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Retail Customers

Customers Account Types

This is the default Customer Type. Registration A Retail Customer may be manually registered in t...

Updated 6 hours ago by Mike

Trade Customers

Customers Account Types

To be a Trade Customer, this must be enabled on the Account tab by an User when editing a Custome...

Updated 6 hours ago by Mike

Managing Customer Information

Customers

When editing a Customer, you will be able to update personal details, view Loyalty scheme informa...

Updated 6 hours ago by Mike

Summary

Customers

Use this screen to search for and manage customers. You can also use the search in the top right ...

Updated 6 hours ago by Mike

Voucher Balance

EPoS

This screen can be used to do a quick lookup of a Voucher's value, on behalf of a Customer.  Ent...

Updated 6 hours ago by Mike

Summary

Email Templates

Use this screen to edit your automated Email Templates; these include abandoned basket notificati...

Updated 13 hours ago by Mike

After Sales Recommend

Email Templates Emails

28 days after a customer has placed an order, they will be sent a recommendation for other popula...

Updated 13 hours ago by Mike

Out of Stock Recommend

Email Templates Emails

If a customer has requested to be emailed when a product is back in stock, and the product has re...

Updated 13 hours ago by Mike

Review Chaser

Email Templates Emails

Updated 1 day ago by Mike

Stock Notify

Email Templates Emails

Updated 1 day ago by Mike

Return Rejected

Email Templates Emails

Updated 1 day ago by Mike

Return Received

Email Templates Emails

Updated 1 day ago by Mike

Return Processed

Email Templates Emails

Updated 1 day ago by Mike

Return Outstanding

Email Templates Emails

Updated 1 day ago by Mike

Return Confirmation

Email Templates Emails

Updated 1 day ago by Mike

Registration

Email Templates Emails

Updated 1 day ago by Mike

Receipt

Email Templates Emails

Updated 1 day ago by Mike

Ready to Collect

Email Templates Emails

Updated 1 day ago by Mike

Quote

Email Templates Emails

Updated 1 day ago by Mike

Purchase Order Cancellation

Email Templates Emails

This email will also include the Purchase Order PDF as an attachment. 

Updated 1 day ago by Mike