Different Business Details On Statements For Certain Customers

Retailer allows you to create different store names with separate details, which you can assign to specific customers. This means certain customers will receive statements with a different business address or banking details.

Store Names are a different concept from Store Locations, which are used by customers in a multi-store setup. For more information on Store Locations for multi-store setups, click HERE.

Setting Up A New Store Name

1. On the top menu bar of Retailer, click on Setup → Store Names.
2. Click on Add.
3. Type in the store details, as required.
   
4. Click Save.

Editing an Existing Store Name

1. On the top menu bar of Retailer, click on Setup → Store Names.
2. Use the blue arrow buttons to navigate to the particular store name.
3. Type in the store details, as required.
4. Click Save.

Assign Customer to the Store

1. From the main screen of Retailer, click on the Customers icon.
2. Click on the magnifying glass 🔎︎ at the bottom of the customer screen and select the particular customer.
3. Click on the Postal tab on the bottom-left side of the screen.
4. In Store Name, select the particular store name from the drop-down box.
5. Click Save.
   

• Related Articles

• Add Banking Details for Customer Statements / Invoices / Receipts

  On the top menu bar of Retailer, click on Setup -> System. Click on the Accounting tab. In Banking Details, type in your bank account details. Click Save and Close. The banking details should now show up on Customer statements / invoices / receipts. ...

• Settings for Multi Store

  The settings for Multi Store setups (all Cloud hosted sites are Multi Store) can be managed in this screen. It is grouped broadly into three parts: Stores, Utilities, and MS Outpost. Beneath them, there are options relating to how stock is generally ...

• Change phone, fax, email & website on Receipts

  We have a video guide going through the system settings that affect the Point of Sale - ? Point Of Sale - Settings Certain Business Details that show on Receipts, Customer Quotes/Proforma/Invoices and Customer Statements can be changed in Retailer. ...

• Store Order Report

  This is for Multi-store customers only. The Store Order Report displays information about items transferred from one store location to another, but only if they have been accepted or received at the destination store. Accepting and receiving ...

• Redeeming Ecommerce Vouchers in Store

  To be able to redeem an online voucher in-store you will need to do the following: Setup You will need to create a payment type for your online vouchers. So to Setup -> General -> Payment Types. Click Add to create a new payment type Enter a name for ...