Retaining customers is 5x cheaper than acquiring new ones. BPS POS CRM gives you a centralized hub for managing customer profiles, phone numbers, loyalty points, and maximum allowable credit balances.
Figure: BPS POS Customer Profiles and Credit Limits Screen in BPS POS.
Managing Customer Profiles and Credit Parameters
Follow these step-by-step instructions inside your BPS POS dashboard to configure and operate this workflow seamlessly:
- Go to Parties → Customers and click Add Customer.
- Fill Contact Info: Enter Full Name, Phone Number, WhatsApp, Email, and Delivery Address.
- Set Credit Limit: Define the maximum credit amount (e.g. $500.00) this customer is permitted to accumulate.
- Set Opening Balance: If bringing existing customer debt from paper ledgers, record it in the Opening Balance field.
- Save Customer: Profile is accessible in POS checkout and customer ledger reports immediately.
BPS POS Pro Tip & Best Practice
Add the customer's Birthday and Anniversary date in custom fields to send automated celebratory discount SMS vouchers.
Why This Workflow Matters for Your Business
Lightning-Fast Operations
Eliminate cashier bottlenecks, reduce customer waiting times, and handle peak rush hours effortlessly.
100% Financial Accuracy
Automate tax math, stock deductions, and ledger balances to eliminate human calculation mistakes.
Frequently Asked Questions (FAQs)
What happens if a cashier tries to sell on credit beyond the customer's limit?
BPS POS blocks the transaction with an alert unless an authorized manager enters an override PIN.
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