Customer | SalesPlay Help Center

Customer - POS System

Create Customers

Go to 'POS App' → Select 'Main Menu' Icon → Select 'Create Receipt'

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Create Customers (Method 01) - Image 01

Form Information
  • Click on Customer Icon

Create Customers (Method 01) - Image 02

Form Information
  • Click on Add New Customer

Create Customers (Method 01) - Image 03

Form Information
  • Provide the Name
  • Provide the Email Address
  • Provide the Phone Number
  • Provide the Note (Optional)
  • Click on Save Button

Create Customers (Method 01) - Image 04

Form Information
  • Successfully created the customer

Create Customers (Method 02) - Image 01

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price details are displayed here
  • Click on Charge Button

Create Customers (Method 02) - Image 02

Form Information
  • Click on Customer Icon to create customers

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Add Customer to the Receipt

Go to 'POS App' → Select 'Main Menu' Icon → Select 'Create Receipt' Menu Tab

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Add Customer to the Receipt - Method 01

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price details are displayed here
  • Click on Customer Icon

Add Customer to the Receipt - Image 02

Form Information
  • Select the Customer

Add Customer to the Receipt - Image 03

Form Information
  • Click on Add To Receipt Button

Add Customer to the Receipt - Image 04

Form Information
  • Successfully added the customer

Add Customer to the Receipt - Method 02

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price details are displayed here
  • Click on Charge Button

Add Customer to the Receipt - Image 02

Form Information
  • Click on Customer Icon

Add Customer to the Receipt - Image 03

Form Information
  • lSelect the Customer

Add Customer to the Receipt - Image 04

Form Information
  • Click on Add To Receipt Button

Add Customer to the Receipt - Image 05

Form Information
  • Successfully added the customer

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Create Customer Order

Go to 'POS App' → Select 'Functions' Menu Tab 

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Create Customer Order - Image 01

Form Information
  • Select an Item
  • Selected Item Name, Quantity and Price details are displayed here
  • Click on Functions Button

Create Customer Order - Image 02

Form Information
  • Click on Create Customer Order

Create Customer Order - Image 03

Form Information
  • Click on Create Customer Order Button

Create Customer Order - Image 04

Form Information
  • Select the Customer
  • Select the Schedule Date & Time
  • Put a tick here, if you wish to have an Advance Payement
  • Click on Yes Button to confirm the order

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Make Payments & Complete Customer Order

Go to 'POS App' → Select 'Functions' Menu Tab 

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Make Payments & Complete Customer Order - Image 01

Form Information
  • Click on Function Button

Make Payments & Complete Customer Order - Image 02

Form Information
  • Click on View Pending Orders

Make Payments & Complete Customer Order - Image 03

Form Information
  • Select the Date
  • Click on Order

Make Payments & Complete Customer Order - Image 04

Form Information
  • Click on this Icon

Make Payments & Complete Customer Order - Image 05

Form Information
  • Click on Charge Button

Make Payments & Complete Customer Order - Image 06

  Total Amount is displayed here Click on Charge Button

Form Information
  • Select the Payment Method 
  • Total Amount is displayed here
  • Click on Charge Button

Make Payments & Complete Customer Order - Image 7

Form Information
  • Successfully Completed the Sale

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Create Customers

Go to 'Back Office' → Click 'More' Tab → Click 'Customers' Tab → Click 'Customer Registration' Tab

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Create Customers - Image 01

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 Loyalty Customer
    • Select the Loyalty Program (Optional)
  • Put a tick, if you recommended the customer as Membership Customer (Optional)
    • Enter the Start Date
    • Enter the End Date
    • 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)
  • Click on Save Button

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Create Customers - Bulk Upload

Go to 'Back Office' → Click 'More' Tab → Click 'Customers' Tab → Click 'Customer Registration' Tab

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Create Customers - Bulk Upload - Image 01

Form Information
  • Click on Bulk Upload Button

Create Customers - Bulk Upload - Image 02

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

Create Customers - Bulk Upload - Image 03

Form Information
  • Click on Upload Button

Create Customers - Bulk Upload - Image 04

Form Information
  • Click on Confirm & Send To Terminal Button

Create Customers - Bulk Upload - Image 05

Form Information
  • Successfully Uploaded the Customers

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Assign Membership to Customer

Go to 'Back Office' → Click 'More' Tab → Click 'Customers' Tab → Click 'Customer Registration' Tab

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Assign Membership to Customer - Image 01

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

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