay Help Center

Customer - Back Office

Create Customer

Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'

Form Information

Provide Unique Reference Id here (if you have your own reference id)
Select the Customer Title
Enter the First Name here
Enter the Last Name here
Enter the Mobile number
Enter the Email Address
Put a tick, if you recommended the customer as Loyalty Customer
Select the Loyalty Program here
Put a tick, if you recommended the customer as Membership Customer
Enter the Start Date here
Enter the End Date here
Select the Discount Plan
Put a tick, if you recommended to have Billing Information
Provide the Billing Name here
Provide the Billing Address
Enter the Name of the city
Enter the Region
Enter the Postal Code
Enter the Country
Put a tick, if you wish to have QR code in the receipt
Provide a Description here (Optional)
Upload an Image of the customer (Optional)
If you wish to save the customer details, click on 'Save' button

Create Customer - Extra Options

Click 'More' Tab → Click 'Customers ' Tab → Select 'Manage Customers'

Form Information

You are allow to View the customer details here
You are allow to Edit customer details here
You are allow to Remove the customer details here

Create Customer - Bulk Upload

Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'

Form Information

Click on 'Download' button to download the CSV template
- Here you can edit the CSV file and can add customer details according to the template ( Refer the CSV Formatting Guidelines)
Click on 'Browse' button to browse the file from your device
Click on 'Upload' button to save the customer details

Assign Membership to Customer

Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'

Form Information

Provide Unique Reference Id ' here (if you have your own reference id)
Select the Customer Title'
Enter the First Name '
Enter the Last Name '
Enter the Mobile Number'
Enter the Email Address'
Put a tick, if you recommended the customer as Membership Customer'
Enter the Start Date '
Enter the End Date'
Select the Discount Plan'
Click on Save ' button

Customer - POS System

Create Customer

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information

Click on Customer Icon here ( Refer Image 01 )
Click on Add New Customer link button ( Refer Image 02 )
Provide the Name of the Customer ( Refer Image 03 )
Enter the Email Address
Provide the Phone Number here
If you wish to add a Note, you can provide here
Click on 'Save' button to save the customer

Adding Customer to the sale

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

Form Information

Click on this Customer Icon to add loyalty customers (Refer Image 01)
Select the Customer (Refer Image 02)
Click on 'Add To Receipt' button to add the customer (Refer Image 03)
Earned Points are displays here
After adding the customer, the Customer Icon is changed (Refer Image 04)

Create Customer Order

Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'Create Customer Order' Link

Form Information

Click on 'Functions' ( Refer Image 01 )
Click on 'Create Customer Order' ( Refer Image 02 )
Selected Products are listed here ( Refer Image 03 )
Cilck on 'Create Customer Order' button
Select the Due Date here ( Refer Image 04)
Select the Customer here
Put a tick here, if you wish to have an Advance Payement
Click on 'Yes' button to confirm the order

Create Customer Feedback

Select 'Main Menu' Icon → Select 'Functions' Menu Tab → Select 'Customer Feedback' Link

Form Information

Provide Customer Name here (Refer Image 04 )
Enter Contact number
Select the Feedback Type
Provide the Feedback Description here
Click on 'Save' button

Create Customer Feedback - Extra Options

Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab → Select 'Customer Feedback' Link

Form Information

You are allowed to Delete the selected feedback here