Customer master in Retail POS

Customer master is the master screen where the customer is created and maintained for transactions. Customer master is one of the base master for CRM. Customer master will store all customer details and it will help to increase the sales by statics.

Business Rules

There is menu named customer master under sales module, Open that customer master.
User can create the new customer here with required details.
The input details like customer code, customer name, Mobile number and GST registration type, location type and state are mandate details to update.
Other details are optional to maintain based on customer.
User should update GST number of every GST registered customer for better GST filing reports.
Based on GST registration type, there is three types of customer
- GST registered – Customers who have GST numbers.
- Un-registered – Regular retail customers.
Also User can restrict promotions, price level and loyalty for any specific customer in POS.
To create a Credit customer, user should select yes to in put is credit allowed?. Also user can give credit limit by amount and days. User can restrict the billing of customer is credit limit is exceeded.
Created customer will not delete from master, It will deactivated by updating the status inactive in status.
Created customer can be viewed by using the view function key
Customer can managed by both outlet specific and also by centralised.
When specific outlet is selected, then the created customer won’t displayed in other outlets.
The customer which are created in outlet wise will be synced as centralised when needed.

Update customer

When the saved details of customer is wrong or need to update more details, user can use the edit customer function key to modify the customer details.

Business rules

We can edit the created customers
Updated customer details will be loaded in POS screen and other customer data screen.
We also have bulk update template where user can update the customer edit in bulk.

Customer bulk update

Users can update specific information in bulk by using the customer bulk update, which is useful for businesses with a large number of customers because it can be challenging to edit and update each customer individually.

Business rules

Only specific information can be updated in bulk
In customer master, press function key named “bulk update” the all customers will be displayed in excel format.
Edit and update the required data in required columns and click update.
This feature will reduce human effort and work time.

Customer master in retail POS basic data needed

Input data	List of value	Descriptions
Customer code		Auto created
Customer		Enter Customer name
Address line 1		Enter Door No / Flat No
Address line 2		Enter Street name
Address line 3		Enter Address
Zip		Enter Pincode
State	State list	Select specific data
GST type	Registered	GST bill customer
	Unregirstered	Regular retail customers
GSTin		Enter Value Except Unregister
Is credit Allowed	Yes	Allow credit Sale.
	No	Don’t allow credit sale
Credit Limit		Enter Credit Limit
Credit Days		Enter Credit Days
Sales after credit limit or days Exceed	Yes	Allow Sale after credit limit or days reached.
	No	Don’t allow after credit limit or days reached.
Mobile Number		Enter Mobile Number
Phone Number		Enter Phone Number
Contacts		Enter Contacting people’s name
Customer type	Customer type list	Select customer type
Area	Select / add	select created area name or create new area by pressing +
Country	All nation name should list	Select Country
Tax type	Local	Same state transaction
	Interstate	Other state and same nation transaction
	Export	Different nation transaction
Allow Loyalty	Yes / No	Yes – Allows Loyalty. No – Not Allows Loyalty
Allow Promotion	Yes / No	Yes – Allows Offer. No – Not Allows Offer
Allow Price Level	Yes / No	Yes – Allows Price Level. No – Not Allows Price Level
Price Level	select value	select created price level
Status	Activate/ Deactivate	Select the status

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