Customer Payment tab (Discount, Tax, Price Level, Tenders)

The Payment tab displays information about credit, discounts, tax area and other details related to payments.
On this tab, users can assign:

• Available Store Credit
• Discount %
• Tax area
• Price level
• Charge Limit, Charge Balance, Accounts Receivable flag
• Detax
• Allowed Tenders
• Default Charge Terms

Here is the list of fields on the Payment tab:

Viewing Store Credit

1. Use Customer Lookup to find and select the customer.    
2. Touch or click the Payment tab.    
3. The Avail Store Credit field shows the amount of store credit available.     

Purchase Store Credit

1. Use Customer Lookup to find and display the customer's record.    
2. Select the Payment tab.    
3. Touch or click the Edit button.    
4. Select Purchase Store Credit.    
5. In the Amount to Purchase field, enter the amount of store credit being purchased. The customer's Current Balance and New Balance are shown.    
6. Touch or click Tender Transaction. Tender the transaction and print/update. The store credit purchased by the customer is listed as change tender.   

 Customer Discounts
If a customer has a Discount % assigned in the customer record and is listed on a transaction, that discount is automatically applied to the items on the transaction. You can also define a Maximum Customer Discount % for customers. This is the maximum discount percentage allowed for the customer, taking into account customer discounts, line item discounts and global discounts.

1. Use Customer Lookup to find and display the customer's record.    
2. Select the Payment tab.    
3. Touch or click the Edit button.    
4. Touch or click the Edit Credit Profile button.    
5. In the Cust Discount % field, enter the desired discount percentage, without the percentage sign.
6. (Optional) Enter a Max Discount % (total disc. % the customer can receive on a transaction, including line item discounts).    
7. Touch or click the Save button to close the dialog.    
8. Touch or click the Save button for the customer record.    

How to tell if a customer discount was applied at POS
If you want to confirm the reason for the discount, select the item and then click the Details button. Select the Discounts tab. You will see "Cust" entered as the Discount Reason.
Changing the Customer when Discounts are Present
If item discounts have been applied and you enter a customer with a Cust Discount %, a prompt is displayed, explaining that the item discounts will be cleared.Price Levels. Customer price levels are useful for things like giving special pricing for Employees, VIPs, or other groups of customers. When the customer has a price level that is different from the store's default price level, a prompt is displayed, asking if you want to change to the customer's price level. Touch or click Yes to use the customer's assigned price level. If the transaction was using the customer's tax area and customer is removed, a prompt is displayed asking if the user would like to restore the default tax area for the transaction. Touch or click Yes to restore the defaults, or No to continue using the removed customer's assigned tax area.

"Apply Customer Tax Areas For" Preference
By default, when a Bill To Customer with an assigned tax area different from the store's tax area  is entered on a transaction, RP Prism displays a prompt to ask if the tax area should be changed. You can configure RP Prism preferences to customize when the prompt to change tax area is displayed. In Node Preferences > Customer, navigate to the Apply Customer Tax Areas For setting. The following options are available:

• Bill To Customers:  (default) When a Bill To Customer with an assigned tax area is entered on a transaction, a prompt is displayed asking if the tax area should be changed.
• Ship To Customers: When a Ship To Customer with an assigned tax area is entered on a transaction, a prompt is displayed asking if the tax area should be changed to the Ship To Customer's tax area.
• All Customers: When a Bill To Customer or a Ship To Customer with an assigned tax area is entered on a transaction, a prompt is displayed asking if the tax area should be changed.

Tax Area Prompt when removing Customer from Transaction
If the transaction was using the customer's tax area and customer is removed, a prompt is displayed asking if the user would like to restore the default tax area for the transaction. Touch or click Yes to restore the defaults, or No to continue using the removed customer's assigned tax area.

Customer Allowed Tenders
You can control which tenders specific customers can use. For example, you may want to allow only certain customers to tender payment by Check. Assign specific tenders to each customer in the "Customer Allowed Tenders" area. Only those tenders selected in the record will be available on the tender screen. Note: The Allowed Tenders setting in Admin Console Preferences takes precedence. That is, if a tender is selected in the customer record but is NOT selected in preferences, then the tender will not be available.

Customer Loyalty
If customer loyalty is enabled on the Prism server, the Payment will have a Customer Loyalty section where you can enroll/disenroll customersm change the customer's loyalty level and view the customer's loyalty history.
(To edit a customer's loyalty level, the user must belong to a group that is assigned the "Loyalty - Edit customers loyalty level permission".) Click the Customer Loyalty tab. Click the Edit button on the bottom toolbar. The Edit Customer Loyalty button is enabled. Click Edit Customer Loyalty.
 
In the displayed dialog, select the desired level from the Loyalty Level drop-down. (Note: If the Loyalty Level is locked and the user has the required permission, first click the Unlock button and then select from the drop-down).
Lock Loyalty Level
If the Loyalty Level field is locked, only users with the required "Loyalty - Edit locked loyalty level" permission can edit the field (or change the Locked/Unlocked status). To lock the loyalty level, click the Lock button. The button changes to read "Unlock".
Loyalty History
The Loyalty History feature enables a cashier or manager to quickly and easily verify loyalty activity for a selected customer:

• Changes to a customer's loyalty level (where and when the level was changed)
• A log of when points were earned/redeemed
• A list of reward items the customer has earned

1.    Use Customer Lookup to find and display the customer record.
2.    Click the Payment tab.
3.    Scroll down to the Customer Loyalty section. Click the Loyalty History button.
Information about the customer's loyalty activity is displayed. The Level tab shows transactions grouped by Loyalty Level. The Rewards tab displays information about any Reward Items the customer has earned. The Balance tab displays information about the customer's starting balance and ending balance for a specified transaction. Click OK to close the screen when finished.

Default Charge Terms
In the Default Charge Terms area, add default charge terms for the customer. The defined terms will be automatically entered on the tender screen when the customer is listed on a transaction that uses Charge as the Tender Type.