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- help.kilbil.ru
- Центр поддержки kilbil
- Как работать с kilbil на торговой точке
- Как работать через моб. приложение "Кассир kilbil" (без интеграции с кассой)
- Как посмотреть информацию по клиенту и его операциям
Как посмотреть информацию по клиенту и его операциям
Где искать информацию по клиенту
1. На рабочем столе в приложении "Кассир kilbil" откройте "Статистика".
2. Внизу страницы нажмите "История операций".
3. Найдите клиента, по которому нужно посмотреть статистику.
- В поле поиска введите номер телефона клиента в формате 7ХХХХХХХХХХ.
- Выберите дату, за которую нужно посмотреть статистику.
- Установите вид операции из выпадающего списка "Операции".
- Нажмите "Применить".
Вы увидите историю операций у выбранного клиента.
Какие действия доступны в "Истории операций"
► При нажатии на Телефон откроется страница с данными клиента. Здесь можно отредактировать анкету клиента.
► При нажатии на ID операции откроется более подробная информация о ней: клиент, сумма, скидка, сколько бонусов было списано/начислено. Отсюда из "Операции" можно перейти к оформлению возврата.
Была ли статья полезна?