Customer Center

How do I? | Customers Overview

Add a Customer

Edit a Customer Record

Merge Customer Records

Offer Customer Charge Accounts

Offer Customer Discounts and Price Levels

Handle Special Customer Tax Status

Track Customers by Type

View Customer Purchase History

Print my Customer List

Export my Customer List

Create an E-mail Marketing List

E-mail a Customer

Write Letters to Customers

Track Business Customers

Offer a Customer Rewards Program

Use Customer IDs and Cards

Basic

The Customer Center provides a summary of key customer statistics for a specified time period, one-click access to customer contact options, and links to FAQs and tools to help make managing your customers easier.

To access the Customer Center:

- Select Customer Center from the Customers menu.

Customer Statistics

Set the time period for statistics from the Edit drop-down list. Current period statistics are compared to the preceding period of the same length (year-to-date is compared to year-to-date last year).

(Pro) At a remote store, customer statistics reflect activity at that store only.

View definitions of the displayed statistics

- Total customersThe number of customers in your customer list; not affected by the time period specified.

- New customersNew customers added during the time period specified.

- Returning customersCount of sales receipts made to non-new customers during the specified time period. Does not include reversed/reversing receipts.

- Average daily receiptsAverage number of sales receipts made per day. Does not include reversed/reversing receipts.

- Average receipt totalAverage sales receipt total. Does not include reversed/reversing receipts.

- Average itemsAverage number of items sold per sale receipt. Does not include reversed/reversing receipts.

- New customers per month (bar graph)Shows number of new customers added per month, over last 12 months. Not affected by time period selected.

Reach Out to Your Customers

Use the links in this section to launch the Point of Sale wizards that guide you through contacting your customers via:

E-mail marketing campaign lists

Write letters

Print mailing labels

Export your customer list to a file

Related Topics

Office Integration

E-mail Customers