Retail Customer Creation from Billing

YouTube: How to Set Different Layouts for Retail Customer Creation within Billing?

How to Set Different Layouts for Retail Customer Creation within Billing?

In this tutorial, we’ll discuss a global option in Logic ERP that allows you to create a retail customer directly within the billing window, with varying levels of detail.

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Default Behavior

• By default, a retail customer can be created:

  • From the bar on the right side (with limited fields).

  • Or by clicking on the Customer button.

• This default method provides only basic customer information entry.

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Configuring Detailed Customer Creation

• Open Logic Admin.

• Navigate to Global Settings

• Under the POS Options Click to POS Options 3.

• Locate the option labeled as:

  Retail Customer Creation from Billing

• This option comes with a dropdown containing four choices:

  • Default – Basic fields for quick customer creation.

  • Summary 1 – Additional fields with moderate detail.

  • Summary 2 – More detailed layout for customer entry.

  • Summary 3 – Advanced and comprehensive customer creation form.

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Applying the Setting

• Select Summary 3 for an enhanced customer creation process.

• Save the changes and restart the software to apply the new configuration.

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Using Enhanced Customer Creation in Billing

• Open the Sale Bill Window.

• Start a new transaction.

• Click the Customer button.

• The system now opens a detailed customer creation form with extended fields, allowing you to capture and save complete customer information.

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Key Benefit:

This feature allows businesses to capture more accurate and detailed customer data directly during billing, improving customer records, loyalty programs, and analytics.