Customer Setup
Flax Enterprise Configuration App · Process guide
Customer settings sit at two levels: account-wide behavior in General settings > Customers, and what each role can search, see and create in Role Settings > Customers.
Account-level customer settings
General settings > Customers, saved with Save.
General settings > Customers (1 of 2)
General settings > Customers (2 of 2)
| Section | Setting | What it does |
|---|---|---|
| Display customer note | Show popup of customer note when adding the customer | Shows the customer's note in a popup when the customer is added to the sale |
| ID Card | Use ID Card to register and search for individual customers | Lets cashiers search for and register person-type customers by reading an ID card. Built for Estonian ID cards: birth date and gender are read from the Estonian personal identification code. Other countries' cards may fill the name or code incorrectly, or give a wrong birthday or gender |
| ID Card | ID card reading mode | Standard (while customer search or creation is open): the reader works only while the customer search or customer creation window is open, and a Ready to read the ID card badge shows when a card can be inserted. A card in search selects that customer for the sale; a card in creation fills the form. The reader is released when the window closes, so it is never busy during checkout. Works with every reader, including the Swedbank terminal |
| Customer balance | Hide customer balance | Hides the customer's store credit balance in the Customer Details window and the customer section of checkout. Does not affect store credit functionality or the Account Sales module |
| Search | Automatically select the customer for the shopping cart when there is an exact search match | Adds the customer to the sale straight away when a search returns an exact match |
| Search | Set the minimum number of characters required for searching by the loyalty card code | Number of characters that must be entered before a loyalty card code search runs |
| Phone Country Code | Select default phone country code | Country code pre-filled for phone numbers |
| Customer creation | Require email for customer creation | Makes email mandatory when a customer is created at the POS. Applies only to creating a customer, not to editing one |
Custom customer attributes
Display customer attributes adds custom fields under the customer's details at the POS. Click Add new for each field.
| Column | What it does |
|---|---|
| Attribute name | Name of the customer attribute as stored on the customer record |
| Attribute display name | Label shown at the POS |
| Attribute type | Type of value, for example Text |
| Required | Makes the attribute mandatory |
| Delete (trash icon) | Removes the attribute from the list |
POS QR CRM App
In General settings > General. Enable POS QR CRM App integration turns on push notifications in the POS that alert cashiers when a customer registers or checks in through the POS QR CRM App.
General settings > General: POS QR CRM App
Role-level customer settings
Role Settings > Customers. Choose the role in Configure role, then save with Save Configuration.
Role Settings > Customers: search and creating customers
Customer search
| Setting | What it does |
|---|---|
| User group is allowed to search Customers by | The fields the role can search customers by: First and last name, National ID number, Phone, Zip (Postal) code, Loyalty Card Code, Email, Mobile. If none is selected, the role cannot search customers at all |
| Rename Loyalty Card Code | Replaces the Loyalty Card Code label in the customer search field with your own wording |
| Configurable fields in customer search results | Extra columns shown in search results: Company name, Phone, Email, Mobile. For contact persons, the company name is shown |
Creating customers
| Setting | What it does |
|---|---|
| Create new Customers | Allows the role to create customers at the POS |
| Create a customer as a contact person or an employee in a particular company | Allows the role to create a customer linked to a company as its contact person or employee |
Customer details fields
Customer details sets, for each field on the customer form, its label and whether it is shown and mandatory. There is one table for Person customers and one for Company customers. The rules apply both when creating and when editing a customer.
Role Settings > Customers: Customer details, Person
Role Settings > Customers: Customer details, Company (1 of 2)
Role Settings > Customers: Customer details, Company (2 of 2)
| Column | What it does |
|---|---|
| Rename (pencil icon) | Changes the field's label at the POS |
| Reset | Restores the field's default label |
| Enabled | Shows the field on the customer form |
| Required | The field must be filled before the customer can be saved |
| Section | Person fields | Company fields |
|---|---|---|
| Information | First Name, Last Name, Group, Birth date, Title, Gender, Job title, Country, Loyalty card number, ID code, Notes, Home store | Name, Group, Business customer type, Business area, Country, VAT number, Loyalty card number, Reg. code, Notes, Home store |
| Contact information | Email, Mobile, Phone, Fax, Email opt-out | Email, Mobile, Phone, Fax, Email opt-out |
| Addresses | Street, Address line 2, City, State, ZIP code, Country | Street, Address line 2, City, State, ZIP code, Country |
| Sales | Customer type, Tax exempt, E-Invoice | Customer type, Tax exempt, E-Invoice |
Field rules to know:
- First Name and Last Name (Person), and Name and Business customer type (Company), are always enabled and required.
- Group is always required when a customer is created. Its Enabled checkbox controls only whether the group can be changed afterwards.
- Email opt-out, Tax exempt and E-Invoice can be enabled but have no Required option.
- Email can also be made required on creation by the account-level setting Require email for customer creation, in addition to this table.
Related settings
- Loyalty card search and loyalty points: see the Loyalty Points guide.
- Filter all sales documents by active cart non-default customer and Disable selling to default customer: see Sales Orders & Sales Documents.
- Customer information printed on receipts: see Receipts & Printouts.