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 2151 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 2116 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 1889 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 1886 Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 1812 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 1808 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 1780 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 1729 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 1729 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 1721 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 1607 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 1507 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 1435 Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 0 1403 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 1400 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 1375 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 1119
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 2151
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 2116
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 1889
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 1886
Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 1812
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 1808
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 1780
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 1729
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 1729
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 1721
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 1607
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 1507
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 1435
Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 0 1403
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 1400
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 1375
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 1119
