Availability

The tile [Customers], available in the main menu or in the side menu, displays the list of active customers defined in company database of Comarch ERP Standard system and shared on the POS workstation. All classification categories of customer groups active in ERP system are synchronized to the application. The user can define his/her customer classification categories, form the level of generic directory General  → Customers/Vendors Classification Categories. Sharing of a classification category is possible in Comarch ERP Standard from the level of Configuration → Company Structure → Object availability, after indicating an appropriate center and Customer/Vendor Groups.
From the level of the list of customers in Comarch Retail POS, it is possible to add new customers or edit already existing ones as well as add new and change current address of a selected customer. These options are available only for users having POS permission Addition and edition of a customer assigned for the POS workstation.

Consents

Consents defined in Comarch ERP Standard system are presented when adding/editing cusomers in Comarch Retail POS.
The possibility of <<registering consents on the POS workstation>> depends on whether a currently logged-in operator has an appropriate permission granted.

Credit limit

The functionality of credit limit allows a user to issue trade documents for a customer with specified credit limit without the necessity to register payment.
Credit limit handling for a POS workstation is configured in Comarch ERP Standard system in the POS Workstations tab.  More information regarding configuration can be found in article <<Configuration parameters>>
Settings concerning credit limit amount and its validity dates are uploaded from tab Credit Limits of a customer form in Comarch ERP Standard system.
Behavior of the Comarch Retail POS application in case of exceeding credit limit for a customer can be set for document definitions available from the level of Configuration → Company Structure → Rights Strucutre after opening for editing the center to which the POS workstation belongs and opening the Documents tab. In the tab General, for Control of Credit Limit During Document Confirmation parameter, it is necessary to select one of the following options:

• Don’t control – confirming document without checking credit limit of the customer for which it is being issued
• Warn – in case a customer does not enough funds to cover the debt, a message informing about exceeding the limit will be displayed
• Block – confirmation of a document issued for a customer whose credit limit has been exceeded will be impossible
  Parameter Control of Credit Limit During Document Confirmation on the definition of SI document Changing the settings of control of credit limit is available for Receipt (R), Sales invoice (SI) and Sales order (SO) document types.

Information regarding customer’s credit limit is presented in the application, on a customer form, in Credit limit section, as two fields: Maximum Limit and Available Limit  fields: Maximum Limit and Available Limit. In the case of open credit limit, the following information is displayed for both fields: Open
In a trade document upon specifying a customer as well as in the payment confirmation window, depending on setting of Presentation of Available Credit Limit, value of available limit is decreased when adding amount for payment form in the payment window, decreased when adding an item or is not presented. The same applies to a correction document, but in this case, amount value is increased.

Handling of credit limit on a POS workstation requires on-line mode. Specifying the time since the last connection to the synchronization service after which the handling of the credit limit should be blocked, it possible thanks to Max Time Since Last Synchronization (m) parameter, which is available in Comarch ERP Standard, in the configuration of POS workstations for a given center.

Default customer group

From the level of Comarch ERP Standard system, the operator can define default customer/vendor groups within each classification category.  By means of a default customer group, the operator may determine a group to which customers created in Comarch Retail POS are to be added.
The user can mark a group as the default one for a given category in a center’s Object Availability menu, in the object Customer/Vendor Groups. On the list, it is necessary to select the checkbox in the column Default of the Groups window.

Reverse charge

The reverse charge functionality allows the user to transfer the responsibility for paying a transaction tax from the vendor to the customer. The Handle reverse charge parameter activating the functionality in Comarch ERP Standard system is available from the level of System → Configuration → Trade, in section General Parameters>.  Upon its selection, on the form of customer parameter Reverse charge is available.

In Comarch Retail POS, a VAT rate for an item subject to reverse charge is set according to the configuration of the parameter VAT rate for reverse charge available in Comarch ERP Standard system from the level of Configuration → VAT Rates.

Due Date

In the case of payments without deposit, the due date is retrieved from the customer form, from Trade tab.

Price types

Detailed description regarding sharing of price types in specific centers can be found in article Object availability.
For each customer, it is possible to specify the availability of a given price type. More information regarding price types can be found in articles Price types for received items and Price types for released items
An operator logged-in to a given POS worksation can see only those price types which are assigned to the center to which that POS workstation belongs and, at the same time, are associated with a group or groups of operators to which that operator belongs.
If a price type does not have any customers assigned and it gets marked as default in a given center, then, a newly added customer on the POS workstation is automatically assigned to that price type.

Personal data anonymization

Anonymization of customer’s personal data is available from the level of Comarch ERP Standard. More information regarding performing of the operation on a POS workstation is available in article Personal data anonymization. Configuration instructions for this functionality cna be found in article Personal data anonymization.