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 4251 Adding New Customers New customers can be added from the Customer screen, accessed in two different ways. Either access by pressing F6 or... 0 4099 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 3438 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 3334 Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 2 3300 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 3229 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 2921 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 2850 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 2733 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 2662 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... 2 2367 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 2331 Combining Customer Files To merge transactions from one customer to another duplicated customer, go to the customer section. Select “Merge Transactions” from “More”... 2 2108 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 2054 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 1978 Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 1966 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 1906 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 1848 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 1848 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 1634 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 4251
Adding New Customers New customers can be added from the Customer screen, accessed in two different ways. Either access by pressing F6 or... 0 4099
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 3438
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 3334
Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 2 3300
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 3229
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 2921
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 2850
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 2733
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 2662
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... 2 2367
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 2331
Combining Customer Files To merge transactions from one customer to another duplicated customer, go to the customer section. Select “Merge Transactions” from “More”... 2 2108
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 2054
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 1978
Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 1966
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 1906
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 1848
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 1848
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 1634
