Casio V-REGI Series, V-R7000, V-R100 Reference Manual

V-REGI series Store support system Standard package

Sales management

Customer File Reference Manual

V-R7000

V-R100

Contents

1.1. .................................................................................................................... 5 Outline of the system

.................................................................................................................. 6 Jobs and functions list

1.2.

..................................................................................................................... 7 What’s RFM Analysis

1.3.

2.1. ................................................................................................................................. 9 Customer Note

2.1.1. ...........................................................................................................................................................10 Main screen

2.1.2.

.................................................................................................................................... 11 Register New Customer

2.1.3.

....................................................................................................... 12 Register New Customer at Registr ation

2.1.4.

...............................................................................................................................17 Edit Customer Information

2.1.5.

.............................................................................................................................18 Lock Customer Information

2.1.6.

.......................................................................................................................... 19 Delete Customer Information

2.1.7.

................................................................................................................................................20 Search Customer

2.1.8.

...............................................................................................................................................................22 Functions

2.2. ........................................................................................................................ 37 Customer Analysis

2.2.1. ..........................................................................................................................................................37 Base Screen

2.2.2.

.......................................................................................................................................................39 Rank Settings

2.2.3.

.............................................................................................................. 40 Search from Result of RFM Analysis

2.2.4.

.................................................................................................................................................................42 Function

...................................................................................... 5

............................................................................ 9

Introduction of the Customer File

Operation of the V-REGI Customer File

2.3. ........................................................................................................ 45 Settings for Customer File

2.3.1. .............................................................................................................................................................45 Main Menu

2.3.2.

......................................................................................................................................46 Customer File Settings

2.3.3.

.................................................................................................. 49 Set Up Candidates (List) of Customer File

2.3.4.

.....................................................................................................................................51 Setting of RFM Analysis

2.3.5.

.................................................................................................................. 52 Functions (On Customer Setting)

2.3.6.

..............................................................................................................................................................70 Protection

2.3.7.

.......................................................................................................................................................71 Data Deletion

3.1. ...................................................................................................................... 73 Customer Accounts

3.1.1. ..................................................................................................................................................................73 Settings

3.1.2.

.................................................................................................................................................73 Customer charge

3.1.3.

........................................................................................................... 73 Receive payment of customer charge

3.1.4.

......................................................................................... 75 Check the current balance of customer charge

3.1.5.

...................................................................................................................................75 Cancel customer charge

4.1. ...................................................................................................................................... 76 Output PDF

4.1.1. ........................................................................................................................................................78 Save location

4.1.2.

........................................................................................................................................... 76

....................................................................................................................................................................78 Others

.............................................................................. 73

Link with Sales Management System

Others

Introduction

This manual explains functions and operation of Customer File.

Take advance notice

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SECTION 1

Introduction of the Customer

File

1. Introduction of the Customer File

1.1. Outline of the system

V-REGI Customer File offer management of Customer Information at the store.

Customer File

dd / Modify / Delete

Customer

Maintenance

RFM Analysis

Configure Customer

File System

Stamp Control

Coupon Control

Send Customer File

RFM Analysis

Configure Customer System

Issue Stamp Receipt by Customer File

Issue Coupon Receipt by Customer File

Send customer file as E-Mail

attachment

E-Mail Issue

E-Mail Magazine

Issue E-Mail by Customer File

This is function just for CXD Next

1.2. Jobs and functions list

 Customer Note --- Operations to control Customer Information

New：R egister new Customer Information Edit ：Edit Customer Information Delete：Delete Customer Information Print：Print Customer Information

Function: Print Customer Information, Print Customer Bar Code,

The privilege to a customer is set up. (Givi ng a discount)

Send Customer File as E-Mail attachment, Send E-Mail to Customer.

Search：Search with C ustomer Information to fi nd out Customer, sort and print them

 Customer Analysis --- Operations to analyze wh

Analysis：Customer Analysis with RFM, show list. Rank：Setup range values for RFM Analysis Print：Print result of RFM Analysis

Function: Print result of RFM Analysis, Print Customer Bar Code,

The privilege to a customer is set up. (Givi ng a discount)

Send Customer File to Administrator as E-Mail attachment , Send E-M ail to Customer.

Search：Search with C ustomer Information to fi nd out Customer, sort and print them

 Settings for Customer File --- Customize “Customer Note” and “Customer Analysis” o

Item： List：When “Input Method” is List ( Candidate), Setup item of list

RFM：Setup r ange v alues for RFM Analysis

Function: Setting for Stamp , Coupon, and A dministr ator E- Mail Address to se nd Customer

Protection: Set Administrator password, Set User passwo rd and limi tation.

Set: Initialize reservati on data

program name of each parameters and control for Customer File

File.

at customer has purchased in the past

peration.

1.3. What’ s RFM Analysis

RFM

From Wikipedia, the free encyclopedia

RFM is a method used for analyzing customer commonly used in database marketing attention in retail

RFM stands for

Recency - How recently did the customer purchase? Frequency - How often do they purchase? Monetary V alue - How much do they spend?

To create an RFM analysis, one creates categories for each attribute. For instance, the R

ecency attribute might be broken into three categories: customers with purchases within the last 90 days; between 91 and 365 days; and longer than 365 days. Such categories may be arriv to find meaningful breaks. Once each of the attributes has appropriate categories defined, segments are created from the intersection of the values. If there were three categories for each attribute, then the resulting matrix would have twenty-seven possible combinations (one well-known commercial approach uses five bins per attributes, which yields 125 segments). Companies may also decide to collapse certain subsegments, if the gradations appear too small to be useful. The resulting segments can be ordered from most valuable (highest recency, frequency, and value) to least valuable (lowest recency, frequency, and value). Identifying the most valuable RFM segments can capitalize on chance relationships in the data used for this analysis. For this reason, it is highly recommended that another set of data be used to validate the results of the RFM segmentation process.

ed at by applying business rules, or using a data mining technique, such as CHAID

behavior and defining market segments. It is

and direct marketing and has received particular

SECTION 2

Operation of the Customer File

2. Operation of the V-REGI Customer File

2.1. Customer Note

Customer note can be entered from Top Menu – Note tab.

2.1.1. Main screen

Here is the main screen of the Customer File

Ａ.Result Ar ea

B.List of customers

・The number of result of search, and list will be indi cated.

・Tap《 or 》to move back / forw ard list.

Ａ．Result Area

C.Customer Information

D.Function keys

・Tap this field to get dialog to search customer.

・Browse list of Customer

・Display detailed Customer Information where you have tapped List Are at B .

Ｃ．Details of Customer Information

・Display detailed Customer Information where you have tapped List Are at B .

・Tap》 to show customer stamp and charge sales information.

Ｂ．List of Customer

Ｄ．Function keys

・Av ailable function k eys are displa yed in this field.

2.1.2. Register New Customer

R egister new Customer

Detailed display region

 When the tap of <New> is carried out, a detailed display region will be in the

input state of New Customer Information.

 A customer code is assigned automatically.  After inputting required information, if the tap of <Save> is carried out,

Customer Information will be registered.

 When you stop an input, please carry out the tap of <Cancel>

2.1.3. Register New Customer at R egistr ation

During operation of the register, if you want to search or register a customer, Please tap the <SHEET> the lower right corner of the screen.

・ Tap <CUST#>

[Switching of the dialog] When you tap the title right ">>" mark It is possible to switch customer code search, phone number search, the customer name search.

・ When you tap the <OK> without entering the customer code, you will be able

to search for the customer from the customer list.

・ After confirmation, please refer to the following [1] and [2], the operation

description.

[1] If the customer is already registered

 Customer name that corresponds to the customer code that you entered

will be displayed.

 Make sure the customer name that appears. When you tap the bot tom

right of this dialog the <OK>, customers listed will be selected.

[2] Customer is not registered, if you want to register as a new custo mer

 Dialog is displayed if the customer has not been registered.  If you want to register as a new customer, and then tap <OK> dialog

lower right.

 Please tap the <Cancel> If you want to cancel the registr ation.

 Registration confirmatio n screen of the customer is display ed, register

the customer's name.

 When you tap the frame that are listed as "New Customer", customer

name input screen is displayed.

 Enter Customer Name, and tap<OK>.

 Make sure what you have entered, tap the <OK> dialog bottom right, it

will be registered.

 Customer information after registration you can be changed in the

[Customer Note].

[3] If you want to register a new customer easily from the beginning

 I will tap in the upper left corner of the customer code input dialog [+].  Customer code is issued automatically, go to the registration

confirmation screen.

 A subsequent operation is the same as the registr ation of new

customers.

[4] If you w ant to select from the entire customer list

Select from a list of customer book.  In a state of displaying customer code input dialog, I will tap the <OK>

without entering the customer code.

 Customer list is displayed. Tap the list display area on the left side,

customer information of the target appears on the right side, and then tap <OK>.

 Tap the <Cancel> If y ou wa nt to stop the oper ation.

2.1.4. Edit Customer Information

Edit registered Customer Information

 T ap the List area in the main menu to displa y detailed Customer Information

for editing

 Enter required information and tap <Sav e> this will store your new settings.  To cancel entry, tap ＜Cancel＞ button

2.1.5. Lock Customer Information

Lock Customer Information

 Tap the List area on the main screen and then tap <Edit> butto n while the details are

displayed.

 Scroll down the customer information area.  Change set value of Out of Service.

0:Valid Unlock the customer 1:Invalid Lock the customer

 When confirmation dialog is displayed, tap <Enter> to delete customer  To cancel delete sequence, tap <Close> button  This locked customer information can not be used in R egistr ation.

2.1.6. Delete Customer Information

Delete Customer Information

 T ap the List area on the main screen and then tap <Delete> button while the details are

displayed.

 When confirmation dialog is displayed, tap <Enter> to delete customer  To cancel delete sequence, tap <Close> button

2.1.7. Search Customer

2.1.7.1. Search by condition

Y ou can find Custo mer by using search function with specific key.

 A search dialog will be displayed if the tap of the search region is carried out.  A search condition can be inputted by carrying out the tap of the search condition item.

Example of a search condition input

 The sorting method can be specified by carrying out the tap of the sorting item.  After inputting a search condition and sorting conditions, if the tap of <Enter> button is

carried out, it will search, and display a result on a list display region.

 When you have stopped searching, please carry out the tap of <close>.

2.1.8. Functions

Functions:

 Print Customer Information, Print Customer Bar Code,  The privilege to a customer is set up. (Giving a discount)  Send Customer File as E-Mail attachment.  Send E-Mail to Customer as DM.  E-Mail Magazine Subscription for CXD NEXT.  Purchase history  History of customer accounts  Print customer statement report

2.1.8.1. Print Out Customer Information

It is possible to print out registered Customer Information.

 Tap <Print> butto n at the main menu fo r print out  Batch or individual Customer Information can be selected

2.1.8.2. Print out Customer Scanning Code

 In [Customer Bar Code Sheet is printed], VX prints Customer Bar Code

(Scanning Code. Not Customer Code) on EAN 12 + 1 (Check Digit)

+ 55 hidden pages