Editing a customer

Editing a customer is possible:

[Edit] button on customer list
In order to modify customer data:

  • The operator needs to be granted relevant permissions (Addition and edition of a customer)
  • The center to which the POS workstation is attached needs to have a permission to modify a given customer
Note
The detailed history of changes made on customer forms is stored in the database and synchronized to the ERP system.

The window Retail Customer/Business Entity Edition is divided into tabs:

  • Customer Details
  • Addresses
  • Groups
Note
The Groups tab is only available in cooperation with Comarch ERP Enterprise.
Customer Details tab in Business Entity Edition window

The tab Customer Details presents the following fields:

  • Code – required
  • Title – applicable to retail customers only
  • First Name – required. Applicable to retail customers only.
  • Last Name – required. Applicable to retail customers only.
  • Name – required. Applicable to business entities only.
  • Collect invoices via KSeF – displayed if the support of the KSeF system has been enabled in the ERP system. Applicable to business entities only.
  • Date of Birth – applicable to retail customers only
  • TIN – applicable to business entities only. If the selected country code is PL, the application verifies the number’s checksum and uniqueness. If the database contains another customer with the same TIN, the user will be informed on that and will need to decide whether or not to save such a customer.
  • Issuing Authority – applicable to business entities only.
  • Phone
  • E-mail Address
  • Attributes
  • Consents
  • Reverse Charge – if an appropriate function has been activated in the ERP system

Hidden by default:

  • Country Code
  • NIN – if the selected country code is PL, the application controls the number of entered digits and the correctness of the number’s check digit
  • EIN
  • Identity Document – this field is required if a tax free document is to be generated
  • Description
Addresses tab in Business Entity Edition window

The tab Addresses presents the following fields:

  • Country
  • Zip Code
  • City
  • Moniker
  • Street
  • Street No.
  • Address – Continuation 1
  • Address – Continuation 2
  • Other Addresses
  • Consents – related to communication channels

Hidden by default:

  • Address Type
  • Apt/Unit No.
  • District
  • County
  • Post Office
  • State
Example
Mrs. Jones has just moved to a larger flat in the same city. While shopping in a furniture store, she asks the cash attendant to change her shipping address. The operator looks for Mrs. Jones on the customer list and selects [Edit]. Next, he opens the tab Addresses and selects the customer’s previous shipping address. He enters appropriate changes on the form and confirms them.

The Groups tab presents assigned customer groups. In order to allow granting customers in Comarch POS special discounts and bonuses assigned to customer groups in Comarch ERP Enterprise system, it is possible to add a customer to a specified customer group.

In Comarch ERP Enterprise, it is necessary to define which customer classifications and groups should be available for selection on the POS workstation. Reading and editing permissions with regard to a given group can be granted in the Comarch Retail POS operator rights application on the Objects tab.

Example

The company prepared special promotions for customers belonging to a Gold group -20% on the new collection. What is more, customers belonging to a VIP group are granted a -50% discount on the entire assortment. On the ERP system’s side, the company decides that the VIP group is to be managed by the headquarters only and that shop employees will only be able to assign customers to the Gold group. The VIP group can be read only.

No.Customer group nameBonus
1StandardNone
2Gold-20% on new collection
3VIP-50% on entire assortment

The Business Entity Edition/Retail Customer Edition window contains the following buttons:

  • [Search in GUS] (available for business entities) – it allows the verification of a customer based on a tax identification number and downloading address data from the GUS database
  • [Search in VIES} (available for business entities) – it allows the verification of a customer based on a tax identification number and downloading address data from the EU VIES database
Note
The [Search in GUS] and [Search in VIES] buttons are only available in cooperation with Comarch ERP Standard.
  • [Add Loyalty Card] – it allows adding a loyalty card number
  • [Print Form] – it prints a consents form
  • [Save] – after filling in all required fields, selecting this button saves changes made on the customer form

Detect customer duplicates (Comarch ERP Enterprise)

Note
To enable this feature on your Comarch POS workstation, activate the parameter Activate duplicate detection in Comarch ERP Enterprise. The parameter is available in the application Sales channels → Comarch Retail POS tab → General section.
When creating or updating customer data in Comarch POS, you can verify that there are no duplicated customers with the same data in the system. In Comarch ERP Enterprise, you need to decide which fields should be verified when detecting customer duplicates and whether the verification should only display a warning or block the addition/update of the customer altogether.

For retail customers, you can select the following fields for verification:

  • First Name
  • Last Name
  • Phone
  • E-mail Address

For business entities, you can select the following field:

  • TIN
Notification displayed when duplicate is detected according to full name, phone, and e-mail address
Note
Duplicate detection is always initiated on the local POS database. Next, if no duplicates are found there, verification with Comarch ERP Enterprise takes place.

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