CasperVend 2/Customers Page: Difference between revisions

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Last updated: 26 June, 2013
== '''Setting All Vendors for a Grid-wide / Store-wide Sale''' ==
== '''Setting All Vendors for a Grid-wide / Store-wide Sale''' ==


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


:: 1) Log in to Caspervend.com
:: '''1)''' Log in to Caspervend.com
      
      
:: 2) Click "customers" tab
:: '''2)''' Click "customers" tab
      
      
:: 3) Up at the top, in the "customer rewards" box, click the "Add New" link
:: '''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)  
:: '''4)''' Fill in the minimum spend (for a store sale, you'll want 0)  
      
      
:: 5) Fill in the discount level.  
:: '''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.
:: '''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.
:: '''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 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.  


== '''Related Page''' ==
== '''Related Page''' ==


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

Revision as of 00:43, 27 June 2013

Last updated: 26 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 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 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.

Related Page

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