Overview

The Customer Card in The Edge POS system is a comprehensive tool for managing customer information, relationships, and interactions. It provides access to essential customer information, transaction history, and customisation options to enhance service quality.

Customer Card — General tab overview

Accessing the Customer Card

Via The Edge Main Screen

1. Navigate to Customer → Find.
2. Enter the search criteria and click OK.
3. Find and select the customer in the grid screen and click Edit at the bottom left. You can also double-click the customer row.

Customer search via The Edge Main Screen

Customer search results grid

Via the POS Screen

1. Open the POS screen and click Find Cust.
2. Enter the search criteria, click OK, select the customer row, and click Select.
3. Click Cust. Details to open the Customer Card.

Customer Card Tabs

1. General

Contains the customer’s basic information: name, contact details, partner’s name, related accounts, birthdate, and anniversary.

General tab — basic customer information

2. Other Keys

Records how the customer first came to your business (e.g. referral), indicates preferred salesperson, and allows assignment to customer groups for targeted promotions.

Other Keys tab

3. Balances

Displays the customer’s financial interactions: open balances for credit and debit, breakdown of repairs, custom orders, and special orders, and store credit and customer account balances.

Balances tab — customer financial summary

Note: Adjustments can only be made to Store Credit and Customer Account balances from this tab. Balances for repairs, custom orders, special orders, or gift certificates cannot be adjusted here.

4. Wish List

Tracks items the customer likes or may consider purchasing. Serves as a reminder for their next visit.

Wish List tab

5. Activity

Displays a detailed history of the customer’s transactions and interactions.

Activity tab — full transaction history

Note: Refer to the Understanding the Activity Screen guide for more information.

6. Loyalty Points

Displays a detailed history of loyalty transactions, including running balance and spent/earned history with receipt numbers.

Loyalty Points tab

7. Notes

A free-text field to add notes related to the customer, such as ring sizes and style preferences.

Notes tab — free-text customer notes

8. Popups

Allows creation of pop-ups to highlight important information. Pop-ups appear on the POS screen whenever the customer is entered. You can add an end date or deactivate pop-ups directly from the POS.

Popups tab

9. Options

Define customer-specific settings: account status and credit limits, preferences for receiving statements or mailouts, and marking as VIP with fixed discounts or minimum markups.

Options tab — account and preference settings

10. Communications

Log and history of any communications with the customer, such as reminders to collect orders, invitations to promotional events, and other marketing SMS and emails.

Communications tab — customer interaction log

11. Documents

Upload, store, and view relevant documents for the customer.

Documents tab — store customer-related files

12. Store Credit

Provides a detailed ledger of store credit transactions, showing increases and decreases in the balance.

Store Credit tab — full store credit ledger

Recommended Practices

• Regularly update the Customer Card to maintain accurate and useful information.
• Use the Notes and Popups tabs to capture critical customer preferences and reminders.
• Leverage the Options and Communications tabs for personalised service and effective customer engagement.