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
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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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