Managing Customers

Our EPOS software includes customer relationship management features that allow operators to provide excellent in-store service and support.

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Identify Customers and edit their information

Search for and manage customer records from within the EPOS software.

Action	Summary
Search for Customers	Find customers by name, surname, postcode, email address, or account number. We also support barcodes for customer ID cards, which can be scanned for quick identification.
View Customer Records	Access a complete customer profile, including a complete order history, contact details and internal notes.
Edit Customer Information	Update customer records, including their marketing preferences.

For security, operators are prompted to enter a Venditan Commerce password before saving any changes to Customer Data.

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Create a New Customer from the EPOS System

Create new customers from within the EPOS software.

• Enter Customer Details: Fill out the required fields, including name, address, and marketing opt-in. A postcode lookup feature is available for faster entry.

• Save Options:

  • Select Save to store the customer record without linking it to any transaction.

  • Select Save & Select to save the customer and immediately associate them with the ongoing sale or start a new transaction if one isn’t already active.

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Assign Sales to a Customer

When preparing a Sale, you can assign the Sale to a specific Customer to ensure it is recorded in their Order History:

• Assign During Sale: While prepping the Sale, search for and select the Customer you want to associate with the transaction.

• Track Customer Orders: This ensures that all purchases are linked to the customer’s profile, making tracking their order history and providing personalised service easier.

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Leave Notes on a Customer Account

Operators can add internal Notes to a Customer Account, making tracking important details or special instructions easier.

Notes are accessible to anyone viewing the Customer’s record, including on Venditan Commerce, ensuring all team members have relevant customer information.