Newsagency - Customer
Stops & Starts - Temporarily Stop a Customer's Delivery or Putaway Orders
This is for Newsagencies Only Sometimes customers will not want their regular orders delivered for a set period of time - most commonly because they will be away on holiday. Stops & Starts allows you to temporarily stop a customer's delivery or ...
Publisher Credits Task
This is for Newsagencies Only This feature allows you to manage the publisher credits on customer subscription orders for magazines and newspapers, in bulk. Using this, you can allocate customer subscriptions with different publisher credit amounts. ...
How To Preview Customer Statements Without Saving
Preview customer statements without saving them: From the main screen of Retailer, click on Customers and select Customer Statements. Untick the box labelled Save Statements. Click on Preview.
How to Add a Statement Fee
From the main screen of Retailer click on Setup -> Customer and then click on the Statement Types tab. In this screen use the blue arrows at the bottom of the screen to find the statement type you wish to apply the fee to. Once you have located the ...
Customer Statements Setup
Statement Types This section allows you to customize multiple statement types, each with different forms of information, and later assign them to specific customers. Click HERE to learn more about Statement Types. Once the statement types have been ...
Customer Billing
This is for Newsagencies Only The customer billing routine should be run each Sunday, or soon after. It charges all of your customers for their home delivery orders, delivery fees, and any putaways charged to their account. Important Points Customer ...
Master & Linked Customer Accounts
Retailer has the ability to link different customer to each other and provide them with a combined statement. This is especially useful for family accounts where multiple people purchase things from the store, as well as businesses with various ...
Charging/Removing Late Fees
You can charge late fees for customers and subagents who do not pay their statements before the next statements are printed. Charge Late Fees From the main screen of Retailer, click on Customers -> Overdue Accounts -> Charge Late Fees. To apply the ...
How To Enter A Delivery Miss / Non Arrival
This is for Newsagencies Only If a customer paper is missed by the delivery driver or stolen and the paper is not replaced for the customer you can enter a Delivery Miss into Retailer so the customer is not charged. Follow these steps: From the main ...
Adding a Putaway or Hold Order for Customers
This is for Newsagencies Only New Putaway Through the Customer Screen From the Customer Screen, click on the magnifying glass icon. Locate and select the customer that you want to create a putaway/hold for. Click on the Orders button at the bottom of ...
How to Add a New Customer Delivery Order
This is for Newsagencies Only Adding a New Customer Order From the main screen of Retailer, click on the Customers. Click on the magnifying glass button to find the customer that you want to add the order to. Click on Orders at the bottom of the ...
Putaway Barcode Not Printing
This is for Newsagencies Only Customer orders use a particular parent item and a putaway barcode label is generated when that magazine is arrived. Therefore, if a magazine meant for a putaway is linked to an incorrect parent item, the putaway barcode ...
Customer Billing Audit Trail
This is for Newsagencies Only The Customer Audit Trail report is generated as part of the customer billing process and provides a listing of customer charges based on their delivery/putaway orders for that week. The charges here DO NOT INCLUDE ...
Undo Billing and Statements for Customers / Subagents
This is for Newsagencies Only Undo Customer Billing If your customer billing process was done too far ahead or if titles were not charged correctly, you will need to undo the billing. If the charges have already appeared on customer statements, you ...
Charging Different Prices for Customer Delivery / Putaway Orders Using Price Columns
This is for Newsagencies Only Price columns can be used to charge different price points for publications. For example, when you want to do a discount offer on a subscription or when you want to charge a higher price due to the distance of delivery. ...
Customer Putaway Management
This is for Newsagencies Only This utility allows you to keep track of what putaways are in your system that have not been collected or are on backorder as well as deleting or modifying a putaway. To access the Putaway Management Screen, from the ...