Customer Management

Retail

Adding a customer from the backend portal

Open any browser, visit the Vivid backend portal, and log in with user ID and password. Click on Submit to proceed to the portal.

Once you are logged in, click the left navigation bar and click Customers. To add a new customer click .

A new window will pop up, enter the required details like name, email address, phone number, etc. If you wish to mark the customer as Tax Exempt, use the toggle to enable it as seen in the screenshot. Click Save to proceed.

Adding a customer from the POS

Login to the Vivid POS using the registered email ID and password. Tap left navigation bar. Click Customer to add a new customer as seen in the
screenshot.

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

With VIP pricing, you can apply discounted prices to specific customers. You can set specific products to have different prices for these designated customers.

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.

Click the Additional Settings tab and mark the checkbox adjacent to Specific price List. Enter the price you would like to charge your key customers and ensure the Status box is checked. Click on Save to proceed as seen in the screenshot.

Tagging a customer as a key/VIP customer from the portal

Login to the Vivid backend portal, click the left navigation bar , and select Customers as seen in the screenshot below.

Click the Edit icon on the top right corner as shown in the screenshot.

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.

Once an order is started for a VIP/key customer, the prices of applicable products will adjust to reflect the VIP discount.

Generating coupons from the backend portal

Login to the Vivid backend portal, click the left navigation bar , and select Coupons as seen in the screenshot.

To create a new coupon click on .
A new window will pop up, enter the required fields like name, issue, and expiry date for the coupon.
The discount can be set as a percentage or entered as the amount for the coupon. Include and exclude items for the coupon from the drop-down menus. You also have the option to customize coupon messages on the receipt.
Finally, click Save to create a new coupon.

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?

Login to the Vivid backend portal, click the left navigation bar, and select Promotions as seen in the screenshot above.

On the top bar, you will see the Promotion and Promotion Rule tabs. First of all, you should click the Promotion Rule and then click the button.

Fill in the Rule Name, put the Start Date and End Date. Enter the pricing for different days where ever applicable. Click Save.

Secondly, click on the Promotions tab. Then click on the button to add an event. Next, enter the name for the event and select the rule from the drop-down menu. End this step by clicking on the Save button..

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.