CRM

How to Enable 'Add Change to Wallet'

1. Go to the Dashboard.
2. Navigate to Settings.
3. Open Register Configuration.
4. Select Add Change to Wallet.
5. Toggle it on.

1. Navigate to Customers.
2. Search for the customer.
3. Open the customer profile. The current wallet balance will be displayed.

The Customer Wallet allows businesses to store funds on behalf of a customer. These funds can then be used for future purchases, refunds, or change management.

How to Add Funds to a Customer Wallet

1. Navigate to Customers.
2. Search for and select the customer.
3. Open the customer profile.
4. Select Customer Wallet.
5. Click Add Funds.
6. Enter the amount to be credited.
7. Confirm the transaction. The wallet balance will update immediately.

No. Customer assignment requires an active internet connection and is not available during offline mode.

The primary offline capability is completing sales transactions. Sales recorded offline will synchronize automatically once the register reconnects to the internet.

1. On the Dashboard, navigate to CRM → Customers.
2. At the top right, locate the Add Customer button, select Add Single Customer or Import Customer List.
3. Fill in the required details:
4. Full Name
5. Email Address
6. Phone Number
7. Customer Credit Limit (optional)
8. Customer Group (optional)
9. Click Save Changes.

Moniebook allows you to create and manage discounts directly from the dashboard.

1. On the Dashboard, navigate to CRM → Discounts.
2. Click the Add Discount button.
3. Enter a discount name.
4. Select the discount type:
5. Fixed Amount
6. Fixed Percentage
7. Manual Amount
8. Manual Percentage
9. Enter the discount value.
10. Select the available branches the discount applies to.
11. Toggle Auto Apply to Customer Groups if required (optional).
12. Click Create Discount.