Purpose

The Customer Menu is used to create and maintain a database of Customers, Accounts, Gift Cards, and Loyalty Plans.  Extensive customer demographic and purchase history information is available for individual customers via the Loyalty Information tab on the Customer, Account and Loyalty Windows. The Customer Module is an optional Module that must be purchased to be active.  Note: Up to 25 Customers are allowed before the module must be purchased.

 

Accessing the Customers Window

While in Focus Setup, select Customers.

Figure 3.0 Customers Menu List

 

Figure 3.1 Customers Menu List Options

Option	Description
Accounts	Add, remove and maintain Accounts.
Cities	Add, remove and maintain Cities.
Coupons	Add, remove and maintain Loyalty coupons.
Customers	Add, remove and maintain Customers.
Loyalty	Add, remove and maintain Loyalty options.
Phone Prefixes	Add, remove and maintain Phone Prefixes.
Plans	Add, remove and maintain Loyalty Plans.
Streets	Add, remove and maintain Streets.
Zones	Add, remove and maintain delivery Zones.

 

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