Add contact information such as email, phone, mailing address, or one of the user-defined fields that you choose.
Assign customers to a "home store" or allow access across groups of stores or the entire organization.
Easily match customer records across your entire channel, including your e-commerce site or in-store.
Retail Pro comes 'off the shelf' with loyalty tools
Award points, gifts, discounts, or a combo of any
Set up loyalty levels based on actual customer performance
Omni-channel loyalty means any purchase activity from in-store or online can be counted
Seamless Loyalty Programs
Easy to use and implement for sales, management, buyers, or planners
Offer loyalty credit based on total amounts purchased, directly tied to customer purchase history
Give points to customers who buy items you designate within your inventory
Customers can earn discounts based on their buying behavior and history
Stay On Top Of Performance
Retail Pro Loyalty follows the results of the campaign and can update the levels and thresholds for you using Bins & Scoring feature
Access All Stores
See inventory levels at all your locations. Sell from their inventory via the 'Sell From' feature or the 'Send Sale' function so you capture every transaction. See inventory levels by location in an easy to read matrix for full enterprise visibility.
Add multiple sales associates to a transaction to track activity, commissions, or accountability. Set activity levels based on percentages or equal credit, then report total credited levels in Retail Pro Reports.
Shipping & Fees
Assign fees associated with specific transactions for shipping, transit, etc. Gather shipping address from your customers directly from the receipt or the sales order. Save shipping information for customers for future use or for targeted marketing based on previous behavior.
Notes & Flags
Record unique notes for transactions to track marketing or 'where did you hear about us?' notes. Take demographic notes about your customers for directed marketing, or make notes about the weather or any other unique info about your sales.
Select tax area for the receipt based on location. Choose tax exemptions for applicable line items or customers. Calculate complex tax breakouts or additional use taxes based on locale. Advanced tax management seamlessly integrates with Avalara Automated Tax plug-in.
When performing certain actions at POS, including applying a discount and discarding a transaction, users may be required to select a Reason for the action. Track reasons and report details in Retail Pro Reports to keep staff accountable or to watch trends on transaction returns.
Next: Advanced Loyalty & Marketing
Continue the tour of Retail Pro features with valuable tools to stay in contact with your customers