How to save a new customer in RetailEasy7?

How to save a new customer in RetailEasy7?

Purpose of Saving new customer in RetailEasy7:

When you store new customer information, it is easier to retrieve customer details in future billing processes, as well as provide loyalty programs and use the customer information for marketing and promoting new products.

 

Benefits of saving new customers:

The following are the benefits of saving new customers in RetailEasy7

  • Customer databases and their purchasing history reports can be used to determine the behaviour pattern of customers.

  • Encourage repeated customers to buy more products by offering them special offers.

  • Using customer contact information, market new product releases through SMS and email.

 

Please refer to this video for further reference,

 

https://youtu.be/GMk55b_uYbw?list=PLz3XeUdRbWRWZYIU3t5q6ayoe9WPhoRXN


A Guide to save a new Customer in RetailEasy7:

Step 1: Navigate through Customer -> Master -> Customer Master

 

 

 

Step 2: In the Details section, fill in the details of the customer name and their residing address.

 

Note: The fields marked with "*" are mandatory to enter.

 

 

 

Step 3: For a customer who is credit-based, you can set a credit limit and days of credit giving in the Credit Details section.

 

 


Step 4: In the GST section, select the customer registration type from Regular, Unregistered, and Composition. Next, fill in the customer GST details.

 

 

 

Step 5: In Personal Details section, fill with customer contact information for further marketing.

 

 

By using this method, you can easily add new customers, create customer databases, provide loyalty programs, conduct promotional activities, and retrieve customer information easily during the billing process.


    • Related Articles

    • Capturing Customer Eye Details

      Capturing Customer Eye Details Purpose: Capturing customer eye details in RetailEasy Optical POS is important since it allows the optical shop staff to accurately take the readings of the doctor's prescription, which is essential for providing the ...
    • Sending sales invoice copy as SMS to customer

      Sending sales invoice copy as SMS to customer Purpose: Moving forward to a Digital era, a new feature added in a product to 'Sent sales invoice copy as SMS to customer mobile number in .pdf format' instead of giving physical paper copy of the bill. ...
    • How to update customer shipping address in RetailEasy 7?

      Shipping Address Purpose: Shipping address is the address where the customer wants the items they have purchased to be shipped to. This address is typically entered by the retailer during the checkout process. For example, A store owner of a ...
    • TCS in RetailEasy (Rpos7) - sales

      What is TCS(Tax collected at source)? Click the link to know about the TCS concept. Required software version - GOFRUGAL RetailEasy 7.0.0.RC225 Below are the steps to easily make a TCS entry for a sales entry #Enabling the configuration (When a ...
    • How to configure for ID Proof Master in RetailEasy?

      ID Proof Purpose: After repeated interactions between the customer & electronics business owner will have developed a degree of trust that makes transactions flow fast and without hiccups. This trust does not yet exist when he/she first meets a new ...