Applying customer profile price lists and discounts

When you add an existing customer to a sale, POS provides you with the option to use their price list (if different to the store’s default price list) and apply their profile discount (if they have been set up with any at the back office). If a new customer is added during the sale, their profile price list is set up as the default one and no discount is assigned at first; their profile price list and discount must be updated in the back office in order to be used in the POS.

Adding an existing customer to an empty basket

  • Tap on ‘Add customer profile’.
  • Search for an existing customer.
  • Select the customer that you want to assign to the sale.

For more details on adding a customer to a basket (customer record fields searched and more) please check Adding a customer and capturing customer details.

  • If the added customer has a price list different to the store’s default price list, the relevant notification icon appears next to the customer’s name. This icon signals you that the option to apply/remove the customer’s price list is available.

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    Since the basket is empty at this time, the customer’s price list is automatically applied, however you can revert to the store price list by tapping on the customer’s options > Revert to store price list:

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    If needed, you can again choose to apply the customer’s price list by tapping on the customer’s options > Change to customer price list:
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  • If the added customer has a profile discount, the relevant notification icon appears next to the customer’s name. This icon signals you that the option to apply/remove the customer’s profile discount is available.

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    Unlike the price list, the discount is not automatically applied to an empty basket (or in a non-empty basket for that matter). You can apply the customer’s discount by tapping on the customer’s option > Apply x% discount - even before adding items to the basket.

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    If needed, you can choose to remove the customer’s discount by tapping on the customer’s options > Remove x% discount - even before adding items to the basket.
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  • If the added customer has both (a price list different to the store’s default price list and a profile discount), then both the relevant icons appear next to the customer’s name. These icons signal you that the options to apply/remove the customer’s profile price list and discount are available.

    120.png Since the basket is empty at this time, the customer’s price list is automatically applied, however you can revert to the store price list by tapping on the customer’s options > Revert to store price list. You can also apply the customer’s discount by tapping on the customer’s option > Apply x% discount - even before adding items to the basket.

    If needed, you can again choose to apply the customer’s price list by tapping on the customer’s options > Change to customer price list, and/or remove the customer’s discount by tapping on the customer’s options > Remove x% discount - even before adding items to the basket.

Adding an existing customer to a non-empty basket

If your basket is not empty, you can add an existing customer while at the main screen or at the delivery modal.

While at the main screen

  • Tap on ‘Add customer profile’.
  • Search for an existing customer.
  • Select the customer that you want to assign to the sale.

While at the delivery modal

  • Tap on “Save”.
  • Select “Delivery”.
  • Tap on “Add customer”. 
  • Search for an existing customer.
  • Select the customer that you want to assign to the sale.
  • Tap on the basket options (three red dots).

For more details on adding a customer to a basket (customer record fields searched and more) please check Adding a customer and capturing customer details.

  • If the added customer has a price list different to the store’s default price list, POS displays a message asking you to confirm the switch to the customer’s price list, as this will reset the prices in the basket and will trigger the re-evaluation of any applied offers.
    121.png If you confirm this, the relevant notification icon appears next to the customer’s name. This icon signals you that the option to apply/remove the customer’s price list is available. Once the price list is changed, the following take place:
    • All the items in the basket are re-priced according the current price list and any price breaks.
    • All the items tiles that are shown as results of the product search have updated prices according to the new price list.
    • All the items searched from this point onwards will appear in tiles with updated prices.
    • All the items added to the basket from this point onwards will be priced according to the current price list and applicable price breaks.
  • If the added customer has the same price list as the store’s default, POS makes no changes to the prices and automatically adds the customer.
  • If the added customer has a profile discount, the relevant notification icon appears next to the customer’s name. This icon signals you that the option to apply/remove the customer’s profile discount is available.

    You can apply the customer’s discount by tapping on the customer’s option > Apply x% discount - even before adding items to the basket.
    If needed, you can choose to remove the customer’s discount by tapping on the customer’s options > Remove x% discount - even before adding items to the basket.
  • If the added customer has both (a price list different to the store’s default price list and a profile discount), then both the relevant icons appear next to the customer’s name. These icons signal you that the options to apply/remove the customer’s profile price list and discount are available.

    You can revert to the store price list by tapping on the customer’s options > Revert to store price list. You can also apply the customer’s discount by tapping on the customer’s option > Apply x% discount - even before adding items to the basket.
    If needed, you can again choose to apply the customer’s price list by tapping on the customer’s options > Change to customer price list, and/or remove the customer’s discount by tapping on the customer’s options > Remove x% discount - even before adding items to the basket.

Removing a customer from an empty basket

  • Tap on ‘Add customer profile’.
  • Select ‘Remove’.

 

  • If the removed customer had a price list different to the store’s default price list and since the basket is empty at this time, the customer’s price list is automatically removed and the store’s default price list is applied.
  • If the removed customer had a profile discount and you had enabled it, it’s now disabled as the customer is removed.
  • If the removed customer had both (a price list different to the store’s default price list and a profile discount), the above actions are combined.

Removing a customer from a non-empty basket

  • Tap on ‘Add customer profile’.
  • Select ‘Remove’.

 

  • If the removed customer had a price list different to the store’s default price list and you had selected to use their price list, now the store’s default price list will be applied. POS displays a message asking you to confirm the switch to the store’s price list, as this will reset the prices in the basket and will trigger the re-evaluation of any applied offers. Once the price list is changed, the following take place:
    • All the items in the basket are re-priced according the current price list and any price breaks.
    • All the items tiles that are shown as results of the product search have updated prices according to the new price list.
    • All the items searched from this point onwards will appear in tiles with updated prices.
    • All the items added to the basket from this point onwards will be priced according to the current price list and applicable price breaks.
  • If the removed customer had a profile discount and you had enabled it, it’s now withdrawn.
  • If the removed customer had both (a price list different to the store’s default price list and a profile discount), the above actions are combined.

Replacing a customer at an empty basket

  • Tap on the customer name.
  • Select ‘Search again”.
  • Search for an existing customer.
  • Select the customer that you want to assign to the sale.

 

  • If the newly added customer has a price list different to the previously added customer’s price list and since the basket is empty at this time, the previous customer’s price list is automatically removed and the newly added customer’s price list is applied.
  • If the removed customer had a profile discount and you had enabled it, it’s now disabled as the customer is removed.
  • If the newly added customer has a profile discount, it’s signalled by the relevant icon and the option to enable it is shown under the customer profile.

Replacing a customer at a non-empty basket

  • Tap on the customer name.
  • Select ‘Search again”.
  • Search for an existing customer.
  • Select the customer that you want to assign to the sale.

 

  • If the newly added customer has a price list different to previously added customer’s price list and you had selected to use their price list or you were using the store’s default price list and the newly added customer has a different price list, POS displays a message asking you to confirm the switch to the new customer’s price list. This will reset the prices in the basket and will trigger the re-evaluation of any applied offers. Once the price list is changed, the following take place:
    • All the items in the basket are re-priced according to the current price list and any price breaks.
    • All the items tiles that are shown as results of the product search have updated prices according to the new price list.
    • All the items searched from this point onwards will appear in tiles with updated prices.
    • All the items added to the basket from this point onwards will be priced according to the current price list and applicable price breaks.
  • If the removed customer had a profile discount and you had enabled it, it’s now withdrawn.
  • If the removed customer had both (a price list different to the store’s default price list and a profile discount), the above actions are combined.

Viewing price list and discount information at the customer modal

  • Tap on the customer name.
  • Select ‘View/edit’.

The customer modal contains the customer’s price list and discount:

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