Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the POS customer (Retail Customer) master set up options.
Before we begin, let us understand about the need of POS customer master and the usage of this particular activity.
In retail industry, there is huge footfall of customers mainly dealing with cash or card transactions, but for regular or preferred customers an entity must be maintain to track records of these customers and especially when some benefits are provided to regular / preferred customers like loyalty programs or credit facilities etc. This allows the company to understand customer sentiments and make necessary adjustments to effectively meet the expected requirements of its customers.
Therefore, in POS customer master we setup the customer profile for each such customer with all the available data at hand. This is normally a one-time process at the time of new customer addition and this library of data is extensively used to capture, generate and auto generate the required reports in a desired format. Example: Invoice creation, Payment receipt etc.
You can also edit and delete an already created set of information with required authorisation.
The key functions of a POS Customer Master Module are:
· Creation of a New POS Customer Record;
· Modification of an existing POS Customer Record;
· Deletion of an existing POS customer record.
We will be going through the each of these set of information in detail.
New POS Customer Creation–
You can create a “POS Customer” click 
under “Point of Sale Module” 
from menu of AlignBooks and the screen which appears looks like this;
You can see the 
option at top right of the screen. Click on this option and you will be directed to the relevant customer creation screen.
Here you will have basic section where all the required data pertaining to a new customer can be captured.
 Name: Here you input the name with which you are used to identify your Customer. This can also be a nick name or a short name. This field is will be used for printing customer name. |
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 Gender : Select the relevant option from the drop down for gender of the customer. |
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 DOB (Date of Birth) : Specify the date of birth of the customer which can be used to send Birthday wish text or cards. |
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 Loyalty Card : Select the relevant option from the drop down which type of card issued to the customer, if applicable. If the required Loyalty card does not exist in the list, you can create a new card by clicking on  Icon or  option within the dropdown menu. |
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 Loyalty Card Opening points : Specify the loyalty points opening if any. |
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 Card No : Here enter the Card no of the loyalty card provided to customer. |
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 Marital Status : Specify the Marital Status of the Customer. |
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 Anniversary Date: If Married, Specify the Anniversary Date of the Customer which can be used to send Anniversary wishes text or cards. |
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 Spouse Name : If Married, Specify the Spouse Name of the customer which can be used in Anniversary wishes text or cards. |
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 Address : Input here the complete address which needs to be printed on the invoices/bills. The address should suffice the requirement of all tax related requirement, preferably the registered address of the company. The same address would be used for the future communication with the customer, so it is essential to ensure that the address is complete and understandable to anyone including any third party for delivering the invoices or collecting the payments. Ex. Flat #, Building No./Name, Street name/No., Area, Land mark etc. |
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 Country : Select from the drop down the Country of the address entered above. |
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 State : Select from the drop down the State of the address entered above. If the required State does not exist in the list, you can create a new State by clicking on  Icon or  option within the dropdown menu. |
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 City: Select from the drop down the City of the address entered above. If the required City does not exist in the list, you can create a new City by clicking on Icon or option within the dropdown menu. |
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 PIN : Input here the required PIN to identify the relevant address. For postal communications Pin code is must.
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 Phone: Input here the most relevant contact number of the customer for a speech conversation. |
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 Email: Input here the most relevant email address of the customer for written communication. |
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 Longitude: Input here the longitude of customer location via Google Map to locate customer easily. Click on  to find your location’s longitude. |
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 Latitude: Input here the latitude of customer location via Google Map to locate customer easily. Click on to find your location’s latitude. |
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Save : Click on 
to Save the values.
Clear : Click on 
to Clear the values.
Delete : Click on 
to delete the existing master. (Enabled only when you edit the master)
Exit : Click on 
Or 
to Exit from the New POS Customer Form.
We are now back to the main screen for the POS Customer Master.
Edit: If you wish to Edit a POS customer detail, click on 
. The POS customer details will be opened in edit mode, can make the required changes and click on to save the changes made by you. If you think that this record is no more required, you can delete the record by clicking on 
.
Delete : If you wish to delete a POS customer data, Click on 
and confirm the deletion.
It is advisable not to delete a POS Customer if some data are already entered against that Customer. Note that the System will not allow you to delete this record unless you delete all transactions with the POS customer.
Bulk Delete : If you wish to delete POS customer data in bulk then enable the check box 
against each customer and Click on 
and confirm the deletion. All POS customer data will be removed which are not used in any transaction.
Refresh : Click on 
to refresh the list with the changes made by you.
Export : Click on 
to Export the data as visible in the list to an Excel Sheet.
Search : Type a text to search a particular record.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Click on 
to Exit from the POS Customer master.
We hope you enjoyed this tutorial. Please give us a call for further help. Happy Aligning!
