Moneris Go Retail - Managing customers

Track and manage customer information.

Procedure

Product

Moneris Go Retail

Overview

Managing customer information

The Customer management feature enhances your ability to engage with and understand your customers. With this feature, you can:

  • Create customer profiles — Store essential customer details such as name, email, and phone number, independently of any payment information.
  • Add a customer profile to an order at checkout — Link a customer to a sale during checkout to improve service and enable better tracking of purchase history.
  • Access customer reports — Gain insights into customer behavior with reports that highlight purchase trends and identify top customers.

 

Navigate to the Customers page
 
On the main menu, click Customers

Moneris Go Retail - Create customer profiles

Moneris Go Retail - Attach a customer profile to an order

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