Loyalty

Purpose

The Loyalty Customers Window is used to establish and maintain Loyalty Customers.

Restrictions

The user must have the Job Right ‘Office – Loyalty’ to access the Loyalty Customers Window.

Accessing the Accounts Window

While in Focus Setup, select Customers > Loyalty.

Figure 3.2 Loyalty Customers Window

Figure 3.3 Loyalty Customers Window Fields

Field	Description
Customers	The list of existing Loyalty Customers sorted alphabetically by Last Name or Account Number as setup in Miscellaneous > General > Customer > Loyalty Customer Options > Order. The number of Loyalty Customers will be displayed at the top of the Loyalty Customers list box in parentheses.
First Name	Required - The Customer’s First Name, up to 20 alphanumeric characters.
Last Name	The Customer’s Last Name, up to 20 alphanumeric characters.
Phone #	The Customer’s Phone number, up to 10 numeric characters.
Account #	The Customer’s Account Number, up to 20 alphanumeric characters. If the Miscellaneous > General > Customers > Unique Account # option is set, a unique Account # is required.
Picture File Name	An image that represents the Loyalty Customer. The Loyalty Customer’s picture will be displayed in the upper right corner of the Loyalty Customer Found Window.
Address	The Loyalty Customer’s Address, up to 30 alphanumeric characters.
Apt./Suite	The Loyalty Customer’s Apartment or Suite Number, up to 5 alphanumeric characters.
City	The Customer’s City, select from the list of pre-configured Cities. Note: If the ‘Miscellaneous > General > Customers > Customer Options > Enter City Name Not in List option is on then the city name may be entered.
State	The Loyalty Customer’s State, select from the list of pre-configured States.
Zip Code	The Loyalty Customer’s Zip Code, up to 5 numeric characters.
Delivery Zone	The Loyalty Customer’s Delivery Zone, select from the list of pre-configured Delivery Zones.
Delivery Instructions	Special Delivery Instructions for the Loyalty Customer, up to 3 lines with 35 alphanumeric characters.
Phone #2	Displays the Loyalty Customer’s Phone #2 (typically a mobile phone number), up to 10 numeric characters.
Fax #	Displays the Loyalty Customer’s Fax Number, up to 10 numeric characters.
Comments	Any other information regarding the Loyalty Customer, up to 60 alphanumeric characters.
Do Not Deliver	Delivery is not allowed for the Loyalty Customer. Note: The warning “Do Not Deliver” will flash on the Loyalty Customer Window in Focus Order Entry.
Bad Check	The Loyalty Customer has previously written a bad check. Note: The warning “Bad Check” will flash on the Loyalty Customer Window in Focus Order Entry.
Allow Charge	The Loyalty Customer is allowed to charge. Note: This option controls whether the Loyalty Customer will be displayed in the Loyalty Customers Window. The warning “Do Not Allow Charge” will flash on the Loyalty Customer Window in Focus Order Entry.
VIP	The Loyalty Customer will be noted as a VIP on the Loyalty Customer Window in Focus Order Entry.
Returned Mail	Alerts the user that a new Address is needed the next time the Loyalty Customer places an order. Note: The warning message “Returned Mail” will flash on the Loyalty Customer Window in Focus Order Entry.
Require Approval	Approval will be required before an order may be placed for the Loyalty Customer. The Job Right 'Customer – Approve' is required.
E-mail Address	The E-mail Address, up to 30 alphanumeric characters.
Company	The Company name, up to 25 alphanumeric characters.
Birth Date	The Loyalty Customer’s Birth Date (mm/dd/yyyy).
Anniv. Date	The Loyalty Customer’s Anniversary Date (mm/dd/yyyy).
Charge Limit	The Loyalty Customer’s balance may not exceed this amount. There is no preset limit if the Charge Limit is not specified.
Balance	The Loyalty Customer’s current Balance. Loyalty Customers with a credit balance will be displayed with a negative sign (–). The Balance cannot be modified after the Loyalty Customer is added.
Loyalty Plan 1-4	The Loyalty Plans the Loyalty Customer has membership.
Discount (Instant)	Discount (Instant) allows unique Discounts to be applied to individual Customers that are members of an Instant Discount Loyalty Plan. Simply leave the Discount field blank for the Loyalty Plan and select a Discount (Instant) for each Customer. The selected Discount will then be applied to each qualifying Customer check automatically.

Figure 3.4 Loyalty Customers Window Commands

Close	Closes the Loyalty Customers Window.
Save	Saves current changes.
Add	Allows a new Loyalty Customer to be added to the Loyalty Customer list. The Phone Prefix (Area Code and Prefix), City, State, Zip Code and Delivery Zone defaults to the settings in Miscellaneous > General > Customer > Customer Options > Default Phone Prefix.
Delete	Deletes the selected Loyalty Customer.
Tools	Print	Prints a list of Loyalty Customers.
	Print Labels	Print Loyalty Customer mailing labels.
	Quick Set	Allows the user to set configuration options for multiple Loyalty Customers at the same time.
	Import	Allows the user to Import Loyalty Customers.
	Export	Allows the user to Export Loyalty Customers.
	Close	Closes the Tools Window.
Find	Allows the user to access the Loyalty Customer Filter Window. Note: Pre-configured filters can be used for searches on the Loyalty Customers database.
Loyalty Detail	Displays sales and Loyalty information for the Loyalty Customer.
Cancel	Cancels changes made prior to saving.

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