Customer Database

This article will show you how to add/edit/view customers

In this article

• Add a Customer – via Back Office
• Add a Customer – via POS
• Edit a Customer – via Back Office
• Edit a Customer – via POS
• Search for a customer in POS
• View Customer details in POS

Add a Customer – via Back Office

1. On a web browser, log in to your Aptimyz account
2. Select Customers
3. Select Add Customer
4. Select Add a New Customer
5. The following fields are mandatory

            a) Name
           b) Surname
           c) Phone
          d) Email 
               

   6. Tick the Marketing Allowed button if the customer accepts marketing

   7. Email Receipt to customer enables automatic receipts emailing

    8. For Company Customers – click on the small down arrow beside Company information and           complete the Company Name
    9. For Account holders (either deposit or credit accounts) - click on the down arrow beside                  account information and add any Account Balance and Credit Limit.

        a) For Credit Customers – the account balance will usually be a negative number, to                              represent the debt the customer has with your company and the Credit Limit will be a                     positive amount of the credit limit your customer has with your company.
        b) For Deposit Customers – the account balance should always be positive and the credit                    limit will be 0.00

     10. Select Save

Add a Customer – via POS

1. On the Clover equipment, log in to your Aptimyz app
2. Tap Customers
3. Tap Add Customer
4. Tap Personal or Business
5. For Personal customers - the following fields are mandatory

                a) First Name
                b) Last Name
                c) Phone and/or Email (this can be “created” by using the telephone number of the                                 customer, if they do not have an email address)

     6. For Credit Account customers - the following fields are mandatory
                a) Company Name
                b) Email

Edit a Customer - via the Back Office

1. On a web browser, log in to your Aptimyz account
2. Select Customers
3. Select Search

                 The Search box will return a list of customers from a single letter or number, as you                           type more characters, the results will be reduced.
                 Input any set of letters or numbers that are contained in the following fields: a. First                         Name b. Last Name c. Company Name d. Email address e. Phone number

    4. Select the Customer by clicking on View

    5. Navigate to the correct field and edit as required.

    6. Save

Edit a customer – via the POS

1. On the Clover equipment, log in to your Aptimyz app
2. Tap Customers
3. In the search box – type at least 4 characters from the name, the company name, the phone number or the email address.
4. Tap on the Customer to edit
5. Tap Edit
6. Tap in the box that needs editing, or using the tabs on the top of the screen, navigate to the correct page
7. *Save *

Search for a customer – via the POS

1. On the Clover equipment, log in to your Aptimyz app
2. Tap Customers
3. In the search box – type at least 4 characters from the name, the company name, the phone number or the email address.
4. Tap on the customer required

View Customer details - in the POS

1. On the Clover equipment, log in to your Aptimyz app
2. Tap Customers
3. In the search box – type at least 4 characters from the name, the company name, the phone number or the email address.
4. Tap on the Customer to view
5. Using the tabs on the top of the customer page, you can see further details about the customer and their transactions.

This is the end of the article