Technical data

Cash Register Express
Page 51
Tracking Your Customers
Customer Maintenance Screen
The Customer Maintenance screen is used to add
and update your customers. One customer is
displayed at a time. Detailed information is stored
in the tabs across the top of the screen. This screen
is fully touch screen compatible, meaning you can
double select any field (or select the field and then
the keyboard button) to bring up an on screen
keyboard.
Each customer within Cash Register Express must have a unique customer number. It is easy to use
the phone number as the customer number, as this provides a fast and easy way to look up a
customer if they forget their membership card.
Loyalty and membership cards are easy to assign to a customer. Below the Card Swipe Ids label,
select the Add button and swipe or scan the loyalty card.
The General Info tab stores basic information such as name and address. Extended Info has less
commonly used information. Information regarding accounts receivable is stored in the Account Info
tab. Optional Ship To and Bill To addresses are stored in the Shipping\Billing tab, followed by the
History tab which stores a detailed purchase history for the current customer. The Notes tab has an
open notes section.
Track Your Customers
Remember, your customers are a very important part of your business. You purchased a point of sale
system that provides several great tools to track your customers and get them back into your store.
You have the tools – now use them!
 Enter their name, address, phone number, e-mail address and other information.
 Run reports to see whom your best customers are; perhaps once a year you should have a
special free product coupon for your best customers where you spoil them with something
free and extra service.
 Configure customer loyalty plans to reward your loyal customers.
 Send mass e-mails with news and specials about your business.
 Remember your customers and they will remember you.