How to create a customer in ServQuick?

How to create a customer in ServQuick?

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              A Customer is a person who buys goods or services from a shop or business. In Servquick, we can create Customers and categorize them under different groups called Customer Groups.These customer groups are easy to create and more effective than the other applications.

 

Benefits:

     By creating customers you can manage all your customers in groups. Eg: Assign corporate customers in a separate group.

 

     By creating customers and then categorizing them into groups we will know what discounts can be given to which customers.. Eg: Give points for each purchase to loyal customers.

 

     By creating customers you can increase your sales by attracting more new customers. Eg: Giving combos and offers to registered customers.

 

     After creating customers you can reduce the cost to serve for new customers by delivering their first order with 50% offer just like in Zomato, which helps you gain more loyal and regular customers.

 

     You can tell your customers that feedbacks will have high priority if they are ready to register with your restaurant.

 

Let's see how to create a customer in ServQuick:

 

     First go to Masters in your home page.

 

 

     Then select Customer under Customer option.

 

 

 

     Click on Add customer at the top right corner.

 

 

     Enter the personal details of the customer that you are creating.

 

     Enter valid Name, Mobile number, Mail-id, which are the mandatory fields.

 

             Note: The mandatory fields must be filled without fail to avoid confusion.

 

     Under Address details, enter the correct address of your customer.

 

     Under other details, choose the Customer Group to which this customer belongs to. Customers group helps you to find what type of impact a certain customer has in your company.With corporate customers you have a lot of profit by having business with them.You can set them under a group name called corporate customers and assign discount for that group customers so they can feel special and continue their deals with you.

 

     If your store maintains a unique code for each customer then you can enter it in the customer code field. You can enable loyalty applicable if the customer is a regular customer. 

            *Loyalty is nothing but, if a customer is regular to a store and regularly purchases tthen heshe will be considered loyal and special offers will be provided for them.

 

     In the payment details you can enter the payment mode, credit days, credit limit, and credit balance.

 

     If you want to receive the details as an SMS then you can select the'Yes' option.

 

     Now click on Save.

 

 

Following the above steps leads to the creation of a customer easily and quickly in ServQuick. You can create a customer so that you can manage them in groups and give discounts accordingly. You can even identify your loyal customers and give them special offers with this feature. This helps in increasing your sales than your competitors.


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