Search For Search Home Knowledge Base Customers Adjusting Store Credit Balance If you ever need to change customer’s store credit balance, you can sell an adjustment SKU and make payment by... 1 3884 Adding New Customers New customers can be added from the Customer screen, accessed in two different ways. Either access by pressing F6 or... 0 3770 Creating Mailing Label or Membership Card The mailing label designer can be launched from the Print / Export Mailing Label menu. 1. Login to the system and access the... 0 3114 Customer Emails – Using a Template 1. Create a HTML file name starts with EmailTemplate_ (eg, EmailTemplate_Customer) put it into c:\woopos folder. The contents of the... 1 3041 Importing Customer Points, Store Credit and AR Download the Excel template file here. To import values for Points, Store Credit and AR you have to make sure you match-up... 0 2956 Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 2 2948 Mass Updating Customers from a List You can mass updating customers by having the customer ID of the existing customer in one column and the customer information... 0 2689 Checking Reward Points Balance Once a customer has accumulated reward points from purchases, the balance of points can be viewed from the customer info... 1 2464 Sending AR Statements By Email To send monthly A/R statement by email to all customers, first, create an email template HTML file name starts with... 0 2416 Setting Up Customer Store Membership and Customer Discounts This article is intended to help you create a system where customers with a store membership receive discounts on your... 1 2404 Exporting Customer Email Addresses To export the email addresses of all your customers: 1. Login to the system and access the customers menu. Press the More button. A menu... 1 2125 Creating and Using Sub-Customers Sub-customers are useful for situations where you have a business with multiple contacts which you want to keep track of.... -1 2068 Combining Customer Files To merge transactions from one customer to another duplicated customer, go to the customer section. Select “Merge Transactions” from “More”... 2 1891 Displaying Customer A/R Balance To display customer A/R balance, select the Customers icon from the main menu. Select the customer whose account balance you... 0 1868 Creating A/R Groups Grouping customers for AR reports: 1. Login to the system and access the customers menu. 2. Select a customer to create the... 0 1788 Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 1780 Printing A/R Statements You can print a customer’s AR statement from the customers screen. Select the customer whose account you would like to... 0 1723 Aging A/R Interest A/R interest can be aged from the Customers screen. From the customer screen, press More in the top right... 1 1660 Print and Export Mailing Lists To print and export mailing lists, mailing labels and envelopes as well as customer lists, first: 1. Login to the system and access... 0 1589 Making customers visible only to their sales rep You can separate customers’ list so the salesperson can view their own customers by these settings. Create an employee attribute... 0 1425 Next Page »
Adjusting Store Credit Balance If you ever need to change customer’s store credit balance, you can sell an adjustment SKU and make payment by... 1 3884
Adding New Customers New customers can be added from the Customer screen, accessed in two different ways. Either access by pressing F6 or... 0 3770
Creating Mailing Label or Membership Card The mailing label designer can be launched from the Print / Export Mailing Label menu. 1. Login to the system and access the... 0 3114
Customer Emails – Using a Template 1. Create a HTML file name starts with EmailTemplate_ (eg, EmailTemplate_Customer) put it into c:\woopos folder. The contents of the... 1 3041
Importing Customer Points, Store Credit and AR Download the Excel template file here. To import values for Points, Store Credit and AR you have to make sure you match-up... 0 2956
Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 2 2948
Mass Updating Customers from a List You can mass updating customers by having the customer ID of the existing customer in one column and the customer information... 0 2689
Checking Reward Points Balance Once a customer has accumulated reward points from purchases, the balance of points can be viewed from the customer info... 1 2464
Sending AR Statements By Email To send monthly A/R statement by email to all customers, first, create an email template HTML file name starts with... 0 2416
Setting Up Customer Store Membership and Customer Discounts This article is intended to help you create a system where customers with a store membership receive discounts on your... 1 2404
Exporting Customer Email Addresses To export the email addresses of all your customers: 1. Login to the system and access the customers menu. Press the More button. A menu... 1 2125
Creating and Using Sub-Customers Sub-customers are useful for situations where you have a business with multiple contacts which you want to keep track of.... -1 2068
Combining Customer Files To merge transactions from one customer to another duplicated customer, go to the customer section. Select “Merge Transactions” from “More”... 2 1891
Displaying Customer A/R Balance To display customer A/R balance, select the Customers icon from the main menu. Select the customer whose account balance you... 0 1868
Creating A/R Groups Grouping customers for AR reports: 1. Login to the system and access the customers menu. 2. Select a customer to create the... 0 1788
Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 1780
Printing A/R Statements You can print a customer’s AR statement from the customers screen. Select the customer whose account you would like to... 0 1723
Aging A/R Interest A/R interest can be aged from the Customers screen. From the customer screen, press More in the top right... 1 1660
Print and Export Mailing Lists To print and export mailing lists, mailing labels and envelopes as well as customer lists, first: 1. Login to the system and access... 0 1589
Making customers visible only to their sales rep You can separate customers’ list so the salesperson can view their own customers by these settings. Create an employee attribute... 0 1425
