Customer

The program description deals with the following:

Remarks on Program function
Remarks on Data fields
Use Index to find the field details required.

Remarks on program function

Data for customers can be updated, i.e. programmed, changed or cleared, with this program. Data which has already been stored can be displayed for information.

Various types of customers can be kept in the MICROS Retail OSCAR POS program. These include credit customers, loyalty customers, main and sub-customers as well as shoppers in the MICROS Retail OSCAR POS Internet shop.

Sales to credit customers describes the prerequisites for a sale on credit.

Remarks on data fields

The following description deals with all available options for update of this basic data.

As with nearly all programs the following also applies here:

The entry mask for this program may differ in your MICROS Retail OSCAR POS program. Some data fields may be missing.
There may be defaults or firmly defined selection options for some data fields. These cannot be updated in the current program.
Fields with enforced entry defined are to be found in the entry masks as are fields where entry is optional.
If the data record is updated over several pages of entry masks, the dialog window is reached by clicking onto the appropriate button with <Mouse key 1>.
The same procedure also applies to call up of another update program from this program.
In some cases you may find so-called "Buttones" which are activated or deactivated by the user with <Mouse key 1>, depending on the setting. Activated Buttones have a dark top, deactivated Buttones are lighter.

Company

Entry range permitted: numeric 1 - 9999

Select the number of the company to which the customer is to be linked.

If the number is not known, the data record can be selected with Search.

Customer no.

Entry range permitted: numeric 1 - 999999999

Enter a free number in the key fields if a new customer no. is to be programmed. The number must be easily identifiable.

Note:

Please note the reserved number range which is defined in program Branch -> Details 1 in fields lower and upper customer no.. This number range is reserved solely for programming new customers at the terminal. An attempt to program a customer under this number at the administration desk will be rejected with an error message.

Do not assign a customer no. higher than 999999 as customer numbers as from 100000 are reserved for customers in the MICROS Retail OSCAR POS Internet shop. Shop customers are imported into the MICROS Retail OSCAR POS database from update program Shop administration with function Customers/Orders from shop. They can then be updated in program Customers. New shop customers can be programmed under Customers. These customers are then transferred to the MICROS Retail OSCAR POS Internet shop with function Shop update in update program Shop administration.

Changes or clear operations are carried out by calling up the data record with a number entry in the key fields. If the number is not known, the data record can be selected with Search.

Recording procedure:

Customer numbers can be entered manually. They can also be read in from a customer card/magnetic stripe card (an example can be found under Card reader parameter) or via an EAN bar code.

Salutation

Entry range permitted: alphanumeric max. 8 pos.

The title of the person, e.g. Mr., Ms., Dr., etc., concerned is entered in this field. Do not enter the title under Name because the search algorithm would not be generated correctly.

Name

Entry range permitted: alphanumeric max. 32 pos.

Enter the name of the customer in this field.

Match code

Entry range permitted: alphanumeric max. 20 pos.

The character string entered in this field allows for a search of customers both in the back office and at the POS terminal. The customer search code is automatically generated via the entry under Name. It can, however, be changed. Please note the general remarks on customer matching.

Short description of function:

Entry of one or more characters of the customer name in the POS program or in field "Customer search code" and confirmation lead to display of customers whose names begin with the character(s) entered in the selection window. The search result is more efficient if more characters are entered. If only one customer is found, this will be shown directly.

Branch

Entry range permitted: numeric 1 - 99999

Number of the branch to which the customer is to be/has been linked.

If the number is not known, the data record can be selected with Search.

Payment condition

Entry range permitted: numeric 1 - 9999

Payment conditions are programmed via the program with the same name. Enter a number here to link certain payment conditions to a customer.

If the number is not known, the data record can be selected with Search.

Add.text

Entry range permitted: alphanumeric max. 32 pos.

Enter an additional text of up to 32 positions, if required. The wording is defined by the user.

Customer type

Entry range permitted: numeric 1 - 9999

Customer type is defined via the program with the same name. Enter a type number here to link a customer to a customer type.

If the number is not known, the data record can be selected with Search.

Note:
A price list must be entered under customer type for customers designated as shop customers. The prices of the shop articles for this customer are ascertained on the basis of this price list.

Auto invoicing

Entry range permited: numeric, 1 - 9999

Enter a number to identify the function automatic invoicing. If the number is not known the data record can be selected via Search.

Note:
Rules for invoicing for a customer can be defined in program Application -> Customer -> Auto invoicing. These can stipulate whether the invoices of a customer are to be drawn up weekly, monthly or by quarter on a specific day or at the end of the valid period.

When report "Start auto invoicing" is called up all customer invoices will be printed as per the specifications. This report must be included in a report chain for automatic invoice print and must be started via a scheduler.

Airline 2-letter-code

Entry range permitted: alphanumeric, max. 2 pos.

Enter in this field the two letter code of the airline (e.g. "LH" = Lufthansa, "BA" = British Airways" etc). This code will be used for the identification of the airline within the redemption of meal coupons.

Click onto the graphic for further help with Meal coupons.

Loyalty bonus

Window with firmly defined selection options

This field defines the bonus granted to certain customers. The system offers the following options:

No
The bonus does not apply to this customer. An entry is not necessary in field Loyalty table.
Vouchers
A voucher is given as a bonus. This applies only to your company. (This bonus has no function at present)
Tokens
A voucher is issued as a bonus. The voucher is valid in all companies.Button Loyalty has no function at present).
Loyalty points
The customer receives a bonus in the form of loyalty points.

Note:

As the type of Loyalty permitted in the system is also defined on Company level, please ensure that entries do not contradict themselves. The entry under Company has priority.
A description of the Loyalty system can be found under Loyalty points: Creation and redeeming.

Loyalty table

Entry range permitted: numeric 1 - 9999

Enter the number of the bonus points table which is to be linked to the customer. Loyalty tables are programmed in the program with the same name.

Note:

If None is selected under Loyalty type, the entry in the field Loyalty table has no meaning.
A description of the bonus points system can be found under Loyalty points: Creation and redeeming

Discount type no.

Entry range permitted: numeric 1 - 9999

The type of discount is updated with program Price change type. Enter the appropriate number to link a discount type to a customer.

If the number is not known, the data record can be selected with Search.

Note:

Only link a type of discount in this window if the discount, e.g. a percentage, is to be assigned automatically during recording.
This does not apply, for example, to a loyalty point markdown. Although this type of discount is programmed, it is not linked directly to a customer. It should, therefore, not be entered in this field. Programming loyalty customers describes how loyalty customer discounts are programmed and recorded (see also Programming and recording of a customer discount).

Credit limit

Entry range permitted: decimal max. 12 pos. incl. max. 2 decimal places

Enter a value here if credit to the customer is to be restricted. Confirmation of the default "0.00" means that there is no credit limit

A credit limit assumes that the customer is creditworthy. This is confirmed with option Creditworthy.

Main cust.no.

Entry range permitted: numeric 1 - 999999999

Select the number of the main customer if this customer is to be linked to a main customer.

If the number is not known, the data record can be selected with Search.

Customers can also be programmed as sub-customers of a main customer in the MICROS Retail OSCAR POS program. The main customers should be designated as such with option Is main cust.. Linked sub-customers are automatically assigned the same characteristics as the main customer. The invoice is created for the main customer.

Creation date

Entry range permitted: DDMMYYYY (day, month, year)

This field shows the date on which a new customer was stored in the database.

This date can be used as a selection criteria in program Suggested deletion - customer to create the suggestion list for customers to be deleted.

Creditworthy

Button active: The customer is creditworthy
Button deactivated: The customer is not creditworthy.

If the button is active, a receipt can be finalised with finance type Credit (key code: CREDSALE). If the Button is not set, an attempt to finalise the receipt with Credit will be rejected with "No customer (Credit)". A deactivated button also implies that any entry under Credit limit remains ineffective.

Show info on POS

Button active: Additional information is shown at the POS after selection of a customer.
Button deactivated: NO additional information is shown at the POS after selection of a customer.

The information which is required at the POS can be entered in program Customer -> Customer info.

Ex.limit spv.key

Button active: The credit limit of this customer can only be exceeded in the supervisor lock position
Button deactivated: The limit cannot be exceeded.

Overstepping the credit limit in the supervisor lock position only applies to one recording. The defined Limit then applies again.

Customer info

Entry range permitted: alphanumeric, max. 250 chars.

Enter the information which is to be displayed at the POS when a customer is selected. The option "Show info on POS" must have been activated.

Art. by art. turnover

Button active:
Button deactivated:.

No function at present

Demand note

Button active: A demand note can be created via "Create payment request" if the prerequisites are complied with (see window Payment condition) and if the invoice has not been settled.
Button deactivated: No demand letters can be generated. This also applies if the prerequisites defined in window "Payment condition" apply.

Main customer

Button active: This is a main customer.
Button deactivated: This is not a main customer.

No entries can be made in entry field Main customer no. if this button is active.

Rec purch item

Button active: Single purchase items will be printed on the invoice.
Button deactivated: Single purchase items will not be printed on the invoice.

With net price

Button active: The articles with the net price are shown on the receipt. The gross prices are printed after ST.
Button deactivated: The prices are gross prices.

The type of organisation in the business defines whether gross and net customers or only net customers are dealt with.

A description can be found under Net and gross customers, item prices = gross prices or Only net customers, item prices = net prices.

Blocked

Button active: The customer is blocked
Button deactivated: The customer is not blocked.

An attempt to record a blocked customer at the POS will be rejected with an error message.

Invoice fee

Button active: An invoice fee is charged on a credit sale for this customer.
Button deactivated: An invoice fee will not be charged.

Invoice fees are defined in update program Payment condition. The appropriate fee will then be added to the invoice total if the button is active.

Demand letter fee

Button acive: An additional fee is charged to this customer when a demand note is sent.

Button deactivated: NO additional fee is charged to this customer when a demand note is sent.

Note:

The amount of the demand letter fee is defined in program Customer -> Payment condition in field Demand letter fee.

Deleteable

Button active: This customer can be deleted.

Button deactivated: This customer cannot be deleted.

This option is controlled by the MICROS Retail OSCAR POS program and the user has no direct influence over it.

The text "Deletable" is entered in program Application -> Customer -> Suggested deletion - Customer. A customer is deleted from the database with report Customer deletion in menu Report -> Deletion in program Customer.

Note:

Customers can be marked as "Deletable" under certain circumstances so that they can be cleared from the database later.

Click on the graphic for further help with Deletion of customers.

Address 1

Entry range permitted: alphanumeric max. 32 pos.

The first part of the address, e.g. road, house number, is entered here.

Address 2

Entry range permitted: alphanumeric max. 32 pos.

The second part of the address, e.g. post box, etc., is entered here.

Address 3

Entry range permitted: alphanumeric max. 32 pos.

The third part of the address, e.g. post code and town, is entered here..

House no.

Entry range permitted: alphanumeric, max. 8 pos.

Enter the house no. here.

Post code

Entry range permitted: alphanumeric, max. 8 pos.

Enter the post code here.

Town

Entry range permitted: alphanumeric, max. 32 pos.

Enter the name of the town.

County

Entry range permitted: alphanumeric, max. 32 pos.

Enter the name of the county.

Contact

Entry range permitted: alphanumeric max. 20 pos.

Enter the name of the contact.

Phone 1

Entry range permitted: alphanumeric max. 16 pos.

Enter the telephone no. here.

Phone 2

Entry range permitted: alphanumeric max. 16 pos.

Enter an additional telephone no. here (mobile no.).

Fax

Entry range permitted: alphanumeric max. 16 pos.

Enter the fax no. here.

Modem

Entry range permitted: alphanumeric max. 16 pos.

Enter the modem no. here.

E mail

Entry range permitted: alphanumeric max. 32 pos.

Enter the e mail address of the customer. An entry here is imperative if this is a shop customer. E mail address and password are checked during sign-on into the MICROS Retail OSCAR POS Internet shop.

Pricelevel

Field with firmly defined selection options

A number entry here defines which price level has been linked to the customer. The appropriate article price is then recorded at the POS terminal.

Entry price level corresponds to the entry in the linked Price list

Standard price = Standard
Price level 1 = Spec. price 1
Price level 2 = Spec. price 2
...

Selection 1

Entry range permitted: numeric 0 - 99

Normally it is useful to compile customers under certain characteristics - independent of any existing compilation into a customer group. This allows for selection at a later date. An entry in this field provides the information for this selection option.

Application example:

The user would like to select customers with 1, 3, 7 and 8 at any time in the future - for whatever reason.
Call up each customer individually and enter for example 1 under Selection 1. Store this.
If only information for this customer is to be displayed, empty the mask, enter 1 in Selection 1 and depress the Search key (binoculars). Only the customers linked to selection with 1 appear on the screen.

Note:

Up to three selection criteria (Selection 1, Selection 2, Selection 3) can be defined per customer.

Separate invoice
The customer receives individual invoices. Delivery note print must have preceded invoice print.
Summary invoice
The customer receives a collective invoice. The delivery note contains the data of the deliveries which have been compiled into a collective invoice.

Account no.
Add.text
Address 1
Address 2
Address 3
Airline 2-letter-code
Art.by art. turnover
Auto invoicing
Bank account
Bank no.
Blocked
Branch
Company
Contact
County
Credit card 1
Credit card 2
Credit limit
Creditworthy
Customer info
Customer no.
Customer type
Deleteable
Delivery sort
Demand letter fee
Demand note
Discount type no.
E mail
Ex.limit spv.key
Fax
House no.
Invoice fee
Loyalty bonus
Loyalty table
Main customer
Main customer no.
Match code
Modem
Name
Payment condition
Phone 1
Phone 2
Post code
Price level
Rec purch item
Salutation
Selection 1
Selection 2
Selection 3
Show info on POS
Town
With net price

MICROS Retail Deutschland GmbH
Salzufer 8
D-10587 Berlin

-Germany-