How to Add a Customer List in Membership
Managing your customer list efficiently is crucial for maintaining a robust membership system. This guide will walk you through the steps to add a customer list to your membership in the OrderPin POS System.
Step-by-Step Guide:
- Log in the Back Office with your OrderPin POS System credentials.
- On the sidebar of the Back Office, select Customer > Customer Management > Customer List.
- Click on the "New Customer" button to add a new customer.
4. Fill in the required details for each customer, including name, contact information, membership details and etc.
5. Click on the "Save to list" button to add the customers to your membership list.
6. After entering or uploading the customer details, review the information for accuracy.
7. You should receive a confirmation message indicating that the customers have been successfully added to the membership list.
Tips:
- Ensure that all mandatory fields are filled in correctly.
- Regularly update your customer list to maintain accurate records.
- Utilize the import feature to save time when adding multiple customers.
How to Delete a Customer List in Membership?
Maintaining an accurate and up-to-date customer list is essential for effective membership management. There may be times when you need to delete outdated or incorrect customer lists. This guide will walk you through the steps to delete a customer list from your membership in the OrderPin POS System.
Step-by-Step Guide:
1. Log in the Back Office with your OrderPin POS System credentials.
2. On the sidebar of the Back Office, select Customer > Customer Management > Customer List.
3. Browse through the list of customer lists to find the one you wish to delete.
4. Click it or click on the button "Detail" to open its details.
5. Click the "Delete" button .
6. Confirm the deletion by clicking "Cancel" or "Confirm" when prompted.
7. After deleting the customer list, review the remaining lists to ensure the correct list was deleted. Make any necessary adjustments to ensure your membership data is accurate.
Tips:
- Always double-check which customer list you are deleting to avoid accidental data loss.
- Regularly review and clean up your customer lists to maintain up-to-date records.
- Consider exporting a backup of your customer lists before making significant changes.
How to manage a Customer List in Membership
Step-by-Step Guide:
1. Log in the Back Office with your OrderPin POS System credentials.
2. On the sidebar of the Back Office, select Customer > Customer Management > Customer List.
3. Find the customer whose details you want to edit by browsing the list or using the search function and tag selecting function.
4. Click on its "Detail" button.
5. Make the necessary changes to the customer’s information.
6. Click "Save" to apply the changes.