Search For Search Home Knowledge Base Customers Checking Reward Points Balance Once a customer has accumulated reward points from purchases, the balance of points can be viewed from the customer info... 0 1571 Mass Updating Customers from a List You can mass updating customers by having the customer ID of the existing customer in one column and the customer information... 0 1522 Adding New Customers New customers can be added from the Customer screen, which is accessed two different ways. Either access the back-end Customers... 0 1515 Setting Up Customer Store Membership and Customer Discounts This article is intended to help you create a system where customers with a store membership receive discounts on your... 0 1399 Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 1324 Displaying Customer A/R Balance To display customer A/R balance, select the Customers icon from the main menu. Select the customer whose account balance you... 0 1299 Customer Emails – Using a Template 1. Create a HTML file name starts with EmailTemplate_ (eg, EmailTemplate_Customer) put it into c:\soopos folder. The contents of the... 0 1248 Creating Mailing Label The mailing label designer can be launched from the Print / Export Mailing Label menu. 1. Login to the system and access the... 0 1230 Printing A/R Statements You can print a customer’s AR statement from the customers screen. Select the customer whose account you would like to... 0 1207 Exporting Customer Email Addresses To export the email addresses of all your customers: 1. Login to the system and access the customers menu. Press the More button. A menu... 0 1180 Creating A/R Groups Grouping customers for AR reports: 1. Login to the system and access the customers menu. 2. Select a customer to create the... 0 1139 Print and Export Mailing Lists To print and export mailing lists, mailing labels and envelopes as well as customer lists, first: 1. Login to the system and access... 0 1078 Importing Customer Points, Store Credit and AR Download the Excel template file here. To import values for Points, Store Credit and AR you have to make sure you match-up... 0 1025 Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 0 952 Aging A/R Interest A/R interest can be aged from the Customers screen. From the customer screen, press More in the top right... 0 906 Adjusting Store Credit Balance If you ever need to change customer’s store credit balance, you can sell an adjustment SKU and make payment by... 0 884 Creating and Using Sub-Customers Sub-customers are useful for situations where you have a business with multiple contacts which you want to keep track of.... 0 809
Checking Reward Points Balance Once a customer has accumulated reward points from purchases, the balance of points can be viewed from the customer info... 0 1571
Mass Updating Customers from a List You can mass updating customers by having the customer ID of the existing customer in one column and the customer information... 0 1522
Adding New Customers New customers can be added from the Customer screen, which is accessed two different ways. Either access the back-end Customers... 0 1515
Setting Up Customer Store Membership and Customer Discounts This article is intended to help you create a system where customers with a store membership receive discounts on your... 0 1399
Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 1324
Displaying Customer A/R Balance To display customer A/R balance, select the Customers icon from the main menu. Select the customer whose account balance you... 0 1299
Customer Emails – Using a Template 1. Create a HTML file name starts with EmailTemplate_ (eg, EmailTemplate_Customer) put it into c:\soopos folder. The contents of the... 0 1248
Creating Mailing Label The mailing label designer can be launched from the Print / Export Mailing Label menu. 1. Login to the system and access the... 0 1230
Printing A/R Statements You can print a customer’s AR statement from the customers screen. Select the customer whose account you would like to... 0 1207
Exporting Customer Email Addresses To export the email addresses of all your customers: 1. Login to the system and access the customers menu. Press the More button. A menu... 0 1180
Creating A/R Groups Grouping customers for AR reports: 1. Login to the system and access the customers menu. 2. Select a customer to create the... 0 1139
Print and Export Mailing Lists To print and export mailing lists, mailing labels and envelopes as well as customer lists, first: 1. Login to the system and access... 0 1078
Importing Customer Points, Store Credit and AR Download the Excel template file here. To import values for Points, Store Credit and AR you have to make sure you match-up... 0 1025
Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 0 952
Aging A/R Interest A/R interest can be aged from the Customers screen. From the customer screen, press More in the top right... 0 906
Adjusting Store Credit Balance If you ever need to change customer’s store credit balance, you can sell an adjustment SKU and make payment by... 0 884
Creating and Using Sub-Customers Sub-customers are useful for situations where you have a business with multiple contacts which you want to keep track of.... 0 809
