Add a Service

A service item is a non-tangible, service-based product. Service items have an element of time, a price, and a staff member who provides the service. Use these guidelines to add a service:

What is a Service Item?

A service itemĀ is a non-tangible, service-based product. Services have an element of time, a cost associated with the service, and a staff member who provides the service.

Update Customer Details

Keep client records up-to-date so you can stay in touch and track their preferences.

Set Up Customer Loyalty Program

The Customer Loyalty Program is a point-based program where customers gain points from purchases. Customers redeem points for rewards at the register in the form of a discount off their purchase amount. Loyalty program is set up…

Set Customer Order Limit

Set order limits within a customer’s profile. When an order limit is set, Exatouch tallies the outstanding balances from a customer’s open orders and alerts you when the designated limit is reached. A manager’s PIN is required…

Find Customer Details

Customer profiles and their corresponding details are accessed from the Customers module.

Clearer Labeling for Inventory Field

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE RELEASE NOTES PRIOR TO 2020 ARCHIVE. YOU WILL BE REDIRECTED.)