The Ramsys Central CRM provides you with a comprehensive overview of customer interactions, purchase history, and loyalty details. Below is a guide on navigating and using the CRM effectively.


Transaction Table

The central table shows detailed customer transactions:

  • Loc (Location): Store or channel of purchase.
  • Date: Transaction date.
  • Docket: Transaction reference number.
  • SSP: Salesperson or sales point.
  • ISC: Item Stock Code.
  • Qty: Quantity of items purchased.
  • Retail: Retail price of each item.
  • Reward Pnts: Loyalty points earned.
  • Loyalty Rew: Loyalty rewards associated with transactions.

Highlighted rows indicate transactions contributing to the customer's reward balance.

Loyalty Classifications

Click on any transaction row to see extra details. This is deals such as buy 10 coffees get the 11th one free.

  • Classification: Product or transaction classification.
  • Qty: Total quantity involved.
  • To go: Quantity remaining (if applicable) to next reward.
  • Last Reward: Date and details of the last reward issued.
  • Jrnl: Associated journal entries.
  • Last Bal Change: Most recent change to the customer's balance.