Customer Profile
Purpose :
The Customer Profile feature in TruePOS allows businesses to categorize and manage their customers effectively by assigning specific profiles. These profiles can help tailor sales processes and enhance customer experiences based on predefined profiles.
Benefits of Customer Profiles
Streamlined Customer Management : Organize customers into profiles to identify their preferences quickly.
Improved Sales Process: Apply specific customer-based rules or discounts while billing.
Enhanced Customization: Tailor your service and offerings to match the profile type.
Step 1: Enable the Customer Profile Option
Navigate to Tools > Configuration > Business Configuration.
Locate the option Show Customer Profile under the relevant section.
Check the box to enable the option.
Press F4 or click Update to save the changes.
Step 2: Add a Customer Profile
Navigate to Master Module > Customer > Customer Profile.
Click on Add New Profile.
Enter the following details:
Profile Name: Provide a name for the profile.
Status: Set the status to "Active".
Save the changes.
Step 3: Apply Customer Profile During Sales Billing
Open the Sales Bill screen.
Specify the customer name or select a customer from the pop-up.
Locate the Customer Profile field on the sales bill.
Use the dropdown menu to select the appropriate profile for the customer.
Proceed with the sales transaction as usual.
Frequently Asked Questions (FAQs)
Q1: Can I create multiple customer profiles?
A: Yes, you can create as many customer profiles as needed to match your business requirements.
Q2: What happens if I don't assign a profile to a customer?
A: The transaction will proceed without a profile, but assigning profiles can help in categorizing and managing customer-specific needs more effectively.
Q3: Can I edit or deactivate a customer profile?
A: Yes, navigate to the Customer Profile section in the Master Module, select the profile you wish to edit or deactivate, and make the necessary changes.
Q4: Is it mandatory to enable the "Show Customer Profile" option in Business Configuration?
A: Yes, enabling this option is necessary to activate and use the Customer Profile feature in TruePOS.
Q5: How does the Customer Profile impact reports?
A: The profiles can be used as filters in customer and sales reports to provide insights into profile-specific sales trends.
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