Default Settings when Adding a Customer

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

  1. From the Main Screen of Retailer, click Setup → System → Customers
  2. In the When Adding New Customers section, Choose between:
    1. Allow Account / Non-Account Customers - Defaults to Account Customer. Allows switching between Account and Non-Account customer
    2. Add them as Account Customers - Defaults to Account Customer.
      1. Customer Screen locked to Account Customer when adding.
      2. Add Customer Screen defaults to Account Customer and can be toggled.
    3. Add them as Non-Account Customers - Defaults to Non-Account Customer.
      1. Customer Screen locked to Non-Account Customer when adding.
      2. Add Customer Screen defaults to Non-Account Customer and can be toggled.
  3. Click Save

Account Customer Aging Type

  1. From the Main Screen of Retailer, click Setup → System → Customers
  2. Below the When Adding New Customers section, Choose a Default Aging Type for new Account Customers
  3. The available Aging Types are:
    1. 7 Days
    2. 30 Days
    3. End of Month
    4. End of Following Month
    NotesNOTE: This setting only applies to Account Customers. See Understanding Account Customers and Customer accounts and statements - How it works
  4. Click Save.

Discount Voucher Category

If you have Discount Vouchers setup, you can set a default Discount Voucher Category to be set for new Customers
  1. From the Main Screen of Retailer, click Setup → Customers
  2. Click on the Discount Voucher Categories tab.
  3. For the Discount Voucher Category you wish to be added to new Customers tick 'New Customer Default Category'

Loyalty Customer

If you have Loyalty Points setup, you can set New Customers to be enabled as Loyalty Customers 
  1. From the Main Screen of Retailer, click Setup → Loyalty
  2. Click on the More button
  3. Tick Save new Customers as Loyalty Customers
  4. Click Save and Close

Allow SMS

This setting enables SMS messages to be sent to a Customer. See Automatically / Manually Sending SMS Alerts
  1. From the Main Screen of Retailer, click Setup → System → Customers
  2. Tick or Untick 'Always Tick SMS when adding a customer'
  3. Click Save

Address Details

A default Country, State, Suburb, Postcode can be set to prefill these details when adding a Customer.
  1. From the Main Screen of Retailer, click Setup → System → General
  2. Set the Default Country, Default State, Default Suburb and Default Postcode as required.
    3. NotesNOTE: Leave the option blank to stop prefilling when adding a Customer
  3. Click Save


Checking for Duplicate Email / Mobile Numbers

By default, when adding a new customer Retailer will prevent you from using the same email or mobile number as an existing customer. To turn this feature off and allow duplicate emails/mobiles:
  1. From the Main Screen of Retailer, click Setup → System → Customers
  2. Tick 'Allow Duplicate Email' or 'Allow Duplicate Mobile' as required.
  3. Click 'Save'.
Plus Addressing for duplicate Email Addresses
If you have multiple Customer Profiles with the same email address, another option is to use 'Plus Addressing' instead of disabling the duplicate email check.
'Plus Addressing' is a feature that allows you to create multiple distinct email addresses that all send to the same address.
This is done by adding a plus "+" symbol followed by a Tag (any word) before the at "@" symbol in the email address
For example, support@towersystems.com.au and support+company@towersystems.com.au would both send to support@towersystems.com.au without being marked as duplicate emails