December 1, 2021 - CSI Works

Customer Numbers and Importing – Clover POS Station

Customer Numbers and Importing

Type: Support Call

Call Reported On: 1/11/2021

Products Discussed: Customer Plus Plus CRM

Q&A

Merchant: We are looking at possibly switching to a Clover Station POS system. With our existing system, we enter customers by a Customer Number, similar to an account number. We generate their customer # chronologically, from another database app we use, and assign in the order they complete our facility orientation. So, right now, we have #1 to around #19,500 or so.

If we switch to Clover, we’d like to still use customer numbers and be able to quickly pull up a customer by customer # to add to a transaction.

How does your app handle this?

And, how could we import our existing customers into a Clover environment, with their existing customer numbers intact, in the record, ready to use?

We also would need to import our existing Item (inventory) list.

CSI Works Support: Thank you for considering our app for your needs.

I’ve made these video answers for you along with visuals.

Video showing Cloud CRM on Clover Devices: https://youtu.be/kaXO9ErfcSE

Video showing Cloud CRM on Clover web account: https://youtu.be/z7-KJFXw1wM

Please watch these 2 videos and call me if you have any follow up questions. I would be glad to assist.

Customer++ cloud crm - 12/01/2021

How to get Variable Price Barcode Parser to Read Correct Price

Type: Support Call
Call Reported On: 1/5/2021
Products Discussed: Variable Price Barcode Parser

Q&A

Merchant:
I have a question about the problem I'm having using the app.

I have a CAS LP-1000. When I set up the barcode to clover with the 6 digit and scan, it comes out not as what the video show.

For example, I have a CAS barcode 0200174404233 label priced at $4.23, and I enter "200174" for the clover product code. The price should come out as $4.23 but comes out as $404.23.

How do I fix this?

Is this something I can change in clover setting or my CAS LP-1000 setting?

CSI Works Support:
Thank you for reaching out.

To correct the issue, you are having open Variable Price Barcode Parser app.

On the top right-hand side corner, you will see an icon for settings (looks like gear head) Click on that icon

Once you click on settings Icon you will see two different barcode formats:

One for $999.99 and one for $99.99

You need to choose the one that’s for $99.99 and hit save.

This will take care of the issue you are having.

Variable Price Barcode Parser - 12/01/2021