Create a customer policy

This topic describes how to configure a customer policy. It controls which fields in the customer record are required. You can also define a mask, or number format, for telephone numbers.

Use a customer policy to identify mandatory fields for customers or a required telephone number format.

If you create a customer policy, it is only applied to new customers added in POS or Store Manager. It is not applied to existing customers. When new customers are added, if mandatory fields are not filled out or the telephone number does not conform to the required format, the Save button is disabled in POS and an error message displays in Store Manager. Each store can set up and use its own unique customer policy.

1. Click Setup.

2. Expand Customer.

3. Click Customer Policy.

4. On the Options tab, select all of the fields that should be mandatory for new customers.

5. (Optional) On the Mask tab, define the required telephone number format.

Use # to represent the number of required digits for the country code, area code, or telephone number. Add any other formatting requirements, such as dashes. For example: ###-###-###-#### or 1-###-###-####. There are no restrictions on the number of digits you use for the country code, area code, or telephone number. However, you can only enter a maximum of 30 characters in the field.

1. Click Save and Close.

If you selected required fields, they are identified by a * and bold text:

If you defined a mask, prompts display on screen to help cashiers and store managers enter telephone numbers in the required format: