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, address, email, and phone number, independently of any payment information.
• Import customers using a spreadsheet (bulk import) - Import customer data (and update existing data) using a spreadsheet
• 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.

 

Follow these steps to add a customer to Go Retail. You can record the customer's name, address, and contact information. 

	On the main menu, click Customers.
	On the Customers page, click Create customer.
	Enter the customer's first name, last name, email address, and phone number if you have them. You can always return to the profile to add more information or update the information.  Note: You can also update the customer information during a sale.   Click Save.
	To add an address: Click the checkbox next to Add address.  Enter the country, street address, city, province, and postal code.  Click Save.
	The customer profile appears, with a customer ID assigned to it, for example C-00003. All orders processed for this customer will appear here. Click Actions to delete or export the profile.  Click Back to return to the Customer page.
	The Customers page reappears showing all customers added.

Import customers using a spreadsheet (bulk import)

You can import customer information instead of manually entering the data. This will save you time especially if you already have a set of customer records. Carefully follow the steps below to perform a bulk import of customer data. You can also use this procedure to update existing Go Retail customer profiles.

Download the spreadsheet template

The first step is to download the Go Retail spreadsheet template. It contains the field names that make up a customer profile. The template allows Moneris Go Retail to automate the process of creating a customer profile for each row of data.

	On the main menu, click Customers.
	On the Customers page, click Add customer. On the drop-down menu, click Bulk import .
	On the Import page: Click Download CSV template. Your computer may save the file to the Download folder or ask you where to save it. Locate the file (Moneris_customers_template.csv) and open it.

Add customer information to the spreadsheet

Now that you have the spreadsheet on your computer, you can add your customer information. Each row in the spreadsheet represents one customer. For each customer you want to upload, complete the fields as indicated by the label at the top of each column. You can type the data or copy from another source. 

1. Make note of the required fields. At minimum, you must provide values for ONE of these fields.
   • First name. 
   • Last Name. 
   • Email. Email addresses must include an @ symbol and a dot (.) to be valid.
   • Phone number. Phone numbers must be exactly 10 digits.
2. Complete the other fields (Customer ID, address) in the row based on the information you have available.
   • Customer ID. This field is required if you want to update existing customer profiles in Go Retail. Make sure the customer ID matches the existing customer ID in Go Retail. 
   • Active Y/N. This field is planned for future use. Currently the value does not matter.
3. Check the data you entered, especially the email addresses and phone numbers.
4. Remove the rows of sample customer data. Do not remove the column headers.
5. Save the file with a new name if you wish or keep the template name. Make sure the file format is CSV (comma separated value).
   

   Note: Do not save as xlsx or other spreadsheet formats.

    

Upload the spreadsheet and fix any errors

When you are ready to upload your CSV spreadsheet, follow these steps.

	On the Import page, use one of these methods to select the CSV file on your computer: Drag and drop the file into the upload window. Click on the upload window, locate your file, and select it.
	Once the file has been successfully added for upload (either by selecting it or by dragging and dropping it),  the file name appears on the page.
	If you are using the spreadsheet to update existing customers in Go Retail, click the checkbox next to Update matching Customer ID. Go Retail will update any customer profiles with a matching customer ID.  If the box is unchecked, all the customers in the spreadsheet will be added as new customers.
	Click Upload.
	At the confirmation prompt, click Confirm to continue. Go Retail validates the customer information in the file and imports the data.  If there are errors in the customer data, the application displays the errors. Continue to step 7 to fix the errors and upload the file again. If there are no errors, jump to step 12.
	Go Retail displays the errors found in the customer data, along with the line number from the spreadsheet, the field to correct, and the error type. In the CSV file, fix the errors, based on the error description.  Save the CSV file before moving to the next step.
	When you're ready to re-upload the file, click Replace file, and select the file from your computer. Return to step 4 to upload the file. If there are more errors, fix the errors, and upload again. If there are no errors, continue to the next step.
	If there are no errors, Go Retail imports the customers in the CSV file and displays the number of customers imported. Click Close.
	Review the imported and/or updated customer profiles.

Attach a customer profile to an order

Add a customer profile to an order during a sale

During a sale, you can add a customer profile to an order. When viewing customer reports, you'll be able to see all sales associated with a particular customer.

	On the main menu, click Point of sale to start a new order. For help, refer to Moneris Go Retail - Processing Transactions.
	In the cart panel, click Actions, then click Add customer.
	When the Add customer panel appears, you can :  begin typing the customer's name in the search bar click View all customers click Create to create a new customer Click the + (plus sign) next to the customer's name to attach their profile to this order.
	The cart panel reappears showing the customer you added.  Click the customer's name for more options.
	When the customer panel appears, you can :  view customer information remove the customer edit contact information Click the x at the top, right to close the customer panel, or simply click outside the panel.

Replace a customer with a different customer

You may wish to change the customer you added to the order, for example, if you added the wrong customer. Follow these steps to replace the current customer with a different customer.