These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.
The talech Customers database offers the ability to personalize the customer experience as well as provide insight into how your customers shop at your store. It can also be used to support your talech House Accounts and keep track of your store credit and more.
In this article
Create a customer account from talech Register
In customers section of the app
In an open order
In a closed order
Create a customer account from talech Mobile/talech Terminal
In customers section of the app
In an open order
Create a customer account from talech.com
View or edit a customer’s profile from talech.com
Create a customer account from talech register
In customers section of the app
- Navigate to the Dashboard > Back Office > Customers. This is your customers list with all current customer accounts.
- Select the + in the top right corner to add a new account.
- Enter the customer details and save.
In an open order
- When creating an order, tap on the Customer field at the top of the open order.
- Tap Add Customer.
In a closed order
- Navigate to the Dashboard > Orders.
- Tap the Closed tab at the top of the screen.
- Tap the order you wish you attach a customer to.
- Tap on the Customer field at the top of the order
- Tap + Add Customer.
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Create a customer account from talech Mobile/talech Terminal
In customers section of the app
- From the Home screen tap Customers. This is your customers list with all current customer accounts.
- Tap the + button to add a new customer.
- Enter the customer details and save.
In an open order
- When creating an order, tap on the three dots in the top right corner.
- Tap Add Customer.
- Enter the customer details and save.
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Create a customer account from talech.com
- Log in to talech.com.
- Select Customers from the left side menu.
- Select New Customer in the top right.
- At a minimum, a customer record should contain:
- The customers' First Name and Last Name.
- Email address and/or phone number.
You can also add the following:
- Their company
- Date of birth
- A customer ID
- Address
- A loyalty card number
- Notes related to the customer
- At the bottom are the Permissions where you indicate whether the customer agrees to receive marketing emails and whether the customer can carry a negative store credit balance (house account).
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View or edit a customer’s profile from talech.com
Once you have created the customer account the customers' profile will track various customer metrics such as days since the last visit, the average spent, and total spent.
- From the Customers dashboard, select a customer to open their profile.
- In the Customer Info section, you can view the profile information and the permissions settings. Click Edit Customer Info to modify any of the profile info listed here.
- In the Loyalty section, view the customer’s loyalty points.
- In the Key Metrics section, view different metrics related to the customer’s transactions.
- In the Activity section, you have several different tabs to choose from to view details about the customer’s activity with your business. Each tab has a search bar and filters to select particular date ranges or statuses.
- Orders tab shows a summary of all orders the customer has placed with your business.
- Invoices tab shows a summary of all invoices related to the customer.
- House Account tab shows their account balance, as well as a list of the orders by date.
- Store Credit tab shows their available credit, as well as a list of the orders by date where store credit was issued.
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Need more help?
- talech training & device support (24/7): 1-888-995-1998
- Paytura merchant support (24/5): 1-855-4-PAYTURA or contact Paytura