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Customers & Staff

Customers And Loyalty

Know who buys, how often and what they like

What it does

Customers And Loyalty keeps a record of the people who buy from the business. Contact details sit alongside purchase history, so counter staff can see what a regular bought last time and how often they come back. Loyalty points and tiers reward repeat trade, and the same customer list supports account sales and standing arrangements.

Functions in this module

  • Customer Records
  • Purchase History At Counter
  • Repeat Customer View
  • Loyalty Points And Tiers
  • Customer Contact Details
  • Account Customer Records
  • Customer Lookup At Till
  • Loyalty Scheme Setup

Where it fits in the business

Customers And Loyalty links the counter to the relationship behind it. Counter Sales And Billing attaches a sale to a customer in a few keystrokes, the history builds from those sales, and the same record is called on when Recurring Billing And Plans puts someone on a repeating arrangement.

Counter staff who look up a regular by name or phone number, and owners or supervisors who run the loyalty side. It is used at the till and reviewed in the back office, in businesses where the owner often knows customers by face.

Included with SenangUrus DNA

  • Runs on the same database as the counter, stock, purchasing and the ledger.
  • Access is granted per role, and per outlet or warehouse where the business has more than one.
  • Delivered with setup, data migration and training for the staff who will use it daily.
Questions

About the Customers And Loyalty module

01/Is Customers And Loyalty included in SenangUrus DNA?
It is part of the SenangUrus DNA module library. Core modules are included in the subscription; add-on modules are quoted separately and switched on for the business that needs them. Either way it is configured during implementation, not left to you to set up.
02/Does it work with several outlets?
Yes. It runs on the same product, customer, stock and account records as the rest of the edition, and access can be limited to one outlet or opened across all of them.
03/What does setup involve?
Configuration of the module around your documents and process, migration of the data it depends on (products, suppliers, customers, opening stock or balances), permissions per role, and training for the staff who will use it daily.
04/Can it be tailored?
Documents, fields, approval steps and reports are configurable. Where a requirement is genuinely unique to your business, custom work is scoped separately and quoted before it starts.
Next step

See Customers And Loyalty with your own products

We will run the module on your catalogue and your documents, so you can judge it against the way the counter and the office work today.