Customer master in Retail POS
Customer master is the master screen where the customer is created and maintained for transactions. Customer master is one of the base master for CRM. Customer master will store all customer details and it will help to increase the sales by statics.
Business Rules
- There is menu named customer master under sales module, Open that customer master.
- User can create the new customer here with required details.
- The input details like customer code, customer name, Mobile number and GST registration type, location type and state are mandate details to update.
- Other details are optional to maintain based on customer.
- User should update GST number of every GST registered customer for better GST filing reports.
- Based on GST registration type, there is three types of customer
- GST registered – Customers who have GST numbers.
- Un-registered – Regular retail customers.
- Also User can restrict promotions, price level and loyalty for any specific customer in POS.
- To create a Credit customer, user should select yes to in put is credit allowed?. Also user can give credit limit by amount and days. User can restrict the billing of customer is credit limit is exceeded.
- Created customer will not delete from master, It will deactivated by updating the status inactive in status.
- Created customer can be viewed by using the view function key
- Customer can managed by both outlet specific and also by centralised.
- When specific outlet is selected, then the created customer won’t displayed in other outlets.
- The customer which are created in outlet wise will be synced as centralised when needed.
Update customer
When the saved details of customer is wrong or need to update more details, user can use the edit customer function key to modify the customer details.
Business rules
- We can edit the created customers
- Updated customer details will be loaded in POS screen and other customer data screen.
- We also have bulk update template where user can update the customer edit in bulk.
Customer bulk update
Users can update specific information in bulk by using the customer bulk update, which is useful for businesses with a large number of customers because it can be challenging to edit and update each customer individually.
Business rules
- Only specific information can be updated in bulk
- In customer master, press function key named “bulk update” the all customers will be displayed in excel format.
- Edit and update the required data in required columns and click update.
- This feature will reduce human effort and work time.
Customer master in retail POS basic data needed
| Input data | List of value | Descriptions |
| Customer code | Auto created | |
| Customer | Enter Customer name | |
| Address line 1 | Enter Door No / Flat No | |
| Address line 2 | Enter Street name | |
| Address line 3 | Enter Address | |
| Zip | Enter Pincode | |
| State | State list | Select specific data |
| GST type | Registered | GST bill customer |
| Unregistered | Regular retail customers | |
| GSTin | Enter Value Except Unregister | |
| Is credit Allowed | Yes | Allow credit Sale. |
| No | Don’t allow credit sale | |
| Credit Limit | Enter Credit Limit | |
| Credit Days | Enter Credit Days | |
| Sales after credit limit or days Exceed | Yes | Allow Sale after credit limit or days reached. |
| No | Don’t allow after credit limit or days reached. | |
| Mobile Number | Enter Mobile Number | |
| Phone Number | Enter Phone Number | |
| Contacts | Enter Contacting people’s name | |
| Customer type | Customer type list | Select customer type |
| Area | Select / add | select created area name or create new area by pressing + |
| Country | All nation name should list | Select Country |
| Tax type | Local | Same state transaction |
| Interstate | Other state and same nation transaction | |
| Export | Different nation transaction | |
| Allow Loyalty | Yes / No | Yes – Allows Loyalty. No – Not Allows Loyalty |
| Allow Promotion | Yes / No | Yes – Allows Offer. No – Not Allows Offer |
| Allow Price Level | Yes / No | Yes – Allows Price Level. No – Not Allows Price Level |
| Price Level | select value | select created price level |
| Status | Activate/ Deactivate | Select the status |