Retailer allows you to assign customers to particular Categories and Interests, which can then be used for reporting as well as the Marketing module.
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For more information about the Marketing module, click HERE.
Setting Up Customer Interests
- On the top menu bar of Retailer, click on Setup -> Customer.
- Click on the Interests tab.
- Click on the Add button at the bottom-left.
- Type in a description of the interest eg. Plush, Lego, Diamonds etc.
- Repeat steps 3-4 to add more.
- When you've added all of your customers’ interests, click Save.
Setting Up Customer Categories
- On the top menu bar of Retailer, click on Setup -> Customer.
- Click on the Categories tab.
NOTE: There is another tab called Account Categories on this screen. This is not the tab to click on. You will find Categories to the left of Account Categories. - Click on the Add button at the bottom-left.
- Type in a description of the category eg. Senior, Professional, Enthusiast etc.
- Repeat steps 3-4 to add more.
- When you've added all of your customer categories, click Save.
Placing Customers in Category and Interest groups
- From the main screen of Retailer, click on the Customers icon.
- Click on the Other tab.
- Select the categories and/or interests from the drop-down boxes.
- Once completed, press Save.