Customers in Barnet Portal
CUSTOMERS IN BARNET PORTAL
While basic customer edits can be made on the POS using the Edit Customer button, most customer setup and maintenance is to be completed in the Portal.
Customer Groups
All customers must belong to a Customer Group. Groups must be created before adding customers.
Customer Groups determine automatic rewards and/or pricing rules (loyalty points, discounts, cost-plus pricing).
Common groups include:Points Customers, Cost+ AR Groups, Staff, Friends & Family, Online Customers, and Third-Party Delivery Services (with specific pricing rules).
Customer Maintenance in Portal
Customer Creation
Customers can be created in the Portal or on the POS.
Each customer must have a unique Customer ID, phone numbers are recommended to eliminate duplication.
Do not edit Customer IDs once created, as all transactions are tied to the ID.
Searching & Contact Info
Customer accounts can be searched on the POS by ID, name, or phone number.
Contact information (address, phone, email) is managed in the portal.
If a customer changes phone numbers:Do not edit the Customer ID, instead update the phone number in the contact field.
AR Settings
(For more information on AR please reference the help doc: Sales Invoices and Customer AR at the Till)
The AR checkbox must be enabled for a customer to charge purchases to AR on the POS.
For Portal Sales Invoices, AR payment can be applied without this setting.
Payments taken using Receive on Account can later be matched to POS transactions via AR List on the POS.
Notes
Notes added to a customer profile will pop up on the POS during the sale.
Account Info Tab
Displays Store Credit balances and allows setting Credit Limits or bringing over initial credit from a previous POS.
If Loyalty Points are enabled, manual point adjustments can be made here.
Receive on Account
Used to apply payments directly to an AR customer’s account for POS-entered orders.
For Portal-created Sales Invoices, payments should be made directly on the invoice.
On the POS, AR payments must be applied through the POS (not via portal).
POS Editing Option
Stores may enable an Edit Customer button directly on the POS.
Tax Exemptions
Tax exemption rules can be configured per customer.Example: BC stores may make DoorDash/UberEats customer profiles PST and Liquor Tax exempt, as those platforms collect/remit the tax.
Billing & Activity
Shows all customer transactions within the selected date range.
Individual transactions can be opened for detailed view.
AR activity and balances are tracked here.
Customer Statements can be viewed or printed.