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Customer Accounts

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Your PayGo Software includes a Customer Account feature that allows you to create your own customer loyalty or frequent buyer programs. In addition, PayGo uses MailChimp integration, or PayGo MC, so you can create direct marketing campaigns tailored to your store’s individual needs.

For more information on PayGo MailChimp, including features and subscription information, see PayGo MailChimp.

Creating a New Customer Profile

To create a new customer profile, click the New Customer button on your central Customers screen, accessed via the Menu button. 

This will take you to the Customer Entry screen.

Note: You can also create a new customer profile during a sale. On your Sales Screen, click the New button next to the Customer Search field. This will also take you to the Customer Entry screen.

Across the top of your Customer Entry screen, you will see several buttons. 

 

Back: This will close out the Customer Entry screen. All information will be saved automatically.

Customers Central: This will open your central Customers screen.

History: Clicking this button will open the Sales History screen for the customer you are viewing. The Sales History screen will show you every purchase the customer has made, organized by invoice ID, item ID and name, quantity, date posted, and totals for the sale. If you are creating a new customer entry, there will be no sales history to view.

Subscribe: Clicking this button will add the customer to your PayGo MailChimp marketing campaigns. Note: in order to add the customer to PayGo MailChimp, you must enter a valid email address. 

Move ID: Clicking this will allow you to move the customer whose profile you’re viewing to an existing account in case of a dual entry.

Credits: This button will show you if the customer has any outstanding store credits or gift certificates/cards on file.

S/N Items: This will show you if the customer has purchased any items with assigned serial numbers. Clicking this button will bring up the Serial Numbers screen, where you can view purchased serial numbered items organized by the item’s name and serial number, the date the item was received along with its purchase order number, the date the item was sold to the customer and it’s invoice ID, and the cost of the item.

Label: This will allow you to print out the customer’s information. This can be useful if you use any type of membership card for your stores.

Below the buttons, there are nine tabs.

Information Tab: This is where you can enter all basic information for the customer. This includes fields for the customer’s name, company or organization, and contact information. You can also import an image of the customer, as well as any relevant comments. There is also a field to create a customer account number, and their tax type and latest transaction.

Ship To/Bill To Tab: This tab is for your customer’s shipping and billing information. If they are the same address, click the Pencil icon next to the completed address to copy it automatically to the other fields.

Marketing Tab: This is where you can enter personalized information for your marketing campaigns. You can set what type of customer the account is for (Lead, Customer, or Inactive) and a field for a corresponding website. Underneath this there are five lines for marketing classifications, with four fields each. The titles for these fields can be edited by clicking the Edit Marketing Field Titles button at the bottom of the screen.   You can also enter in a customer Representative and Birthday for the customer, as well as any additional comments.

Contacts Tab: This is where you can enter additional contact names and phone numbers for the customer.

Freq Buyer Tab: This is where you can see all frequent buyer information for the customer. You can choose to include the customer in your frequent buyer program within the Include This Customer? field, and your PayGo software will automatically add points within this tab for every qualifying purchase the customer makes.

Discount Tab: This tab will show you if the customer is enrolled in any type of discount program. You are able to select the discount you’d like to use from a list your predefined discount programs.

For more information on discount programs, see Setting Up Discounts in PayGo.

Global Notes Tab: This is where you can add in any additional notes you may have for the customer.

Linked Consignor Tab: If your customer is also a consignor for your store, you can link their customer profile to their consignor account in this tab. There are fields for the consignor name, address and contact information, as well as a Jump to Consignor button that will bring you to the consignor’s Vendor/Consignor/Manufacturer Entry screen.

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