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Customer ID View

Retail > Customers > Customers > Highlight a customer and select Edit button

What is the view used for?

The Customer view is used to manage a customer in the Site Manager.

Fields & buttons	Description
ID	The ID of the customer.
Name	Split into Name prefix, First name, Middle name, Last Name and Name suffix.
Display name	This is the name that the POS uses when referring to customer name. It changes according to the changes that you make to the name field.

Address tab

Fields & buttons	Description
Phone	The customer’s main phone number.
Mobile phone	The customer’s main mobile phone number.
Email address	The customer’s main e-mail address.
Type	Displays the address type.
Contact	Displays the name of the contact.
Phone	Displays the contact's phone number.
Mobile	Displays the contact's mobile number.
E-mail	Displays the contact's e-mail address.
Address	Displays the address.
Sales tax group	Displays the customer's sales tax group.
Edit	Highlight a line and select this button to edit the customer address. Opens Customer address dialog.
Add	Select this button to create a new address. Opens Customer address dialog.
Delete	Highlight a line and select this button to delete a customer address.

Details tab

Fields & buttons	Description
Invoice customer	Select the customer that should be invoiced on this account.
Identification number	Enter/edit an identification number for this customer account.
Search alias	Enter/edit a search alias for this customer account.
Language code	Information field about the customer’s nationality or language preference.
Receipt e-mail	The e-mail address used to send the customer a receipt if that option is set in Receipt options.
Receipt option	How the customer will receive a receipt. The options are: Print on POS Send in email Both Note: The functionality to send out these emails is not included in the current version of LS One. Any such functionality would have to be done as a customization either by a 3rd party system or within the LS One suite. There are no plans to add this functionality to the next release of LS One.
Currency	The default currency on the POS.
Edit	Click on this button to edit or add a currency. Opens Currencies View.
VAT number	The customer’s VAT number.
Sales tax group	The customer’s sales tax group. Depending on settings, the sales tax group may be used to calculate the tax the customer receives on items.
Edit	Click on this button to edit or add a sales tax group. Opens Customer and store sales tax group view.
Blocking	Customer is not blocked: Select this option if you do not want to block the customer. Customer is limited to invoices: Select this option to limit the customer to invoices. Customer is blocked: Select this option to block the customer.
Cash customer	Select this check box if the customer is allowed to use cash.
Gender	Select the customer's gender. N/A, female or male.
Date of birth	Select the customer's birthday.

Discounts tab > Line discounts

Fields & buttons	Description
Line discount group	Line discount group drop-down selection menu.
Edit	Click on this button to open Customer discount groups view.
Multiline discount group	Multiline discount group drop-down selection menu.
Edit	Click on this button to open Customer discount groups view.
Total discount group	Total discount group drop-down selection menu.
Edit	Click on this button to open Customer discount groups view.
Currency	The currency that the discount is in.
Type	The type of discount, line discount, for example.
Customer connection	How the discount is connected to the customer, either it applies to all customers, a customer group or an individual customer.
Item connection	The item that the discount is on. You can select an individual item, item group or all items.
Variant	If the discount has been applied to a variant of the item, it will be shown here.
Unit	The unit in which the item that has the discount is sold.
From date	The date from which the discount becomes valid.
To date	The date to which the discount is valid.
Amount	The quantity of items that need to be sold in order to apply the discount.
Discount amount	The discount amount.
Discount % (1)	The primary discount percentage, if there are two discount percentages, this is the first to be taken off the item.
Discount % (2)	The secondary discount percentage, this percentage is taken off the total amount after the first discount percent has been taken off. For example, if the items total value is 100, %1 is 10% and %2 is 10%, the calculation would be 100 – 10% = 90, then 90 – 10% = 81, so the end total of the item, after the discount would be 81.
View item	Highlighting a line that has an Item in Item Connection and then clicking on this button takes you to the retail item card where you can view and edit the item.
View customer group	Highlighting a line that has a Group in Customer Connection and then clicking on this button takes you to the price/discount groups view where you can view and edit the groups that the customer belongs to.
View item group	Highlighting a line that has a Group in Item Connection and then clicking on this button takes you to the Item discount group view where you can view and edit the Item discount groups.
Edit	View or edit the selected line.
Add	Add a trade agreement. Opens Add trade agreement dialog.
Delete	Remove a trade agreement.

Discounts tab > Group limit

Displays the settings that limit discounted purchases for the customer.

Fields & buttons	Description
Current period
Group uses limit
Max discounted purchases
Discounted purchases

Customer groups tab

Fields & buttons	Description
Default
Group
Category
Exclusive
Limit purchases
Purchase limit
Purchase period
Set as default button
Add
Edit

Infocodes tab

Fields & buttons	Description
Infocodes	A list of all the infocodes that are linked to the customer.
Edit	View or edit the selected infocode link. Opens New link dialog.
Add	Add an infocode linked to the customer. Opens New link dialog.
Delete	Remove the selected infocode link.

Sales prices tab

Fields & buttons	Description
Price group	Choose a price group from the drop-down menu.
Edit	Edit or add price groups.
Currency	The currency that the store uses as default.
Type	The type of discount.
Customer connection	How the sales price is connected to the customer, either it applies to all customers, a customer group or an individual customer.
Item connection	The way in which the item is connected to the sales price. It can be connected individually, through a group or as All Items.
Variant	If the sales price has been applied to a variant of the item, it will be shown here.
Unit	The unit in which the item is sold.
From date	The date from which the sales price for the customer becomes valid.
To date	The date to which the sales price for the customer is valid.
Quantity	The quantity of items that need to be sold for the sales price to apply.
Price	The sales price as set specifically for the customer. This overrides the item sales price.
Price with tax	The customer sales price of the item with tax included.
View item	Highlighting a line that has an Item in Item Connection and then clicking on this button takes you to the retail item card where you can view and edit the item.
View customer group	Highlighting a line that has a Group in Customer Connection and then clicking on this button takes you to the price/discount groups view where you can view and edit the groups that the customer belongs to.
Edit	View or edit the selected line.
Add	Add a Sales Price Trade Agreement.
Delete	Remove a Sales Price Trade Agreement.

Ledger tab

Fields & buttons	Description
Credit limit	Enter or edit the customer’s credit limit.
Balance	Displays the balance available on the account.
Total sales	Displays the total amount in sales.
Filter	Date Document number Types Terminal Store
	If there are more than one line press this button to delete a search criteria.
	Press this button to add search criterias
	The following actions are available from a drop down menu when this button is pressed. Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened. Load default layout: If you have edited the search settings since you last opened the Retail items view select this option to reload the saved layout. Reset: Select this option to reset the layout to be as displayed in image above. Toggle button locations: Changes where the and the buttons are located, before or after the search filters.
Search	Press this button or hit enter button on keyboard to search for an item with the filters set.
Date	Displays the date of the record.
Type	Displays the type of transaction: Invoice, Payment, Discount.
Amount	Displays the amount in the transaction.
Remaining amount	Displays the remaining amount in the customer balance.
Status	The status of the account balance can be closed or open. If the remaining amount is at zero, the status is closed. If it is in credit or needs a payment, it is open.
Store	Displays the store ID.
Terminal	Displays the terminal ID.
Document No.	Displays the document number.
Description	Displays the description of the transaction, if entered.
Back	See previous transactions for this customer.
Next	See more recent transactions for this customer.
E-mail
Add payment	Select this button to add a payment to the customer ledger. This opens the Add payment into customer account dialog.

Loyalty tab

Fields & buttons	Description
Issued	The points issued on the card.
Used	The points used on the card.
Expired	The points expired on the card. This appears with a minus sign infront.
Points balance	The current points status. The points that are currently available for use on the card.
Card number	Displays the card number.
Type	Displays the type of tender issued on the card. Card tender: Points can be used for payment, according to how it is set up in the scheme. No tender: Points are not used for tender, but are collected and rewarded by the store. Blocked: The card is blocked and cannot be used.
Scheme	Displays the name of the loyalty scheme on this card. The loyalty scheme decides how long the points take to expire, the use limit of the points and the default multiplier type.
Current value
Issued	The points issued on the card.
Used	The points used on the card.
Expired	The points expired on the card. This appears with a minus sign in front.
Status	The current points status. The points that are currently available for use on the card.
Edit	Highlight a line and select this button to edit a loyalty card. This opens the Edit loyalty card dialog.
Add	Select this button to select a loyalty card for the customer. This opens the Select loyalty card dialog.

Loyalty transactions tab

Fields & buttons	Description
Filter	Date - Search for transaction in a time period. Receipt number / Begins with - Search for transaction by receipt number. You can choose to search by Begins with or Contains. Store - Find all loyalty transaction for the customer created in the selected store. Terminal - Find all loyalty transaction for the customer created on the selected terminal. Loyalty card - Find all loyalty transaction made with the selected card number. The card list only displays cards that belong to the open customer. Scheme - Find all loyalty transactions created with the selected loyalty scheme. Types - Filter the transaction down to the point status, expired, issued or used. Status - filter the list to transaction that are opened or closed. The loyalty transactions close when all issued points are used.
	If there are more than one line press this button to delete a search criteria.
	Press this button to add search criterias
	The following actions are available from a drop down menu when this button is pressed. Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened. Load default layout: If you have edited the search settings since you last opened the Retail items view select this option to reload the saved layout. Reset: Select this option to reset the layout to be as displayed in image above. Toggle button locations: Changes where the and the buttons are located, before or after the search filters.
Search	Press this button or hit enter button on keyboard to search for an item with the filters set.
Type	Filter the transaction by selecting a type: Issued: The card has been issued but not used by the customer. Used: The card has been used and is still active. Expired: The card has expired and is inactive.
Receipt number	Displays the receipt number of the transaction.
Loyalty points	Displays the number of loyalty points on the card.
Remaining points	Displays the number of loyalty points currently on the card.
Status	Displays the card’s status: Closed: The card is inactive. Open: The card is active.
Date	Displays the date that the transaction took place.
Issued date	Displays the date that the card was issued.
Store	Displays the store that the card was used in.
Terminal	Displays the terminal that the card was used on.
Card number	Displays the number of the card used.
Scheme	Displays the scheme set to the card used.
Expiration date	Displays the card expiration date.
Employee	Displays the employee involved in the transaction.
	Select this button to scroll back through the loyalty transactions list.
	Select this button to scroll forwards through the loyalty transactions list.

View all customers - Click here to open Customers View.

Infocodes - Click here to open the Infocodes View.

Actions

Label printing - Click here to open the Label printing dialog.

Last updated:	13th November 2014
Version:	LS One 2014

Customer ID View

What is the view used for?

Related

Actions

See also