In this article, we’ll explore the main features of the Customers Module in Flawless POS, which allows you to manage and view customer information efficiently.
For step-by-step instructions, you may refer to this video for a step-by-step article on the Customers Module: https://www.youtube.com/watch?v=ffn5od6vXHk
1. Accessing the Customers Module
Open the left navigation menu of the POS Admin and click on Customers.
Here, you’ll see a list of all customers, including their name, account balance, and contact details. To open a customer’s profile, simply click on their name. For this example, we will be using the customer named Joule.
2. Customer Profile Overview
At the top of the profile, you’ll see four key widgets:
Account Details: Displays basic customer information.
Account Balance: Shows the customer’s current balance.
Reward Points: Indicates the reward points balance.
Yearly Sale Amount: Shows total sales made to this customer over the year.
3. Navigating Customer Profile Tabs:
Details Tab: View and edit contact information, assign a Sales Person or Account Manager, and manage customer relationships.
Below are the details for each field of the Details Tab:
Personal Information
Display Name: The name shown in the system for this customer profile.
First Name: Customer’s first name.
Last Name: Customer’s last name.
Date of Birth: The customer’s date of birth.
Gender: Dropdown to select the customer’s gender (e.g., Male, Female).
Partner Name: Link the name of a partner or spouse, if applicable.
Partner DOB: Date of birth for the partner, if relevant.
Anniversary: The customer’s anniversary date, if applicable.
Account Manager: Dropdown to assign an account manager to the customer.
Sales Person: Field to indicate the salesperson associated with this customer.
Tags: Keywords or tags associated with the customer for easy categorization.
Mailing Lists: List of mailing lists the customer is subscribed to.
Contact Preferences
Do Not Contact: Toggle to mark if the customer prefers not to be contacted.
Is Tax Exempt: Toggle to indicate if the customer is exempt from tax.
Contact Methods
Contact Method: Different methods of contacting the customer (e.g., Phone, Email).
Default: Specifies the primary contact method.
Number: The phone number or contact information.
Is Primary: Toggle to mark the primary contact method.
Allow Call: Toggle to allow calls to this contact.
Allow Text: Toggle to allow texts to this contact.
Addresses
Primary Address: Main address for the customer (includes name, address details, and contact email).
Add Address: Option to add additional addresses for the customer.
Notes
Notes: Field for entering notes about the customer (e.g., Designer - Jov).
Add Note: Button to add a new note related to the customer.
Type: Specifies the type of note (e.g., General Info).
Last Modified: Shows when and by whom the note was last updated.
Relationships
Relationships: Section to add relationships with other contacts or profiles.
Add Relationship: Button to add a new relationship for the customer.
Account Tab: Store customer card information and view a summary of their transactions.
Below are the fields for each field of the Account Tab:
Payment Information
Name on Card - The name of the cardholder, as it appears on the credit card.
Card Number - The credit card number associated with the payment method.
Expiration Month - The month when the credit card expires.
Expiration Year - The year when the credit card expires.
CVV/CSC - The card security code, typically found on the back of the credit card.
Address Line 1 - The primary line of the billing address associated with the card.
Address Line 2 - The secondary line of the billing address, if applicable.
City - The city of the billing address.
State - The state of the billing address.
Zip Code - The postal code of the billing address.
Edit Button - Option to edit the payment information fields.
House Account Summary
This section provides a summary of transactions related to the customer's house account.
Date - The date of each transaction.
Type - The type of transaction (e.g., Invoice, Payment).
Number - The unique identifier or reference number for the transaction.
Description - A brief description of the transaction.
Amount - The amount associated with the transaction.
Account Balance - The balance of the house account after each transaction.
Customer Credit Summary
This section shows details of credits applied or issued to the customer's account.
Date - The date of each credit transaction.
Type - The type of credit transaction (e.g., Applied, Issued).
Number - The reference number, if applicable.
Description - A brief description of the credit transaction, often including a reference number.
Amount - The amount of credit added or applied.
Account Balance - The balance of the customer’s account after each credit transaction.
Notes Tab: Add or View the Notes that you’ve created for the customer.
Below are the details for each label of the Notes Tab:
Add Note - Button to create a new note for the customer profile.
Notes Section - Displays a list of notes associated with the customer.
Note Content - The main content or description of the note (e.g., "Designer - Jov").
Edit - Option to edit the content of an existing note.
Type - Dropdown menu to categorize the type of note. Options include:
General Info - General information related to the customer.
Warning - Specific warnings or alerts related to the customer.
Error - Notes related to errors or issues associated with the customer.
Product Info Sheet - Information related to products specific to the customer.
Last Modified - Shows the date and time the note was last modified, along with the email address of the person who made the modification.
Delete Icon - Option to delete a note from the customer profile.
Jobs Tab: Create / View Service Jobs that are assigned to the customer.
Below are the details for each label of the Jobs Tab:
Search Bar - Allows users to search for specific jobs within the list.
Create a Job - Button to initiate a new job entry for the customer.
View Jobs Grouped - Toggle to group jobs based on criteria, making it easier to view related jobs together.
Include Completed Jobs - Toggle to include completed jobs in the display, allowing for a comprehensive view of both active and finished jobs.
Job List Filters - Filter options at the top of each column to refine the job list by criteria such as number, date, product, customer, location, and status.
Columns in Job List:
Number - Unique identifier for each job (e.g., #SJ0000562-1).
Date - The date when the job was created or assigned.
Job - Description of the job, including task details (e.g., Polish Diamond, Repair).
Product - Item associated with the job, including item code and description (e.g., JOV-RAW-MAT-00002 Diamond).
Customer - Name and type of customer associated with the job (e.g., Joule Leon, Retail Customer).
Location - Location where the job is assigned or processed (e.g., Angelic Relics).
Instore Location - Specific workstation or area within the store for the job (e.g., Jov's Work Bench).
Status - Current status of the job (e.g., Not Started).
Additional Actions/Options - Icons on the right for additional job-related actions, such as setting filters, viewing job details, refreshing the list, and accessing templates.
Sales Tab: Allows you to see the list of all sales made by the customer.
Below are the details for each label of the Sales Tab:
Search Bar - Allows users to search for specific sales transactions within the list.
Set Filter - Button to apply specific filters for refining the sales list view.
Column Filters - Individual filters at the top of each column to narrow down results by criteria such as date, sale number, customer, and store.
Columns in Sales List:
Date - The date of the sale transaction.
Sale - Unique identifier for each sale (e.g., #SL0002113), usually clickable for detailed sale information.
Customer - Name of the customer associated with the sale.
Store - Store location where the sale occurred (e.g., Angelic Relics).
Sales Person(s) - The salesperson(s) responsible for handling the sale (e.g., Jovan).
Account (Charge) - Account charge amount, if applicable.
Account (Credit) - Account credit amount, if applicable.
Payments Received - Total amount of payments received for the sale.
Products - Total amount for products purchased in the sale.
Tax - Tax amount applied to the sale.
Picked Up - Indicates if the items were picked up, with the associated amount, if applicable.
Points Earned - Points earned by the customer from the sale, if applicable.
Additional Actions/Options - Icons on the right for additional actions, such as setting filters, viewing details, refreshing the list, and accessing templates.
Sale Lines: Provides a deeper overview of the sale. Displays each and every item/service sold to the customer.
Below are the details for each label of the Sale Lines Tab:
Search Bar - Allows users to search for specific sale line items within the list.
Set Filter - Button to apply specific filters for refining the sale lines view.
Column Filters - Individual filters at the top of each column to narrow down results by criteria such as date, SKU, title, and store.
Columns in Sale Lines List:
Date - The date when the sale line item was recorded.
Image - Thumbnail image of the product sold, if available.
SKU - Stock Keeping Unit, a unique identifier for the product.
Title - Name or title of the product (e.g., Bracelet-New).
Source - The source of the sale, typically indicating whether it was from the store or another channel.
Sale - Unique identifier for the sale associated with this line item (e.g., #SL0002113).
Designer - The designer or brand associated with the product.
Customer - Name of the customer who purchased the item.
Email - Email address of the customer.
Phone - Phone number of the customer.
Vendor - Vendor associated with the product, if applicable.
Store - Store location where the sale occurred (e.g., Angelic Relics).
Sales Person(s) - The salesperson(s) involved in the sale (e.g., Jovan).
Qty - Quantity of the product sold.
Price - Sale price per unit of the product.
Discount - Discount amount applied to the product, if any.
Total - Total price after applying any discounts.
Additional Actions/Options - Icons on the right for additional actions such as setting filters, viewing details, refreshing the list, and accessing templates.
Trunkshow Sales: Provides a detailed view of the sales made during trunkshow events, including customer details, and product information.
Below are the details for each label of the Trunkshow Sales tab:
Search Bar - Allows users to search for specific trunkshow sales within the list.
Set Filter - Button to apply specific filters for refining the trunkshow sales view.
Column Filters - Individual filters at the top of each column to narrow down results by criteria such as date, customer, SKU, and location.
Columns in Trunkshow Sales List:
Date - The date of the trunkshow sale.
Customer - Name of the customer associated with the sale.
SO # - Sales Order number associated with the transaction.
Account - The account associated with the sale, if applicable.
Location - The location where the trunkshow sale took place.
Location # - Specific identifier or code for the location.
Image - Thumbnail image of the product sold, if available.
Title - Name or title of the product.
SKU - Stock Keeping Unit, a unique identifier for the product.
Qty - Quantity of the product sold.
Item Details - Additional details or description of the item, if available.
Purchase Price - The purchase price of the product.
Wishlist: Provides a detailed view of the products that the customers have added to their wishlist. This tab also allows you to add a new wishlist item for the customer.
Below are the details for each label of the WishList tab:
Add Wishlist Item - Button to add a new item to the customer's wishlist.
Search Bar - Allows users to search for specific wishlist items within the list.
Column Filters - Individual filters at the top of each column to narrow down results by criteria such as created by, date, SKU, and designer.
Columns in Wishlist List:
Created By - Name of the person who added the item to the wishlist.
Date - Date when the item was added to the wishlist.
Image - Thumbnail image of the wishlist item, if available.
SKU - Stock Keeping Unit, a unique identifier for the product.
Vendor Code - Code associated with the vendor of the item.
Designer - The designer or brand associated with the product.
Title - Name or title of the product (e.g., 14K Yellow Diamond Engagement Ring - 1ct Round Cut Rose Gold 5).
Notes - Field for additional notes about the wishlist item.
Item Age - Indicates how long the item has been on the wishlist.
Onhand - Quantity of the item currently in stock.
Communications: This tab provides you with the information on the emails that the customer has received from Flawless POS. Additionally, you may also be able to send a message along with an attachment to the customer.
Files: This tab allows you to upload any relevant files which stores it inside the customer profile for future reference.
Below are the details for each label of the Files Tab:
Add File - Button to upload and attach a new file to the customer profile.
Columns in Files List:
File - Name of the uploaded file.
Description - Field for adding a brief description of the file.
Category - Category or type of file, helping with organization and classification.
Last Modified - Shows the date and time the file was last modified.
Statements: allows users to view their financial statements associated with the customer account, detailing account balances and transaction history.
Below is the description for each label of the Statements Tab:
View Current Statement - Button to generate and view the latest financial statement for the customer.
Columns in Statements List:
Date - The date when the statement was created or issued.
Statement - Reference number or name of the statement.
Period Start - The start date of the statement period.
Period End - The end date of the statement period.
Customer - Name of the customer associated with the statement.
Created By - The name of the user or system that generated the statement.
Troubleshooting
For issues with regards to the Customer’s Module, please contact Flawless POS support for further assistance.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article