Field

Description/Activity

Search Criteria

Code

Enter the code of the customer to be searched.

Name

Enter the name of the customer(s) to be searched.

Customer Group

Enter the customer group of the customer(s) to be searched.

Accounting Id

Enter the accounting id of the customer to be searched.

Marketing

Select one of the following scenarios:

•All - To search for all the customers setup in the system.

•True - To search for the customers with ‘Is Marketing’ option enabled.

•False - To search for the customers with ‘Is Marketing’ option not enabled.

Tax Number

Enter the tax number of the customer(s) to be searched.

Phone Number

Enter the phone no. of the customer to be searched.

Active

Select one of the following scenarios:

•All - To search for all the customers setup in the system.

•True - To search for the customers with ‘Is Active’ option enabled.

•False- To search for the customers with ‘Is Active’ option not enabled.

Zip Code

Enter the zip code of the customer to be searched.

Address

Enter the address of the customer to be searched.

Electronic Id

Enter the electronic id of the customer to be searched.

Email Id

Enter the email id of the customer to be searched.

Loyalty Member

Select one of the following scenarios:

•All - To search for all the customers setup in the system.

•True - To search for the customers with ‘Is Loyalty Member’ option enabled.

•False – To search for the customers with ‘Is Loyalty Member’ option not enabled.

Enable Loyalty Notification

Select this check-box to subscribe the customer for email/SMS notification on the registered email address or mobile number for loyalty events.

Enable Pass Notification

Select this option in case the customer would like to subscribe for a digital pass notifications generated from the iVend loyalty system. The digital loyalty pass is delivered as a pass for the iOS and Android based systems. Any updates in the loyalty information of the customer is sent to customers digitally which updates these passes.

Loyalty Program

Select a loyalty program from the list of existing loyalty programs in which you want to add the customer. You cannot edit the loyalty program for the specific customer after this one time selection process.

Referee Loyalty Id

Select the customer’s name as a referee loyalty customer from the Loyalty Customer Search screen.

Search Results

Code

Displays the code of the customer searched.

First Name

Displays the first name of the customer(s) searched.

Field

Description/Activity

Code

Enter a code for the customer. A unique code of maximum 20 alphanumeric characters can be entered.

Dashboard Icon

Click the Dashboard icon to view the Customer Sales dashboard screen. This icon is available on the Customer Edit and Customer View screen.

Salutation

A maximum of 50 alphanumeric characters can be entered.

Title

A maximum of 50 alphanumeric characters can be entered.

First Name

Enter the first name of the customer. A maximum of 100 alphanumeric characters can be entered.

Middle Name

Enter the middle name of the customer. A maximum of 50 alphanumeric characters can be entered.

Last Name

Enter the last name of the customer. A maximum of 40 alphanumeric characters can be entered.

Nick Name

Specify the nickname of the customer. A maximum of 50 alphanumeric characters can be entered.

Applicable Subsidiary

Allows selecting more than one subsidiary. Once assigned to a Subsidiary cannot be remove.

This field will be available if subsidiary is enabled. Once saved the master, assigned Subsidiary cannot be changed.

Customer Group

Select a group from the list of customer groups. Click … to open the Customer Group Search screen and select the customer group.

Company Name

Specify the name of the company with which the customer is associated. A maximum of 50 alphanumeric characters can be entered.

Tax Exempt

Select this option if the customer is Tax Exempt.

This field is not visible, if subsidiary is enabled. It displays in “Subsidiary Account Details” screen.

Customer Type

Select from the valid values:

•Company

•Private

This is used for validating the Tax Number length for the Chile and Mexico localization.

Tax Number

Enter the tax number of individual or that of company.

If subsidiary is enabled, this field is removed from here and displays in “Subsidiary Account Details” screen.

Can Order Items

Select this flag if you would allow taking the special orders from this customer.

Gender

Type the gender information in this field.

Date of Birth

Enter the date of birth in MM/DD/YYYY format or click the to select a date of birth information.

Anniversary Date

Enter an anniversary date in MM/DD/YYYY format or click the to select an it from calendar.

Mobile Phone, Phone Number, Alternate Phone Number, Fax, Email, Web Page

Specify communication details of the customer.

Primary Contact

Specify the name of the ‘primary contact’ for the customer. Click … to open the Contact screen and create a new contact.

Accounting Id

This is a system generated unique key for each customer, which helps in integration of the Customer Code in iVend with the Customer Code in SAP Business One.

Customer Group

Select a group from the list of customer groups. Click … to open the Customer Group Search screen and select the customer group.

Sales Tax Code

Select the customer level tax code from the list of tax codes. Click … to open the Tax Code Search screen and select the ‘sales tax code’.

If subsidiary is enabled, this field is removed from here and displays in “Subsidiary Account Details” screen.

Loyalty Member

Select this option mark the loyalty customer.

Enable Loyalty Notification

Select this checkbox to subscribe the customer for email/SMS notification on the registered email address or mobile number for loyalty events.

Loyalty Program

Select a loyalty program from the list of existing loyalty programs in which you want to add the customer. You cannot edit the loyalty program for the specific customer after this one time selection process.

Referee Loyalty Id

Select the customer’s name as a referee loyalty customer from the Loyalty Customer Search screen.

Referee Loyalty Id

Click [...] to enter the referee member details.

Shipping Type

Assign a shipping type for the customer. Click … to open the Shipping Type Search screen and select the shipping type. To add a new shipping type, press “F3” or click on “F3 New” button in the Shipping Type Search screen.

Price List

Select a price list from the available list. Click … to open the Price List Search screen and select the ‘price list’.

This field is disabled if the ERP type is SAP Business One.

If subsidiary is enabled, this field is removed from here and displays in “Subsidiary Account Details” screen.

Discount

Specify the discount for the customer. This is applied automatically as a sale level discount on invoice for the customer.

Active

Select this option mark the customer as active. Only active customers would be visible in customer search at POS. By default, this option is enabled.

This field is not visible, if subsidiary is enabled. It displays in “Subsidiary Account Details” screen.

On Hold

Select this option if the user wants to put the customer on hold. No transaction can be done at the POS for the customer put on hold.

This field is not visible, if subsidiary is enabled. It displays in “Subsidiary Account Details” screen.

Marketing

Select this option if the user wants to make the customer a part of the marketing activities like mailers on promotions and discounts.

Electronic Id

Enter the electronic code of the security user. A unique code of a maximum 40 alphanumeric characters can be entered.

This code is used if the user uses magnetic card to find out customer details in system instead of manually entering a customer id and other details.

This field is not visible, if subsidiary is enabled. It displays in “Subsidiary Account Details” screen.

Payment Type

Displays the payment types defined in the system.

This field is not visible, if subsidiary is enabled. It displays in “Subsidiary Account Details” screen.

Is GDPR

Select this field to mark customer as Forget Customer (To junk customer data)

Is Tax Free

Select this option if the customer is Tax Free.

This field is not visible, if subsidiary is enabled. It displays in “Subsidiary Account Details” screen.

Address

Address

Displays the address of the customer. Click … to open the Address screen and enter the address details.

Billing Address

Displays the billing address of the customer. Click the Billing Address button to setup the address.

Shipping Address

Displays the shipping address of the customer. Click the Shipping Address button to setup the address.

Loyalty Points Information [Loyalty Points Information fields are not available while creating a new loyalty customer. When an existing loyalty customer is searched and opened in edit mode, these fields are displayed.]

Membership Group

Shows the name of membership group to which the customer belongs.

Current Level

Shows customer’s current level.

Total Points Awarded

Shows the total loyalty points that the customer has earned until that date.

Total Currency Awarded

Shows the total loyalty currency that the customer has earned until that date.

Total Points Redeemed

Shows the total loyalty points that the customer has redeemed until that date.

Total Currency Redeemed

Shows the total loyalty currency that the customer has redeemed until that date.

Available Points

Shows the total available loyalty points.

Available Currency

Shows the total available loyalty currency.

Available Redeemable Currency

Shows the redeemable currency against the loyalty points that customer has.

Total Expired Points

Shows the total points that has expired until that date.

Total Expired Currency

Shows the total currency that has expired until that date.

Buttons

Billing Address

This button enables to specify the billing address of the customer. Click this button to open the Address Search screen and select the address.

Shipping Address

This button enables to specify the shipping address of the customer. Click this button to open the Address Search screen and select the address.

Comment

This button enables to enter additional free text related to the customer. Click this button to display the Comment Screen.

Account Details

This button enables to enter the credit limit for the customer. The Accounts Receivable screen is displayed on clicking the button.

If subsidiary is enabled, it displays subsidiary wise credit limit.

Contacts

This button allows user to setup the contact details of the primary contact for the customer or the vendor.

Loyalty Point Details

This button allows user to view the points awarded against the transactions and  view the points and amount redeemed by the customer. Also   know the expiry date of the points awarded.

OK

This button updates changes to the database and closes the screen.

Cancel

This button does not save any changes and closes the screen.