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Customer Loyalty

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Introduction and Access

Last Updated: April 23, 2025

CUSTOMER/LOYALTY Customer/Loyalty is a menu available within RetailzPOS that will allow you to create customer accounts as well as tracking...

Customer List and Search

Last Updated: April 23, 2025

Customer List This page displays a list of all your customers along with their details, making it easier to manage...

Filtering Customers

Last Updated: June 20, 2025

Filter The Filter section will allow you to see a list of specific customers based on the details you input....

Managing Customer Groups

Last Updated: April 23, 2025

Customer group To view and manage the Customer group list, simply click the “Customer group button” located next to the...

Add, Edit, and Delete Customer Groups

Last Updated: April 23, 2025

Add Customer Group To create a new customer group and include selected customers in it, follow these steps:   Add...

Add, Edit, and Delete Customers

Last Updated: April 23, 2025

Add Customer   Click Add Customer Click the “Add Customer” button at the bottom of the POS to input new...

Customer Settlement

Last Updated: April 23, 2025

To access your store’s Customer Settlements from the POS, just click on “Settlement.” This directs you to the dedicated section...

Transaction History

Last Updated: April 23, 2025

Overview This section provides an overview of all the customer’s transactions in the store.   Customer Total No. of Transactions...

Purchase History

Last Updated: April 23, 2025

The Purchase History section shows all transactions conducted using the house account. Moreover, you have the convenience of settling any...

Payment History

Last Updated: April 23, 2025

Payment History In the Payment History section, you can access the customer’s complete payment history, containing details of all payments...

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