Go Green
Go Green - Activation
By using an emailed receipt, we offer a way to reduce the paper trail by giving customers the option of having their transaction receipts automatically emailed to them. If the customer opts to "go green", the cashier validates an email address on the payment terminal and the receipt is instantly transmitted to the customer. This feature provides store owners with a beneficial way to gather customer data into the system, therefore providing a better way to gain access to customized customer information to better market towards them individually. By activating the CRM builder it will allow user to be prompted for "go green".
Mail Settings must be enabled in order for the emailed sales transaction receipts to be sent to the customer. These are set up on CAS under Configuration --> Company Details --> Mail.
For a customer to be emailed their sales receipt, either the CRM Builder needs to be enabled (on CAS under Configuration --> POS Settings --> Other POS Settings) or the customer needs to be added (on CAS or POS) and Go Green added on the customer record.
Go Green Configuration on WinPOS
This allows to prompt for the receipt to email to the customer. To setup Go Green configuration on POS, follow the steps below :
Login to POS --> Configure --> Settings --> Transactions
Enable 'Go Green- Email Receipt' by ticking the check box
Click on ✅ button to save the settings.
Enable Go Green on Customer Records
To enable Go Green - Email receipt for a customer ;
Login to POS --> Transactions --> Customer or (Transactions --> Sales Transaction --> + Customer)
Click on Search button to find the customer from the list and select the customer.
Click on the 'Go Green' check box to enable.
Click on ✅ button to save.
Sample Email Receipt
Receipt is automatically emailed to the customer record on file. If the customer opts to "go green", the cashier validates an email address on the payment terminal by adding customer to the database by CRM builder and the receipt is instantly transmitted to the customer's email address on file .
Access
CAS Access is for System Admin, Zone Manager, Venue Manager, and Store Manager. All levels have access on POS to setup customers and go green option.
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