Search For Search Home Knowledge Base Customers Adding New Customers New customers can be added from the Customer screen, which is accessed in two different ways. Either access by pressing... 0 2557 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... 0 2458 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... 0 1842 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 1836 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 1801 Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 1 1706 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 1681 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... 0 1605 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 1595 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 1346 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 1290 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 1220 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 1212 Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 1203 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 1191 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 1078 Combining Customer Files To merge transactions from one customer to another duplicated customer, go to the customer section. Select “Merge Transactions” from “More”... 1 1063 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 1059 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 1046 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... 0 689 Next Page »
Adding New Customers New customers can be added from the Customer screen, which is accessed in two different ways. Either access by pressing... 0 2557
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... 0 2458
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... 0 1842
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 1836
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 1801
Importing Customers from a List 1.Download the Excel template file here. 2. Open the Excel file to view the example template. ... 1 1706
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 1681
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... 0 1605
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 1595
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 1346
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 1290
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 1220
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 1212
Printing Mailing Labels Labels for mailing / shipping can be printed from the customer screen. Select Customers from the menu bar to get... 0 1203
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 1191
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 1078
Combining Customer Files To merge transactions from one customer to another duplicated customer, go to the customer section. Select “Merge Transactions” from “More”... 1 1063
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 1059
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 1046
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... 0 689
