https://wesshelp.wessconnect.com/2023/12/13/how-to-add-a-new-customer/

Step 1: Click “Customer” .

Step 2: Click “CUSTOMER” .

Step 3: Click on “NEW” .

Step 4: Enter the “First Name” of the new customer.

Step 5: Can add information as many as you want here.

Step 6: Click on “APPLY” or other disk icons to save.

Step 7: Make sure the new customer has been saved.

Last Updated: July 2024 

https://wesshelp.wessconnect.com/2023/12/13/how-to-edit-customer-details-2/

Step 1: Click “Customer” .

Step 2: Click “CUSTOMER” .

Step 3: Click on the pen icon “✏️” to edit.

Step 4: Edit information as many as you want here.

Step 5: Click on “APPLY” or other disk icons to save.

Step 6: Make sure the change has been saved.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/13/how-to-unpublish-a-customer/

Step 1: Click “Customer” .

Step 2: Click “CUSTOMER” .

ℹ️ Method 1

Step 3: Click on the pen icon “✏️” to edit.

Step 4: Set “Published” to “No” .

Step 5: Click on “APPLY” or other disk icons to save.

Step 6: Make sure the change has been saved.

ℹ️ Method 2

Step 7: Click on the “✔️” to unpublish.

Step 8: Make sure the change has been saved.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/13/how-to-publish-back-the-unpublished-customer-2/

Step 1: Click “Customer” .

Step 2: Click “CUSTOMER” .

Step 3. Select “No” to show the unpublished user.

ℹ️ Method 1

Step 4: Click on the pen icon “✏️” to edit.

Step 5: Set “Published” to “Yes” .

Step 6: Click on “APPLY” or other disk icons to save.

Step 7: Make sure the change has been saved.

ℹ️ Method 2

Step 8: Click on the red close icon “❎” to publish.

Step 9: Make sure the change has been saved.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/13/how-to-check-customer-transaction-history-2/

Step 1: Click “Customer” .

Step 2: Click “CUSTOMER” .

Step 3: Click on a customer Name to view its details.

Step 4: Click on TRANSACTION.

Step 5: Check the “Latest Transaction History” here.

Step 6: [Optional] Click on View All.

Step 7: [Optional] Check the “Sale Detail” which is a more detailed transaction history here.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/13/how-to-let-customers-fill-in-their-details-by-themselves-2/

Step 1: Click “Customer” .

Step 2: Click “NEW CUSTOMER” .

Step 3: Add information as many as you want here.

Step 4: Click on “Create” .

Step 5: Make sure the new customer has been saved.

Step 6: [Optional] Can click on “Edit” to continue editing customer details.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/13/how-to-edit-the-customer-new-entry-form-2/

Step 1: Click “Setting” .

Step 2: Click “CUSTOMER NEW ENTRY” .

Step 3: Click on the pen icon “✏️” to edit.

Step 4: Drag elements from the left panel into the right panel to add it.

Step 5: [Optional] Tick the checkbox “☑️” if the information mandatory to be filled.

Step 6: [Optional] : Click on the red close icon “❎” to remove the element.

Step 7: Click on “APPLY” or other disk icons to save.

Step 8: Make sure the change has been saved.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/19/how-to-set-customer-code-2/

Step 1: Click “Setting” .

Step 2: Click on “REFERENCE CODE” .

Step 3: Click on the pen icon “✏️” to edit.

Step 4: Edit information as many as you want here.

Step 5: Click on “APPLY” or other disk icons to save.

Step 6: Make sure the change has been saved.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/19/how-to-add-customer-member-groups-2/

Step 1: Click “Setting” .

Step 2: Click on “CUSTOMER GROUP” .

Step 3: Click on “NEW” .

Step 4: Enter the “Name” of the new customer group.

Step 5: Set the validity time for this customer group once assigned.
[!] Leave it empty will make this group permanent until removed manually.

Step 6: [Optional] As the expiry date can be updated, thus can turn this on to prevent it.

Step 7: Make sure the “Published” has been set to “Yes“.

Step 8: Can add information as many as you want here.

Step 9: Click on “APPLY” or other disk icons to save.”

Step 10: Make sure the new customer group has been saved.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/19/how-to-allow-multiple-customers-to-have-the-same-phone-number/

Step 1: Click “Setting” .

Step 2: Click “CUSTOMER SETTING” .

Step 3: Set “Allow Phone Duplication” to “On” .

Step 4: Click on Save icon “💾” .

Step 5: Make sure the change has been saved.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/19/how-to-edit-prepaid-item-remarks-for-particular-customers/

Step 1: Click “Customer” .

Step 2: Click “CUSTOMER” .

Step 3: Click on the pen icon “✏️” to edit.

Step 4: Click “TRANSACTION” .

Step 5: Click on the ‘i’ icon “ⓘ” . 

Step 6: Write the “Prepaid Remarks” here.

Step 7: Click on “Cancel” .
[!] The OK button can be ignored here.

Step 8: Click on “APPLY” or other disk icons to save.

Step 9: Make sure the change has been saved.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/19/how-to-share-the-account-with-multiple-customers/

Step 1: Click “Customer” .

Step 2: Click “CUSTOMER” .

Step 3: Click on the pen icon “✏️” to edit.
[!] It can be anyone from the sharing group

Step 4: Tick the Sharing Account checkbox “☑️” .

Step 5: Click on “APPLY” or other disk icons to save.

Step 6: Make sure the change has been saved.

Step 7: Copy the code from the “Sharing Account field“.

Step 8: Click on CANCEL icon “❌” .

Step 9: Select another customer and Click on the pen icon “✏️” to edit.

Step 10: Tick theSharing Account  checkbox “☑️” .

Step 11: Paste the copied code into “Sharing  Account” field.

Step 12: Select a customer who matched to this code.

Step 13: Click on “APPLY” or other disk icons to save.

Step 14: Make sure the change has been saved.

[ℹ️] To check if the customers have shared the same account

Step 15: In the new ticket, select a customer who shared their account with another.

Step 16: Click on “Use Prepaid“.

Step 17: Hover the mouse over the ‘i’ icon “ⓘ” to show which customer has shared this prepaid item.

Last Updated: July 2024

https://wesshelp.wessconnect.com/2023/12/19/how-to-turn-on-customer-loyalty-rewards-2/

Step 1: Click “Setting” .

Step 2: Click “LOYALTY SETTING“.

a. [!] If needing to turn off customer loyalty reward  can do this .

Step 3: Set Calculate Reward Point By to “– None –” .

Step 4: Click on Save icon “💾” .

Step 5: Make sure the change has been saved.

b. [!] If needing to turn on customer loyalty reward  can do this .

Step 3: Select a reward method from “Commission Scheme Calculate Reward Point By” .
* None: Off
[T] Total: Give points based on payment amount.
[I] Item: Give points based on item details.
[C] Total & Customer Group: Work as “Total” + “Item” , but it varies based on the customer group.

Step 4: Enter “Reward Point For Referring New Customer” .
Regardless of any calculation method, this reward will be given.

Step 5: Click on Save icon “💾” .

Step 6: Make sure the change has been saved.

ℹ️ [T] If “Commission Scheme Calculate Reward Point By” is set as “Total“

• N: Number of points given per amount spent.
• M: Amount needed to earn one point.
• C: Percentage if paying an outstanding balance.

Step 1:

Set “Calculate Reward Point By” to “Total“, then
enter Points Given per Spent Amount (denoted as ‘N‘) .
For example, based to the diagram, that enter ‘2‘ points.
FORMULA : Points = Amount x N/M x C% (if paying outstanding amount)

Step 2:
In the same screen, enter the Spent Amount per Point Given (M).
For example, based to the diagram, that enter ‘1‘.
FORMULA : Points = Amount x N/M x C% (if paying outstanding amount)
 

Step 3:
In the same screen, enter the Percentage for Outstanding Payment (C%).
For example, based to the diagram, that enter ‘50%‘ .

Step 4: Click on Save icon “💾” .

Step 5. Make sure the change has been saved.

ℹ️ [I] If “Commission Scheme Calculate Reward Point By” is set as “Item“

Step 1. Click on the pen icon “✏️” to edit.
[!] This applies on products, services, packages, and coupons

Step 2: Click on “LOYALTY” .

Step 3: Enter Reward Point given after purchasing this item.

[Optional] Tick the checkbox “☑️” of always use this reward point if you wish to ignore rules from the customer group.

Step 4: Click on “APPLY” or other disk icons to save.

Step 5: Make sure the change has been saved.

ℹ️ [C] If “Commission Scheme Calculate Reward Point By” is set as “Total & Customer Group”

Step 1: Click “Setting“.

Step 2: Click on “CUSTOMER GROUP“.

Step3: Click on the pen icon “✏️” to edit.

Step 4: Edit points per amount, it is similar to the default points setting.

Step 5: Tick the Auto-convert checkbox “☑️” and set the minimum amount before giving points.

Step 6: Click on “APPLY” or other disk icons to save.

Step 7:  Make sure the change has been saved.

Last Updated: July 2024