Customers
Importing Batch Payment file
In Retailer 3.2, a feature was introduced that allowed you to make batch payments to customers. This can be done through the Batch Payment screen in Retailer. The file needs to be saved onto your computer first. This can be any CSV file with the ...
Default Settings when Adding a Customer
When adding a new customer, the default customer settings are used to prefill some information in the customers profile Account or Non Account Customer From the Main Screen of Retailer, click Setup -> System -> Customers In the When Adding New ...
Invoice Balance Adjustment
This function should not be used unless specifically instructed to do so by Tower Support. This allows an existing invoice for a customer to have its balance owing reduced (potentially zeroed out). It does not write-off the invoice, and it does not ...
Recurring Invoices - Schedule Regular Invoices to Automatically charge Customers
New to Retailer 3.3, you can now create recurring invoices that will automatically be charged to customer accounts every day, week, month, quarter or year. These invoices will automatically appear on the customer's account, and will be no different ...
Automatic Start Stop Newsagency files import
This is for Newsagencies Only Contact Tower Support before changing any settings on this screen. This feature can be used to automatically import start/stop files for customer paper/magazine orders, but the supplier needs to provide files in a ...
Automatically Complete Customer Addresses using Google Address
Starting with Retailer 3.2.2, Retailer can now automatically complete customer addresses based on data from Google Maps. For example, typing '3A Lyn' into the 'Google Address' field when adding a new customer is enough for Google to find '3A Lynch ...
Managing Customer Identification
Retailer allows you to record identification information for customers on their account, to assist in any transactions that may require ID checks. This could be particularly relevant for businesses that sell tobacco products and alcohol (age check), ...
Print or Email Customer Invoices and Receipts (also in bulk)
In the Customer screen, you can email or print out a customer's invoices/receipts from a button near the bottom right of the screen. This can be done in bulk as well. To email invoices/receipts, your email needs to be setup in Retailer first. Click ...
Changing Customer Menu or Pay Menu Buttons
Customer Screen Menu In the Customers screen, when looking at a Customer account, a menu can be used to perform actions on the account such as paying the account, running a report, or starting/stopping newspaper runs. You can change what options ...
Credit Card Data in Retailer
In the past, we allowed you to store customer credit card data for various convenience related reasons. However given recent hacks etc it is no longer feasible to allow you to store this data against customers in Retailer. In version 3.2 this data ...
Refunding an amount from a customer's balance to cash/card
For help refunding a cash sale, click HERE instead. For help refunding an invoice to a customer's account, click HERE . If an account customer is in credit in Retailer and wants the balance refunded to cash or credit, there is no direct way to ...
Importing Centrepay file
Setting up CentrePay From the main menu screen of Retailer, click Customers in the menu at the top and then Batch Payments. Click Import and then CentrePay Setup. In Import Payment Type select from the drop down which paytype should be used for ...
How to Merge Customers
There may be times when a customer is added twice and needs to be merged. Backup your data prior to performing the following, as this process is irreversible. From the Main Screen of Retailer, Click Utilities in the top menu bar. Click Merge ...
Change Customer Barcodes
If required, you can change the barcode which is automatically generated when a new customer is created. This might be because you have got pre-printed customer cards \ loyalty which have their own barcode on them. Click HERE to learn more about ...
Print Customer Labels \ Barcodes from Retailer
Retailer gives you the ability to print a label with a barcode for each of your customers. This could be used to create a loyalty or customer card. You could then stick the barcode label onto a pre-printed loyalty or customer card, ready for use by ...
Setting up add customer screen
You can customize the screen when adding new customers to remove any information that isn't needed for your customers. Click on Customer > Search > Add This will bring up the New customer details screen. Click on the settings cog at the top right. ...
Overdue Account Reminder Messages
The Overdue Account Messages screen lets you manually send reminder messages via SMS or email to selected customers with overdue invoices on their account. For information about setting up an SMS Account, click HERE. For information about setting up ...
Customer accounts and statements - How it works
Account customers will have aged balances on their account, which depends on the Aging Type on the account. This will then affect how statements and invoices calculate and show due dates (which relates to payment terms). The Aging is set in the ...
Batch Payments
Retailer allows you to process a large number of customer payments (direct debits, cheques etc.) through a single screen called Batch Payments. To access and process Batch Payments: From the main screen of Retailer, click on Customers -> Batch ...
EDI Files for Customers
This feature allows users to generate electronic delivery dockets (DD2) for customers and subagents. Retailer will attach DD2 and PDF files created from Invoices/Delivery Dockets to emails sent to chosen customers. The DD2 format used is the EDI ...
Resetting Customer Balances and Calculated Until Dates
The Customer Go Live process sets customer and subagent balances, as well as customer or subagent calculated until dates. You can also use this to reset customer and subagent balances to zero, very useful for selling or restarting the business. ...
Setting Up A Maximum Credit / Account Limit For A Customer
Credit limits can be set up for individual customer accounts to prevent new charges from being added to their account if they owe more than a set amount or fall too far behind on payments. From the main screen of Retailer, click on ...
Automatic Discounting For Sales To Specific Customers
The customer discount profile section of the customer screen allows you to set up discount settings for individual customers. This is extremely useful for VIP customers or customers who are a part of a discount-based loyalty program. You can even set ...
Using Different Shipping Addresses on Customer Invoices
You can save an unlimited number of addresses for each customer. You can add an additional address in the customer screen, then enter and save or discard any numbers of addresses when invoicing a customer. Adding a Shipping Address to a Customer From ...
Different Business Details On Statements For Certain Customers
Retailer allows you to create a different store name with different details that you can then set for specific customers. This means that you can have particular customers that get statements with a different business address or banking details. ...
Making Payments to Customer Accounts
To make payments towards a customer's account, you can access the Customer Payment Menu through the following methods: From the Point of Sale screen: On the main screen of Retailer, click on the Point of Sale icon. Press the Customer Payment button. ...
How To Delete A Customer
Before Deleting a Customer The customer must have a $0.00 balance Click HERE for instructions on how to use Balance Adjustments to zero out a customer's balance. A deleted customer CANNOT be recovered. To Delete a Customer From the main screen of ...
How to Add a Customer
We have a video guide on configuring new customer-specific settings and how to add new customers - ? Adding Customers There are 2 ways to add a customer in Retailer: Customer Screen Find Customer Screen Customer Screen On the main screen of ...
Perform Cash Sale For Account Customer
Account customers are defined in Retailer as customers who can purchase goods on an account and pay that account at a later date. Click HERE for more information about account customers. By default, any sale to an account customer is processed as an ...
Understanding Account Customers
With an account customer, you can perform the following: Perform invoice sales to their account, to which they can pay at a later date. Send statements to show their outstanding account balance/debts. (Newsagencies) Create delivery/putaway orders for ...
Setting Up Customer Categories and Interests
Retailer allows you to assign customers to particular Categories and Interests, which can then be used for reporting as well as the Marketing module. For more information about the Marketing module, click HERE. Setting Up Customer Interests On the ...
Making Payments to Specific Customer Invoices
Access the Customer Payment screen through one of three ways: In the Point of Sale screen, click on the Customer Payment button or press [F11] on your keyboard. Then, search for and select the particular customer. OR In the Customer Screen, search ...
Export Customer List from Database (Retailer)
You can export a list of customers to an Excel file (spreadsheet) through the export data utility. Click the Utilities menu from the top of the main screen of Retailer, then Import/Export Files and then Export Data. Options You can limit the ...
Customer Tags
Customer tags in Retailer allows you to add another layer of categorisation in marketing tools, beyond that of categories and interests. Creating and Assigning Tags From the main screen of Retailer, click on Customer > Customer Screen. Click on the ...
How do I do balance adjustments to Customer accounts?
To manually change a customer’s account balance, the easiest way is via a Balance Adjustment. The Balance Adjustment function can be used to write off bad customer debt. The adjustment will create a transaction that pays or charges the account. This ...
How do I remove a customer/account/layby payment?
Mistakes happen and it may be necessary to remove a payment accidentally made to a customer account or a layby. Things to be aware of: The payment cannot be removed if it has appeared on a customer statement. If the payment was done on a previous ...
How do I manually allocate customer credits?
Disable Automatic Credit Allocation First, you need to have the automatic allocation of credit option disabled. From the main menu screen of Retailer, go to Setup -> System in the menu at the top. Click the Customers tab. Untick the box that reads ...