Store Level Customer Edit

Store Level Customer Edit

Introduction:

In the current system, users are not allowed to edit the customer at the store level. This document describes the edit option provided to update the customer info at the store level.

Implementation in Back Office:

Page Navigation: My Stores >> Customers >> Customer info

        A new control “Edit” should be included in the landing screen of the customer info.

        An edit icon should be included in the controls section.

        On click on the edit icon, the customer info screen should open allows the customer to update the details.

        Only authorized users can do update the customer info.

Note: Only users with the option “Customer” enabled can access the “Customer” module in the back-office.


Screen Layout:



    • Related Articles

    • Store Settings Enhancement

      Introduction: This document explains regarding the changes done in the settings menu of the back office. Implementation in Back Office: Page Navigation: My Stores >> Settings >> Store The settings menu includes the following tabs, 1)      Store ...

    • Loyalty Discount

      Requirement:       1)      Instead of using the points everywhere, the user should have an option to choose a custom name for  the loyalty points.       2)      A new discount type “Loyalty Discount” should be included in the discount creation screen ...

    • Loyalty and House Account

      Note:  This information is available in a Word document and PDF file at the bottom of the page. How to Locate and Set Up Loyalty in the Back Office:   Log into the Back Office, and Locate the Loyalty Section:   Fill Out the Appropriate fields, with ...

    • Customer Information

      Customers > Customer Info Here you can see the customers that have been entered in on the front of the house. Unlike in Enterprise, at the store level you do not have the ability to add or edit customers here. You can export the customer list to ...

    • Employee at Account Level

      Requirement: An option to create centralized user to login and access different stores with the unique pin. Implementation in Back Office:       1)      PIN Setup: Page Navigation: My Enterprise >> Account Users         “Enable POS Login” option ...