RetailEasy on-cloud values your customers and this is evident from its features. Adding and categorizing customers based on the frequency of visits, updating customer contact details for one or more branches of the same customer for delivery, setting default Price Levels for the customer, and much more is possible on RetailEasy on-cloud.

Benefits of Adding Customers:

• Build a brand affinity with your customers and keep them coming

• Recognize and reward loyal customers with exclusive discounts and offers  

• Serve your customers better by knowing their feedback and suggestions

• Stay connected with your customers and tell them what's new in your store

How to manually add Customers?

Step 1: In the main tab of RetailEasy on-cloud, click on Master > Customer.

Step 2: Click on Customer > Customer (from the dropdown).

Step 3: In the Customer screen, click on Add Customer.

Step 4: In the Create Customer screen, enter the fields under the General section.

1. Title, Name, Customer ID, Alias Code: Enter the title and name of the customer you are creating

2. Sales Type: Specify the type of sales with the customer. Choose the Sales Type from the field's drop-down

• Local - If your customer is within the state

• Interstate - If your customer is in another state

• International - If your customer is in another country or overseas
     

3. Payment Mode: Specify the customer's mode of payment by selecting a Payment Mode  from the field's drop-down

• Credit Only - The customer pays only via credit (Not cash)

• Cash only/No Credit - The customer pays only via cash, at the time of billing

• Both Cash and Credit - The customer pays via cash or credit

• Cash on delivery - If you are making home delivery to the customer and they pay after they receive the items.

Note: Selecting 'Cash Only/No Credit' will disable the Credit sale of the current Customer.

Note: RetailEasy on-cloud restricts the customer's Credit during Sales Bill entry based on the values in Credit Balance, Credit Limit, and Credit Days.

Fill in the fields - Credit Limit, Credit Balance, Credit Days, only if the Payment mode involves credit, i.e. Credit Only or Both Cash and Credit.

4. Credit Balance - The credit amount yet to be paid by the customer

5. Credit Limit - The maximum credit amount for which the customer can borrow goods from your store

6. Credit Days - The number of days within which the customer should pay the credit amount

7. Branch: The Branch from which the customer makes his purchase.

• Assigning the Branch as GLOBAL indicates that the customer purchases from multiple outlets.

• Assigning the Branch to a particular Branch indicates that the customer purchases only from that Branch.

Note: Once the customer is mapped as Global, it cannot be edited and changed to a single branch. 

8. Status: Assign the Status as Active to use the customer for transactions. Assign the status as Inactive to delete or remove the customer.

9. Sales Formula: In RetailEasy on-cloud, you can set customer purchases as tax inclusive or tax exclusive. If the customer purchases goods at a rate inclusive of all taxes, the Tax-inclusive Sales Formula can be assigned to the customer. If the customer purchases goods at a rate exclusive of all taxes, the Tax exclusive Sales Formula can be assigned to the customer. Once the Sales Formula is set, taxes will be calculated based on it.

Note - Select either one among "GST_sales_incl_yes" and "GST_Sales_incl_no"

10. GST Type: Select the GST Type from the drop-down of the field.

• Regular: In the regular GST Type the item-specific tax rates, fixed by the government is collected from the customers of your store

• Composite: In the composite GST Type the tax rates are not item-specific, it is uniform and not collected from the customers and paid by the retailers

• UnRegister: In the composite GST Type the retailer is not registered and does not owe GST to the government.

11. I wish to receive SMS: Assigning Yes to the field implies invoices will be sent as SMS to the customer's phone number, right after billing. Assigning No to the field implies otherwise.

Step 5: Enter the fields under the Contact Details section

Note: Refer to the description given below.

1. Address1, State, Country, Postal Code, Phone, Email, and Mobile: These details can be filled and used for telephonic contacts or shipments to your customer.

2. Remarks: This field can be used to annotate any contact descriptions.

3. GST No., PAN No., BRN No.: Enter the GST, PAN, BRN number of the customer.

4. GST Verified Date - You can provide when the GST was verified for the customer for record purposes.

Note: GST calculations are State-dependent, based on the state mapped, the GST will be calculated. If the Customer's State and Billing Branch State is the same, CGST and SGST will be included, else, IGST will be included.

With RetailEasy on-cloud, you can add more than one contact detail of a customer. Click on Update to save the current entry and click on Add New Contact to add a new contact. By adding more than one location we can have the contact details of different delivery locations/branches of the customers.

Step 6: Enter the fields under the Others Section  

Note: Refer to the descriptions given below.

1. Gender: Select the Gender of the customer

2. Price level: Map the price level to be applied to the sales bill. Refer to the link Price level to know more about Price levels.

3. Discount %: Set a default discount %, applicable to all purchases made by the customer.

4. Enable loyalty: Assign YES, if you want the loyalty program to be activated for the customer, else assign NO.

5. Loyalty rule: Map the current loyalty rule to activate the loyalty program for the customer.

6. Ecommerce GST No.: Provide the GST no of the customer. RetailEasy on-cloud automatically maps the address with the GST No. The GST No. is mandatory to file GST returns.

7. Mail type: Select the mail format for the customer.

Step 7: Click on Save.

The Customer has been successfully added to your RetailEasy on-cloud domain along with their contact and tax details and also classified into customer categories. Providing category-specific discounts and connecting with customers can all be done with a few clicks.