Customer Interaction System: Working with VIP Customers, Discount of Jubilee Customer and Promotion "Bring a friend" | Part 3

VIP Client Mode

VIP clients are special customers with a dedicated accounting and payment system. The program offers three operation modes: tracking the goods and cash balance, linking payments to sales, and partial payment with item breakdown. In the first mode, the customer can take goods on credit, and the program records the debt, which can be repaid gradually. In the second mode, each payment is linked to a specific sale, and overdue debts are highlighted for control. The third mode allows payments for specific items instead of the entire debt at once.

These modes help entrepreneurs effectively manage sales, track payments, and control customer debts. For example, loyal customers can be encouraged to buy with deferred payment options. It is also easy to see who owes how much, reducing the risk of non-repayment. A flexible payment system increases customer trust and can boost sales.

Anniversary Discount

This feature automatically applies a discount to every, for example, tenth customer. It is configured by selecting the frequency (every 5th, 10th, or another customer) and discount amount. The program automatically determines who is eligible for the bonus and notifies the cashier at the time of sale. This applies to both regular sales and invoicing.

This mode introduces an element of random benefit, encouraging customers to make purchases. Customers will return more often, hoping to receive a discount, and word-of-mouth will spread information about the favorable conditions. It is an effective marketing tool for increasing sales without additional advertising costs.

"Refer a Friend" Promotion

This mode helps attract new customers through existing buyers. The program generates unique promo codes that customers can share with their friends. The friend receives a discount on their first purchase, and the referring customer earns bonuses on their card. Bonuses can be fixed amounts or a percentage of the friend's purchase.

This promotion motivates regular customers to recommend the store to their acquaintances, creating a natural advertising mechanism. As a result, the number of new buyers increases without spending on traditional marketing campaigns. The bonus system not only encourages customers to invite friends but also to return themselves to use their accumulated bonuses.

00:00 — Introduction

00:30 — Who is a VIP client

01:30 — Which licenses support VIP client mode

02:50 — Mode "Track goods and cash balance"

05:50 — Can multiple VIP clients be selected at once

10:10 — What does the "Refund Money" button do

15:30 — Which documents are printed when clicking "Receive Money"

19:20 — Where to track money movements

22:05 — Mode "Link payments to sales"

26:20 — Unpaid VIP client sales

30:20 — Returning goods from sales

34:50 — Does the program notify about overdue VIP client debts

39:50 — Mode "Partial payment with item breakdown"

48:20 — Issued invoices for selected items

51:25 — Returning unpaid goods

54:05 — Where to configure the anniversary client discount

59:30 — Can the discount exceed the product's cost

01:04:00 — Can a sound alert be set up for the anniversary discount

01:05:40 — How to configure the "Refer a Friend" promotion

01:13:40 — How to print promo codes

01:17:00 — Summary analysis of the "Refer a Friend" promotion

01:18:40 — Analysis of printed bonuses for "Refer a Friend"

01:19:50 — Can a promo code be reused

01:22:35 — Can promo codes be generated for mass distribution

01:33:00 — Where to activate the "Promo Codes" feature in the program

01:34:35 — Conclusion

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Customer Interaction System