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 4930 Adding New Customers New customers can be added from the Customer screen, accessed in two different ways. Either access by pressing F6 or... 0 4705 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 4052 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 3917 Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 3 3893 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 3767 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 3488 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 3484 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 3457 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 3251 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 2913 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 2801 Combining Customer Files To merge transactions from one customer to another duplicated customer, go to the customer section. Select “Merge Transactions” from “More”... 2 2556 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 2480 Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 2375 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 2360 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 2301 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 2244 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 2190 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... 1 2166 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 4930
Adding New Customers New customers can be added from the Customer screen, accessed in two different ways. Either access by pressing F6 or... 0 4705
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 4052
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 3917
Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 3 3893
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 3767
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 3488
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 3484
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 3457
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 3251
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 2913
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 2801
Combining Customer Files To merge transactions from one customer to another duplicated customer, go to the customer section. Select “Merge Transactions” from “More”... 2 2556
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 2480
Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 2375
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 2360
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 2301
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 2244
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 2190
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... 1 2166
