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You can get to this part of the system by clicking Customers > Customers. Search for and click on the ID Number for the customer you want to edit, or to start a new one, click the +New Customer button. If you're just creating a new customer, from anywhere in the system you can click on the +Create New button at the top and in the drop-list, click Customer.

 

Other Customer Articles in This Series:

Adding and Editing Customers - Part 1: Details Tab

Adding and Editing Customers Part 3: Specialty Tabs

 

Edit Customer: Settings Tab

1. Customer Discount - For employees or other customers who are entitled to a Discount, you can add that percentage here. NOTE: this discount will be added to any other discounts applied in the Register, so be careful about the discounts you apply.

2. Accept Checks - By default, all new customers have this setting toggled to ON. You can change that for customers who do not qualify to use personal checks in your store.

3. Sales Lead - You can toggle this On if the Customer is a sales prospect for something you sell so you can actively market to them. There is a setting in the main Customers list that allows you to view only your Sales Leads to help you with your marketing.

4. Wholesale - If the Wholesale functionality is active for your store, you will see this toggle. If you set a customer as Wholesale, they will use your Wholesale pricing and will not be taxed for their purchases. If the customer logs into your website as a Wholesale member, they will see the wholesale pricing and descriptions, if they are not logged in, they will see the retail info only. Customers cannot purchase both wholesale and retail in the same transaction.

5. Inactive - If you set a Customer as Inactive, of course they can still shop with you and they will still function normally in all parts of the system. In the Bulk area of Customers when you download your Customers spreadsheet, you can see which customers have been flagged as Inactive and use that information in your marketing efforts.

6. Allow Payments On Account - By default this is toggled ON for all customers, and it allows you to create Invoices for the customer, if needed. If this is enabled, you also have the option of adding refund amounts to the customer's account as a credit balance.

7. Send Notification Text Messages - If you have had us set up the optional Text Messaging service either by itself or with the The Marketing Package, you have the ability to have the system Send Notification Text Messages from parts of the system such as Work Orders, Rent to Own, and Rentals.

8. Send Marketing Text Messages - Also a feature of our optional Text Messaging service with the Marketing Package, this function allows you to Send Marketing Text Messages to customers in bulk from the Marketing area of Rain POS. Please note that both #8 and #9 require that the customer has a valid Mobile Phone number saved in the appropriate field in the Details tab of the Edit Customer panel.

9. Reward Program Eligibility - If you do not want to have the Customer receive Reward Points for items they purchase, toggle this setting to Off.

10. Reward Points - This field shows the current number of Reward Points the customer has. Please note that this is not their lifetime total; it is just how many they've generated since they earned their most recent Reward Coupon. You can manually adjust this number, if your login permission level allows.

11. View Coupons - If you click to View Coupons, the Coupons panel will open, showing the customer's most recent coupons at the bottom. A) You can manually create a Reward Coupon (this is a great way to console a customer whose Reward Coupon may have expired) by clicking the Add Reward Coupon button. B) You can view the transaction in which a Reward Coupon was Issued by clicking on the reward Transaction ID link. C) You can Delete a Reward Coupon. For Reward Coupons that were D) Redeemed, you can click the Transaction ID link to see the transaction in which they were used. If needed, and E) you can see the Expiration Date for each of your Reward Coupons, if you have them set to expire.

    

12. Rewards History - Clicking the Rewards History button will bring up a panel showing you the full history of all reward points earned in the customer's history with you, with a line item for each transaction and manual edit. You can click on any transaction to see full details, and you can also click to see Notes on manual changes that were made.

    

13. Tax Exempt - For non-profit organizations and other customers that qualify to be Tax Exempt, you can set that for them here.

14. Tax ID - Be sure to enter this for anyone set to be Tax Exempt for reference if your tax jurisdiction inquires about the customer tax-free purchases.

 

Edit Customer: Marketing Tab

If you have put in an Email Address for the customer, it will be displayed here, along with all Email Marketing Lists the customer is currently subscribed to. It's important to note that before checking a box to add a Customer to one of your mailing lists (all lists you have created under Marketing > Email Lists will appear here) that you verify with the customer verbally that it's okay for you to do so. If you just automatically add every customer, it is likely several will flag you as a spammer for receiving unwanted emails from you. The more times that happens, the more likely it is that one of the big email providers (Gmail, Yahoo, AOL, etc.) will begin blocking your emails.

Customer Groups the customer has been added to will also have their boxes checked here. You can create groups for your customers in the Customers > Customer Groups tool. This functionality is explained more fully below, but to add a Customer to a Customer Group you've created, check the box for the group of which you would like them to be a part, then click Save at the bottom.

If you are using the Marketing Package, you'll see the different Automated Marketing Emails that are active for your organization.

The Marketing Unsubscribes (not pictured) is something you will only see if you have the Marketing Package and if the customer has chosen to unsubscribe from any of the automated marketing emails. You have the ability, at the request of the customer, to Resubscribe them to marketing emails of which they have opted out.

 

Edit Customer: History Tab

1. View Serial Numbers Purchased - Clicking the View Serial Numbers Purchased button will open a list of all serialized items the customer has purchased from you. If you click on a serial number, it will open a Serialized Item Report, showing the full details of the item, including any Repairs / Work Orders you have done for the item.

Serial Number History will display the data below, and you can click on the serial number to view more details about the item. You can also see the original transaction by clicking the Event ID.

Serial Number Detail:

2. View Classes Purchased - If you click on the View Classes Purchased button you'll see a list of all class sessions purchased with the most recent at the top.

3. View Outstanding Invoices - If the customer has any Invoices you can view outstanding invoices here. You are able to either print or email a statement that will combine open invoices into a single statement. You can also click on an Invoice ID to open an work with it further.

4. Search - Whether viewing Transactions or Items (see #6 below) you can search for items using this area.
5. Transactions - Each Transaction the Customer has done with you will be listed in order with the most recent at the top. You can click on a Transaction ID to open and work with the transaction.
6. Display Line Items - If you want to view a list of all items the customer has purchased, toggle this On, the view will look like the example below, with items in the same transaction grouped together like the two highlighted here:

 

Edit Customer: Layaways Tab

Only the customer's active layaways will display in this view. To view completed ones, you will need to go to Modules > Layaways, and click to Show Completed Layaways. Clicking on the Layaway ID will open the Edit Layaway panel to let you view and edit the Layaway as needed. For more information on working with your Layaways, click here: Layaways. You can click the Pay button to allow the customer to make a payment toward their Layaway purchase. Note that if the customer wants to pay the whole thing off, it is best to click the Layaway ID and click the Pick Up button at the bottom, which will load all remaining charges for the Layaway into the Register.

 

Edit Customer: Lists Tab

There are two possible areas for this tab: If your store has Tailored Lists active, you will see a sub-tab for those. You will also see Gift Registry.

For Tailored Lists, if the customer has any, they will appear under the sub-tab. You can click on the list name to add items or edit the list. For more information on working with Tailored Lists, click here.

If your customer has created a Gift Registry, you will see it listed in the sub-tab as pictured below. Unlike Tailored Lists, you cannot view a Gift Registry from this area.

For information about specialty tabs in the Customer page, such as Subscriptions, Consignment, and more, click here to view part three: Adding and Editing Customers Part 3: Specialty Tabs