The Retail Express Marketing and Survey questions feature can be used for capturing information from your customers e.g. mailing list subscriptions, or "how did you hear about us?".
At the time of processing a sale, your staff can ask the survey questions and update the customer responses directly within the sale window.
To update the survey questions for a customer:
- Open POS
- Create a sale
- Click on the Customer tab
- Use the fields to search for an existing customer
Can create a new customer by entering information to the fields and clicking "Save Above as a New Customer
- Click Edit Customer
- Click the red Survey button (if the customers have previously answered the survey the responses will be displayed under the Survey heading)
If you click the Survey button and nothing happens, check you have clicked Edit Customer - otherwise you will be unable to edit the customer survey responses.
- Select the appropriate answer from each of the the drop-down boxes
- Click Done to return to the sale