Feature of the Month

May 2004

Customer ID Cards

            A customer ID card allows you to scan a barcode at POS and easily find the customer in your customer database, as well as, retrieving their purchase history.

            The process of implementing a customer ID card is relatively simple. The following options are available to you:

            OPTION 1 - Print the ID barcode directly from RPRO - Contact BHD (916-368-1070) for training.  RPRO can print a barcode for each customer which you will apply to the back of the store’s business card.  Use a laminator to seal the card in plastic (Your tag printer must use a thermal transfer ribbon for the laminator to work).

OPTION 2 - Contact a printing company that carries plastic cards (ask your card rep if they can provide you with cards that have sequential numbered barcodes or Mag Stripe).   Your card rep will suggest a custom card that has your store name and/or logo on one side.    

The company below carries the proper cards and has customers nationwide (for those cynically inclined, BHD does not receive a commission for recommending the following company).

Guy Fashano

Interstate Business Forms

1787 Tribute Rd Suite J

Sacramento, CA  95815

800-974-9229     

                        gfashano@ibfmail.com

 Once you possess your cool store cards, you will need to make a minor change to one of your Retail Pro system preferences.

    In 7 series, go to preferences>system>settings>customers>general>customer field lookup at POS. Move info above the line to the second position - arrow down to the word INFO and press ENTER. Then arrow up to the second position and press ENTER.  It’s stored. Press Esc. back to the main menu

    In 8 series, go to Options>system preferences>customers>customer field lookup at POS. Move info above the line to the second position - double click on the word INFO.  It will move directly above the line. Left click on it and drag it into the second position. Then press save.

When a card is issued to a new customer, scan the barcode or Mag Stripe into either INFO field.  Proceed to enter the remaining customer data.

    In 7 Series if the customer already exists find the customer and then press enter on CHANGE and arrow down to the INFO line. Scan the barcode and press END.

    In 8 Series, if the customer already exists, find the customer and highlight. Go to FORM VIEW and arrow down to the info line. Click on edit, scan barcode, and then save.

            Upon the customer’s next purchase, scan the barcode or Mag Stripe on the Bill to Customer ID line (on the invoice/receipt), and the customer’s information will be written onto the document.