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. This manual explains how to access the Customer Card, details the functionality of each tab, and offers recommended practices for maintaining accurate and useful records.

Accessing the Customer Card

You can access the Customer Card either via the main Edge screen or through the POS system:

Via the Edge Main Screen: 

1. Navigate to Customer > Find
2. Enter the search criteria for the Customer and Click OK

3. In the Grid Screen Find and Select the Customer and Click Edit at the bottom left of the grid screen 

Note: You can also double click the customer row in the Grid Screen

Via the POS: 

1. Open the POS Screen
2. Click Find Cust
3. Enter the search criteria for the Customer and Click OK

4. Find and Select the Customer row in the Grid Screen and Click Select

Note: You can also double click the customer row in the Grid Screen

5. Click Cust. Details

Tabs on the Customer Card

Once the Customer Card opens, several tabs provide access to different information and functions for managing customer details effectively.

1. General

This tab contains the customer’s basic information:

• Name and contact details.
• Additional details such as partner’s name, related accounts, birthdate, and anniversary.

2. Other Keys

• Records how the customer first came to your business (e.g., referral by another customer).
• Indicates the preferred salesperson.
• Allows assignment to customer groups for targeted promotions.

3. Balances

This tab displays the customer’s financial interactions:

• Open balances for credit and debit.
• Breakdown of repairs, custom orders, and special orders they still owe money towards.
• Store credit and customer account balances.
• Note: Adjustments can only be made to Store Credit and Customer Account balances. Balances for repairs, custom orders, special orders, or gift certificates cannot be adjusted from this tab.

4. Wish List

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

5. Activity

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

Note: Refer to Understanding the Activity Screen Manual for more information

6. Loyalty Points

• Displays a detailed history of the customer’s loyalty transaction.

• Running Balance
• Spent and Earnt History with Receipt Numbers

7. Notes

• A free-text field to add notes related to the customer, such as:

• Ring sizes
• Style preferences

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..

9. Options

• Define customer-specific settings:

• Account status and credit limits.
• Preferences for receiving statements or mailouts.
• Mark as VIP and set fixed discounts or minimum markups.

10. Communications

• Log and History of any communications with the customer, Such as:

• Reminders to collect orders.
• Invitations to promotional events.
• Other Marketing SMS and Emails

11. Documents

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

12. Store Credit

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

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.