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8) CUSTOMER PREFERENCES

SELECT FROM THE MENU BAR CUSTOMER THEN SETUP THEN SETUP CUSTOMER PREFERENCES

A Customer preference is the way you can track the needs of your customers.  Preferences are ways the Customer wants services rendered. Use the setup screen to initially setup all the types of preference. 

An example of Customer preference is Color, Perm or Style information or favorite products or brands.

n         Use the new Preference Category button to add a preference and the edit and delete buttons to edit and delete preference category.  The Category list is located on the left-hand side of the screen.  (for example, a Preference might be: Shampoo and the categories could include Joico, TIGI, Biolage, Nexxus)

n         Select a Preference category then use the new preference button to add a preference and the edit and delete buttons to edit and delete preference.  The detail preference list is located on the right side of the screen.

Make sure you select the SAVE button to save your changes.

It is not necessary to set up these Customer preferences options to use the basic functions of Retail ADVANTAGE.

 

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