Customer Management
Manage your customers from the backend portal or from Vivid POS. Leverage the VIP pricing feature to apply discounted prices to specific customers and much more. Have a look at the screenshots below to learn how to manage customers for your business.
Retail
Adding a customer from the backend portal
Adding a customer from the POS
A new window will appear as Customer Management. To add a new customer tap on on the top left of the screen. Enter the customer details like name, phone number, email address, and tap Add to save the details.

Adding and enabling price lists from the portal
To begin with, you need to login to the Vivid POS backend portal using any web browser like Google Chrome or Safari. Enter your login credentials – User Id and password. Click on Submit to proceed to the portal.
Once you are logged in, click on the left navigation bar . Select Configurations under the left navigation bar.
Click Setup and click Price List. On the Price List window, Click Edit icon on the top right.
To create a new price list, click Add New at the bottom. Enter the details, select the price list Start and End dates. Make sure the Status box is selected to activate the specific price list. Once done, click Save Changes.
Assigning a price list to the products from the portal
Login to the Vivid backend portal using the registered email ID and password. Tap left navigation bar. Click Catalog as seen in the screenshot.
Now click the Items tab on top of the screen. It will open a list of items, along with their price and status. Tap on the item name to which you want to assign a price list.
Tagging a customer as a key/VIP customer from the portal
Under the Price List, check the required box. If you wish to include or exclude certain items you can do so under the Included Items and Excluded Items drop-down menus. You can choose to include or exclude entire categories or specific items. Click Save to proceed.
Generating coupons from the backend portal
Once the coupon is created, you can print and hand it over to the customer. When the customer gets back with the coupon, you can scan it to redeem.
Adding events/promotions from the backend portal?
The next step is to add the effect of the promotion to an item. Follow this path Catalog > Item > select item > Additional Settings tab.
Then, scroll down to Enable Settings and mark Enable Event. You will then
be able to apply the promotion by selecting any event from the list. Finally click Save at the bottom right corner.