Use this topic to identify customer policies that you want to manage or enforce by configuring options and permissions for POS and Store Manager.
It is important to define customer policies.
Allow cashiers to add new customers in POS
Click File | Configuration.
Click Store Rules.
Expand Customer Options.
Select Allow new customers at POS.
Allow cashiers to edit customers in POS
Click Setup.
Expand People & Security.
Click Users.
Do one of the following:
Click New to create a new user.
Double-click an existing user.
On the General tab, in POS User Roles, select Allowed to view and edit all customers.
Require specific information (e.g., full name, phone number, email address) to save customers
Click Setup.
Expand Customer.
Click Customer Policy.
Provide percent or price level discounts to specific customers
In Store Manager:
Click Customer.
Click Customers.
Do one of the following:
Click New to create a new customer.
Double-click an existing customer.
On the Customer Options tab, enter a discount in one of the following fields:
Price Level
Discount (%)
In POS:
Do one of the following:
Tap Customer | New Customer to create a new customer.
Look up an existing customer, then tap Customer | Edit Customer.
On the Options tab, enter a discount in one of the following fields:
Price Level
Discount (%)
Enable accounts receivable (store credit)
Before you can set up accounts receivable (AR) accounts in Store Manager or POS, you must define a Default Account Group.
Click Setup.
Expand Customer.
Expand Accounts Receivable.
Click Accounting Defaults.
Select a Default Account Group.
Display customers' accounts receivable information in POS
Click Setup.
Expand Hardware.
Click POS Profiles.
Do one of the following:
Click New to create a new POS profile.
Double-click an existing POS profile.
Select Separate tab for AR info.
Assign the POS profile to the appropriate register(s).
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