CasperVend 2/Customers Page: Difference between revisions

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== '''<span style="color:#00528c">Setting All Vendors for a Grid-wide / Store-wide Sale</span>''' ==
This will set all of your vendors, everywhere on the grid, to this discount.


Last updated: 26 June, 2013
<ol>
 
<li> Log in to Caspervend.com</li>
== '''Setting All Vendors for a Grid-wide / Store-wide Sale''' ==
<li> Click "customers" tab</li>
 
<li> Up at the top, in the "customer rewards" box, click the "Add New" link</li>
: This will set all of your vendors, everywhere on the grid, to this discount.
<li> Fill in the minimum spend (for a store/grid-wide sale, you'll want "0") </li>
 
<li> Fill in the discount level. </li>
:: '''1)''' Log in to Caspervend.com
<li> Click "Add" - you won't get a message, but the page will refresh and show you the new discount level.</li>
   
<li> All set! When you're done with the sale, just click the "x" in front of the discount line to remove the discount.</li>
:: '''2)''' Click "customers" tab
</ol>
   
:: '''3)''' Up at the top, in the "customer rewards" box, click the "Add New" link
   
:: '''4)''' Fill in the minimum spend (for a store sale, you'll want 0)  
   
:: '''5)''' Fill in the discount level.  
   
:: '''6)''' Click "Add" - you won't get a message, but the page will refresh and show you the new discount level.
   
:: '''7)''' All set! When you're done with the sale, just click the "x" in front of the discount line to remove the discount.
 
== '''Setting General Customer Loyalty Discounts''' ==


== '''<span style="color:#00528c">Setting General Customer Loyalty Discounts</span>''' ==
This is for setting your general loyalty discounts. These discounts will give "cash back" to customers who've purchased products totaling over the minimum level(s) you specify using these instructions.  
This is for setting your general loyalty discounts. These discounts will give "cash back" to customers who've purchased products totaling over the minimum level(s) you specify using these instructions.  


:: '''1)''' Log in to Caspervend.com
<ol>
   
<li> Log in to Caspervend.com</li>
:: '''2)''' Click "customers" tab
<li> Click "customers" tab</li>
   
<li> Up at the top, in the "customer rewards" box, click the "Add New" link</li>
:: '''3)''' Up at the top, in the "customer rewards" box, click the "Add New" link
<li> Fill in the minimum spend level. This is for how much you want your customers to have spent in your store before getting this discount. </li>
   
<li> Fill in the discount level. </li>
:: '''4)''' Fill in the minimum spend level. This is for how much you want your customers to have spent in your store before getting this discount.  
<li> Click "Add" - you won't get a message, but the page will refresh and show you the new discount level.</li>
   
<li> All set! </li>
:: '''5)''' Fill in the discount level.  
</ol>
   
:: '''6)''' Click "Add" - you won't get a message, but the page will refresh and show you the new discount level.
   
:: '''7)''' All set!  


== '''FAQ / Troubleshooting''' ==
== '''<span style="color:#00528c">FAQ / Troubleshooting</span>''' ==


: '''Q.''' Is there a way to change this so that it keeps a credit balance instead of giving customers cash back?  
: '''Q.''' Is there a way to change this so that it keeps a credit balance instead of giving customers cash back?  
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:: '''A.''' The largest discount applies to the transaction, the other(s) do not.
:: '''A.''' The largest discount applies to the transaction, the other(s) do not.


== '''Not what you were looking for?''' ==
== '''<span style="color:#00528c">Not What You Were Looking For?</span>''' ==


: If this doesn't answer the "How do I...?" question you have, perhaps you need the page on [[CasperVend_2/Vendor_Discounts| Group & Vendor Discounts]] instead?
: If this doesn't answer the "How do I...?" question you have, perhaps you need the page on [[CasperVend_2/Vendor_Discounts| Group & Vendor Discounts]] instead?
   
&nbsp;

Revision as of 05:16, 30 June 2013

Setting All Vendors for a Grid-wide / Store-wide Sale

This will set all of your vendors, everywhere on the grid, to this discount.

  1. Log in to Caspervend.com
  2. Click "customers" tab
  3. Up at the top, in the "customer rewards" box, click the "Add New" link
  4. Fill in the minimum spend (for a store/grid-wide sale, you'll want "0")
  5. Fill in the discount level.
  6. Click "Add" - you won't get a message, but the page will refresh and show you the new discount level.
  7. All set! When you're done with the sale, just click the "x" in front of the discount line to remove the discount.

Setting General Customer Loyalty Discounts

This is for setting your general loyalty discounts. These discounts will give "cash back" to customers who've purchased products totaling over the minimum level(s) you specify using these instructions.

  1. Log in to Caspervend.com
  2. Click "customers" tab
  3. Up at the top, in the "customer rewards" box, click the "Add New" link
  4. Fill in the minimum spend level. This is for how much you want your customers to have spent in your store before getting this discount.
  5. Fill in the discount level.
  6. Click "Add" - you won't get a message, but the page will refresh and show you the new discount level.
  7. All set!

FAQ / Troubleshooting

Q. Is there a way to change this so that it keeps a credit balance instead of giving customers cash back?
A. Not at this time. There is a suggestion for it in the queue, so perhaps sometime in the future it will be an option.
Q. If you have two discounts (one set for all, and one set for a group) - does the larger one override the smaller, or do they both apply?
A. The largest discount applies to the transaction, the other(s) do not.

Not What You Were Looking For?

If this doesn't answer the "How do I...?" question you have, perhaps you need the page on Group & Vendor Discounts instead?


 

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