Transactions

Chapter 5. Transactions

Revision History

Table of Contents

Regular customer account operations
Regular customer account operations log
Regular customer points operations
Regular customer points operations list
Regular customer account balances
Regular customer account balances operational report
Regular customer point balances
Regular customer point balances operational report
Regular customers
Regular customers directory
Regular customer groups
Regular customer groups directory
Select regular customer group window
Regular customer account types
Regular customer account types directory
Partners
Partners directory
Partner groups
Partner groups directory
Select partner group window
Personal profiles
Personal profiles directory
Personal profile groups
Personal profile groups directory
Select personal profile group window
Companies
Companies directory
Company groups
Company groups directory
Select company group window
Company types
Company types directory

Here you will find information about vendors and recipients of stock items and goods, as well as details of regular customers.

Regular customers are clients (both individual and corporate) which regularly use services of your enterprise and enjoy loyalty benefits, e.g. discounts, bonuses, priority service, taking part in prize drawings.

Regular customers are given IDs, e.g. client cards (personal or to the bearer). You can assign a personal promotion category for a regular customer, open one or more personal accounts, grant discounts and add reward points according to the rewards programme of your enterprise. Information about all operation on regular customer accounts and points is stored in the database.

Tillypad XL allows you to authorise both your own customers and clients of other systems. When authorising your own regular customer, the screen displays client's details, including account balance and number of points earned by this client. You can also accord promotion categories and add points to clients of other systems or run operations on their accounts. Privilege authorisation is used to accord special service conditions to such clients.

The Transactions section stores personal details of clients, partners, and employees. Tillypad XL also allows you to store information about companies that play the role of your clients and partners and use it in documentation of your relationship with external organisations. When doing so, it is important to have the companies details, e.g. registered office address, TIN, settlement account number.

The Transactions section includes lists, operational reports, and directories.

The section lists store data on operations and results of operations between your enterprise and its vendors, partners, and clients, including regular customers.

The Transactions section includes the following lists:

The Transactions section contains the following operational reports:

You can open the lists and the operational reports from the Transactions menu in the main menu.

Figure 5.1. Opening lists and operational reports in the Transactions section


The Transactions section includes the following directories:

You can open the directories from the Directories menu in the Transactions main menu.

Figure 5.2. Opening directories in the Transactions section