Customer Management in iVendNext POS: A Complete Guide
Overview
This article gives you an overview of Customer Management in iVendNext. A customer buys items or services from a store in exchange for money. In iVendNext, every customer is assigned a unique ID. The Customer Name can serve as the ID, or a Naming Series may be configured in Selling Settings to automatically generate customer IDs.
Methods to Create a Customer
There are three primary ways to create a customer in iVendNext:
From the CRM Desk Page
From the POS Screen
Using the Data Import Tool
Method 1: Creating a Customer from the CRM Desk Page
Step-by-Step Instructions
Launch iVendNext POS
Open the iVendNext POS application.
Access the Customer Creation Screen
Navigate to the CRM Desk Page and open the Customer Creation Screen.
Fill in Mandatory Fields
Customer Name (required)
Customer Type (required)
Click Save
Once details are filled, click the Save button to create the customer.
Additional Recommendations
For improved customer management, it is advised to enter:
Customer Group
Email Address
Phone Number
Customer Address
Method 2: Creating a Customer from the POS Screen
Step-by-Step Instructions
Launch iVendNext POS
Open the iVendNext POS application.
Click on the Customer Button
Locate the Customer button on the Operations Button Panel and click it.
Select the New Customer Tile
Click on the New Customer tile from the displayed options.
Fill in Mandatory Fields
Customer Name (required)
Customer Type (required)
Click Submit
After filling the mandatory fields, click Submit to create the customer.
Additional Recommendations
It is useful to add:
Customer Group
Email Address
Phone Number
Method 3: Creating a Customer Using the Data Import Tool
Step-by-Step Workflow
Download the Template
Navigate to Customer List > Menu > Import
Click New, choose Import Type: Insert New Records, and save
Download the blank customer template
Enter Customer Data
Open the template using Excel, LibreOffice, or any spreadsheet software
Fill in customer details under appropriate columns
Save the file in .xlsx or .csv format
Upload & Validate Data
Attach the saved file in the Data Import form
Click Upload, then Start Import
Resolve any errors as indicated by warnings
Finalize the Import
Once issues are resolved, click Start Import again
The system will create customer records and log entries in the Import Log
Pro Tip
Use this method for bulk customer creation to streamline operations and save time.
Troubleshooting
Here’s a quick look at some common issues you might run into.
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