1 When creating customers, what fields are mandatory?
Full name and Customer Group are the only mandatory fields. All other information is optional or can be added later.
2 What is the difference between the Customer import tool and Product import tool?
It is important to note that Customers cannot be updated in bulk. Once they are imported, any changes to the individual data must be done through ERPLY.
3 What are Customer Groups?
Customer Groups can be used to organize customers for reporting purposes and special discounts.
4 Why would a company use Customer Groups?
A company would use Customer Groups for anything involving multiple customers at once. This can range from mailing lists and discounts to reporting functions.
5 What are loyalty points used for?
Customers can redeem collected loyalty points to get specific promotions (if set up).
6 How are loyalty points gained?
Loyalty Points are set in the configuration for $1 = x points. This can also be set at the Product Group level, where items in a specific group give the customer more or less points per dollar.
7 Which option is not a promotion that is done through ERPLY?
Promotions cannot be set up to track how many times a customer visits the location.
8 When setting up a promotion, which option requires action by the cashier?
Automatic promotions require no action by the cashier. They will be applied once the purchase becomes eligible for the promotion.
9 What is the difference between Promotions and Coupons?
Coupons need Promotions, but Promotions do not necessarily need Coupons.