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Posted by Matt on January 11, 2006, 4:52 pm
Please log in for more thread options Hi Jeff,
Thanks! Our intention is to make our own loyalty cards with a barcode on the
back. This will save a significant cost in both cards and hardware needed to
read the cards.
Thanks for the help!
Matt
"Jeff" wrote:
> Matt,
>
> Sorry, yes, there are in Customer options. My memory is sometimes fading.
>
> There is no need for the Find window to pop-up, just check Require _and_
> Prompt for Customer selection in Customer Options and make sure that in
> Options | General | the Don't remember list sorts is checked. It will then
> always sort by the first column on any list. If this is a problem
> elsewhere, leave it unchecked and you _may_ have the click on the Account
> Number column header before scanning the card. This is assuming that the
> number on the card represents the Account Number, which it should.
>
> Do you already have the cards printed? If not, make sure to have the
> Account Number bar code and/or the mag stripe scannable. A bar code will
> always work, a mag stripe may have to be specially designed and created or a
> second mag stripe reader will be required.
>
> Mag stripes are usually formatted like a credit card is, you _do not_ want
> this!! You want a mag stripe to contain only the Account Number and an
> enter symbol. If you cannot get your card maker to do this, then you will
> need a second mag stripe reader at each register. Before you have hundreds
> printed and encoded, test an actual card first!!
>
> My recommendation is to print your cards with the Account Number only as a
> bar code, not a mag stripe, and with the numbers also printed on the card.
> It will be easier and cheaper.
>
> --
> *
> Hi Jeff,
>
> I'm trying to do something similar with a client. We want to require
> customer information before every sale, so we can more accurately focus
> marketing emails, etc. I went into Configureation, Options, POS Options, but
> there is nothing there to Promt or Require Customer for Order. There is an
> option like that in Customer Options, which is already selected.
>
> What I mainly am looking for is that as soon as the cashier logs into POS
> (login required for each transaction), the Find Customer window pops up and
> the cashier can scan the loyalty card so that each sale is associated to a
> customer (or dummy customer if they do not have or do not want loyalty
> information). Is this possible?
>
> Thanks,
> Matt
>
> "Jeff" wrote:
>
> > Kinnard,
> >
> > How about prompting/requiring a customer? If you are going to require
> > one,
> > be ready to have some bogus ones. SO Manager | File | Configuration |
> > Options tab | POS options | Prompt or Require customer for orders.
> >
> > As far as reporting, there is a Detailed Sales with Customer Address on
> > CustomerSource. CS is down right now, but look for it in the SO Modified
> > reports. You will want to change the format a little, then either
> > Memorize
> > it or Modify it manually. Get rid of all of the customer address except
> > the
> > zip code. Drag the zip code to the first column on the left and then
> > collapse all groups for sales $. I've attached a Top Items with Zip Code
> > report that I am working on right now.
> >
> > Can't seem to sort on zip code and $ on opening, but by clicking on the
> > Zip
> > Code header, it re-sorts by Zip Code and $.
> >
> > See if it works out.
> >
> > --
> > *
> > I have a customer who wants to track his customer's home zip codes to
> > determine the demographics of his customer basee. Many large chains do
> > this,
> > i.e., Home Depot, Best Buy. It would need to be an enforced entry for the
> > cashier so they would not forget to ask. We would set up a dummy zip code
> > for any customer who does not want to give zip code. Obviously we would
> > need
> > reporting capability. Is there an add-in for this or does anyone have a
> > "work-around" to capture and report on this data? Thanks for your time
> > and
> > knowledge
>
>
>
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