Casio V-REGI Series Reference Manual
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Casio V-REGI Series Reference Manual

Store support system, standard package, sales management, customer file
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V-REGI series
Store support system
Standard package
Sales management
Customer File Reference Manual
V-R7000
V-R100
1

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Summary of Contents for Casio V-REGI Series

  • Page 1 V-REGI series Store support system Standard package Sales management Customer File Reference Manual V-R7000 V-R100...

  • Page 2: Table Of Contents

    Contents Introduction of the Customer File ..................5 1.1. Outline of the system ........................5 1.2. Jobs and functions list ........................6 1.3. What’s RFM Analysis ........................7 ................9 Operation of the V-REGI Customer File 2.1. Customer Note ..........................9 2.1.1.
  • Page 3 The copyrights for this manual, as well as all rights related to the software noted in this manual are the property of CASIO Computer Co., Ltd. The unauthorized reproduction of this manual in whole or part is prohibited without the...
  • Page 4 SECTION 1 Introduction of the Customer File...

  • Page 5: Introduction Of The Customer File

    1. Introduction of the Customer File 1.1. Outline of the system V-REGI Customer File offer management of Customer Information at the store. Add / Modify / Delete Customer File Customer Maintenance RFM Analysis RFM Analysis Configure Customer Configure Customer System File System Issue Stamp Receipt by Stamp Control...

  • Page 6: Jobs And Functions List

    1.2. Jobs and functions list  Customer Note --- Operations to control Customer Information New： Register new Customer Information Edit ：Edit Customer Information Delete：Delete Customer Information Print：Print Customer Information Function: Print Customer Information, Print Customer Bar Code, The privilege to a customer is set up. (Giving a discount) Send Customer File as E-Mail attachment, Send E-Mail to Customer.

  • Page 7: What's Rfm Analysis

    1.3. What’s RFM Analysis From Wikipedia, the free encyclopedia RFM is a method used for analyzing customer behavior and defining market segments. It is commonly used in database marketing and direct marketing and has received particular attention in retail. RFM stands for Recency - How recently did the customer purchase? Frequency - How often do they purchase? Monetary Value - How much do they spend?
  • Page 8 SECTION 2 Operation of the Customer File...

  • Page 9: Operation Of The V-Regi Customer File

    2. Operation of the V-REGI Customer File 2.1. Customer Note Customer note can be entered from Top Menu – Note tab.

  • Page 10: Main Screen

    2.1.1. Main screen Here is the main screen of the Customer File Ａ.Result Area C.Customer Information B.List of customers D.Function keys Ａ．Result Area ・The number of result of search, and list will be indicated. ・Tap《 or 》to move back / forward list. ・Tap this field to get dialog to search customer.

  • Page 11: Register New Customer

    2.1.2. Register New Customer Register new Customer Detailed display region  When the tap of <New> is carried out, a detailed display region will be in the input state of New Customer Information.  A customer code is assigned automatically. ...

  • Page 12: Register New Customer At Registration

    2.1.3. Register New Customer at Registration During operation of the register, if you want to search or register a customer, Please tap the <SHEET> the lower right corner of the screen. ・ Tap <CUST#>...
  • Page 13 [Switching of the dialog] When you tap the title right ">>" mark It is possible to switch customer code search, phone number search, customer name search. ・ When you tap the <OK> without entering the customer code, you will be able to search for the customer from the customer list.
  • Page 14 [2] Customer is not registered, if you want to register as a new customer  Dialog is displayed if the customer has not been registered.  If you want to register as a new customer, and then tap <OK> dialog lower right.
  • Page 15  Enter Customer Name, and tap<OK>.  Make sure what you have entered, tap the <OK> dialog bottom right, it will be registered.  Customer information after registration you can be changed in the [Customer Note]. [3] If you want to register a new customer easily from the beginning...
  • Page 16  I will tap in the upper left corner of the customer code input dialog [+].  Customer code is issued automatically, go to the registration confirmation screen.  A subsequent operation is the same as the registration of new customers.

  • Page 17: Edit Customer Information

    2.1.4. Edit Customer Information Edit registered Customer Information  Tap the List area in the main menu to display detailed Customer Information for editing  Enter required information and tap <Save> this will store your new settings.  To cancel entry, tap ＜Cancel＞ button...

  • Page 18: Lock Customer Information

    2.1.5. Lock Customer Information Lock Customer Information  Tap the List area on the main screen and then tap <Edit> button while the details are displayed.  Scroll down the customer information area.  Change set value of Out of Service. 0:Valid Unlock the customer 1:Invalid...

  • Page 19: Delete Customer Information

    2.1.6. Delete Customer Information Delete Customer Information  Tap the List area on the main screen and then tap <Delete> button while the details are displayed.  When confirmation dialog is displayed, tap <Enter> to delete customer  To cancel delete sequence, tap <Close> button...

  • Page 20: Search Customer

    2.1.7. Search Customer 2.1.7.1. Search by condition You can find Customer by using search function with specific key.  A search dialog will be displayed if the tap of the search region is carried out.  A search condition can be inputted by carrying out the tap of the search condition item.
  • Page 21 Example of a search condition input  The sorting method can be specified by carrying out the tap of the sorting item.  After inputting a search condition and sorting conditions, if the tap of <Enter> button is carried out, it will search, and display a result on a list display region. ...

  • Page 22: Functions

    2.1.8. Functions Functions:  Print Customer Information, Print Customer Bar Code,  The privilege to a customer is set up. (Giving a discount)  Send Customer File as E-Mail attachment.  Send E-Mail to Customer as DM.  E-Mail Magazine Subscription for CXD NEXT. ...
  • Page 23 2.1.8.1. Print Out Customer Information It is possible to print out registered Customer Information.  Tap <Print> button at the main menu for print out  Batch or individual Customer Information can be selected...
  • Page 24 2.1.8.2. Print out Customer Scanning Code  In [Customer Bar Code Sheet is printed], VX prints Customer Bar Code (Scanning Code. Not Customer Code) on EAN 12 + 1 (Check Digit)
  • Page 25 2.1.8.3. Setting for Customer Privilege The privilege to a customer is set up. (Giving a discount)  A setup of a privilege can be performed when the tap of the <Func> button at the base of the screen is carried out. ...
  • Page 26 detailed display region continuously.
  • Page 27 2.1.8.4. Send Customer File Send Customer File to Administrator as E-Mail attachment. Select contents to send.
  • Page 28 2.1.8.5. Send E-Mail to Customer Send E-Mail to Customer. There are two ways to send. Immediately By Timer (ex.AM10:00)
  • Page 29 Once “Immediately” or “ By Timer” is selected, the Time and contents will be displayed. <Enter> : Go <Close>: Cancel...
  • Page 30 2.1.8.6. E-Mail Magazine Subscription E-Mail Magazine Subscription for CXD NEXT. Available only in Japan.
  • Page 31 2.1.8.7. History of Customer Accounts You can check history of customer accounts and current balance of each customer.  Tap the List area on the main screen and then tap <Function> button while the details are displayed.  Select [History of Customer Accounts]. ...
  • Page 32  Print Print out report like the following. Store Stamp ********* Receipt top message 1 ******** ********* Receipt top message 2 ******** Print date / time / clerk name of 2015/01/01 18:00 MANAGER#003 report issuing Customer statement report Period 2015/12/01--2015/12/31 Customer number and name Customer# 0000000001 Mr Customer #1...
  • Page 33 Refer [Sales management Programming and Reference Manual], you can get more information about how to save graphic logo to printer. GRAPHICCODE Purpose 000001 Receipt logo 1 (built-in printer) 000011 Receipt logo 1 (external printer) * If you wish to stop printing graphic logo, change the setting on DB. Refer [Sales management Programming and Reference Manual], and program like the following.
  • Page 34 print or not print Receipt top message 2 Table Customer CMB001 Customer setting SETKEY CUSTCREDIT.REPORT.FLAG.MESSAGE2 0 ：not print SETVALUE 1 ：print (3) Period Print the period if you search by date. (4) Summary Title Value PREVIOUS BALANCE Previous balance before selected date. If there is no selection of period, does not print.
  • Page 35  Save as PDF file Tap <Save as PDF>, the display of Save PDF file will appear. * About function of PDF, refer other page on this manual. * The customer number is added to prefix file name. * PDF file sample * not print clerk name of report issuing...
  • Page 36 2.1.8.8. Print customer statement report You can do batch print of reports of history of customer accounts.  Tap the List area on the main screen and then tap <Function> button while the details are displayed.  Select [customer statement report]. ...

  • Page 37: Customer Analysis

    2.2. Customer Analysis 2.2.1. Base Screen Layout of Customer Analysis Base Screen A.Search region C. Detail Information B.List of customers D.Feature button region A. Search region - Display the number of the customer appropriate by RFM Analysis. - When the tap of the search region is carried out, a search condition input dialog will be displayed.
  • Page 38 C. Detailed display region - Display a customer's details of purchase and a customer's details which carried out the tap in the list display region of B. D. Feature button region - display the feature button which can be operated on the screen.

  • Page 39: Rank Settings

    2.2.2. Rank Settings The standard value of the five-step rank used for RFM Analysis See RFM Analysis.

  • Page 40: Search From Result Of Rfm Analysis

    2.2.3. Search from Result of RFM Analysis Rank conditions are specified, the result of RFM Analysis is sorted with search, and a list is displayed. A search dialog will be displayed when the tap of the search region of a base screen is carried out.
  • Page 41 （The example of a search condition input） ・  The sorting method can be specified by carrying out the tap of the sorting item.  After inputting a search condition and sorting conditions, if the tap of the <Enter> is carried out, it will search, and display a result on a list display region.

  • Page 42: Function

    2.2.4. Function Functions:  Print result of RFM Analysis, Print Customer Bar Code.  The privilege to a customer is set up. (Giving a discount) (*)  Send Customer File to Administrator as E-Mail attachment (*)  Send E-Mail to Customer as DM (*) ...
  • Page 43 2.2.4.1. Print out Result of Customer Analysis  When the tap of the <print> of a base screen is carried out, print of a RFM Analysis result will be made.  Selection of [Batch Print] and [Individual Print] can be performed. [Batch Print] , print the information of all the customers of a list display region.
  • Page 44 2.2.4.2. Print out Customer Scanning Code  In [Customer Bar Code Sheet is printed], VX prints Customer Bar Code (Scanning Code. Not Customer Code) on EAN 12 + 1 (Check Digit) 2.2.4.3. Setting for Customer Privilege The privilege to a customer is set up. (Giving a discount)

  • Page 45: Settings For Customer File

    2.3. Settings for Customer File 2.3.1. Main Menu Layout of settings function Ａ.Select functions B.List of items and edit area Ｃ.Function button area Ａ．Select functions ・Functions can be selected by tapping the tab area Ｂ．List of items and edit area ・Shows items where specified by “Select functions”...

  • Page 46: Customer File Settings

    2.3.2. Customer File Settings The item name of Customer File information and the existence of the item are set up.  A Customer Information item can be changed by carrying out the tap of the <Edit> of the base screen of an item tab. ...
  • Page 47 6. Use Improper Flag  If the tap of <upward arrow> is carried out, the item specified will be moved upwards.  If the tap of <downward arrow> is carried out, the item specified will be moved downward.  About an arbitrary item, the input method can be changed by carrying out the tap of the input method.
  • Page 48 When you stop a setup, please carry out the tap of <Close>button.

  • Page 49: Set Up Candidates (List) Of Customer File

    2.3.3. Set Up Candidates (List) of Customer File It is possible to program candidates for Customer Information 1. Change to the correction screen of [List] and [Value] by carrying out the tap of the [Edit] button of the base screen of [List Tab]. 2.
  • Page 50 5. Carry out the tap of the [New] button on the side of [Value], and create a new candidate value. 6. Carry out the tap of the [Delete] button on the side of [Value], and delete the specified candidate value. 7.

  • Page 51: Setting Of Rfm Analysis

    2.3.4. Setting of RFM Analysis The standard value of the five-step rank used for RFM Analysis  Each standard value can be changed by carrying out the tap of the <edit> button of the RFM tab.  The tap of the standard value table of each RFM is carried out, and a value is changed.

  • Page 52: Functions (On Customer Setting)

    2.3.5. Functions (On Customer Setting) Function:  Customer group setting. → Set the Customer group name and options that are loyalty discount, Credit limit amount, and loyalty stamp.  Setting for Stamp  Setting for Coupon  Setting for Administrator E-Mail Address to send Customer File ...
  • Page 53 2.3.5.1. Customer group setting ・ Group code Set the customer group code. Code needs to be unique. ・ Group name Set the name of customer group. ・ Loyalty discount keycode. Select the loyalty from keycode. Rate discount and Amount discount are in the list.
  • Page 54 Amount: The keycode is Amount discount function,. ・ Credit limit amount Select “Unlimited” or “Enter AMT” from the list dialog, Numeric dialog will be shown when the Enter AMT is selected. ・ Use a Customer Loyalty stamp function. The setting is valid when the Loyalty stamp function is used flag is OFF at 2.3.5.2 Setting for stamp .
  • Page 55 2.3.5.2. Setting for Stamp  Setting for Stamp Select use or not the customer loyalty stamp function for all customers.  When the loyalty stamp function needs to be controlled by customer group, this flag needs to be OFF.
  • Page 56 Rate Setting Select unit of Stamp issuing. unit of Stamp issuing per sales amount Stamp is issued per sales amount. per one transaction Stamp is issued per one transaction. per sales quantity Stamp is issued per sales quantity.  Tap <Next> to program more settings. ...
  • Page 57 Per Sales Quantity Stamp Valid Term Setting.
  • Page 58 Stamp Contents Settings Sample Stamp Issus is Available. Others tick: not print the customer loyalty stamp receipt. un-tick: print the customer loyalty stamp receipt.
  • Page 59 2.3.5.3. Coupon Setting Setting for Coupon...
  • Page 60 Coupon Valid Term Setting Coupon Contents Setting Sample Stamp Issus is Available.
  • Page 61 2.3.5.4. Setting for Administrator to send Customer File  Setting for Administrator E-Mail Address to send Customer File...
  • Page 62 Tap <Edit of E-Mail>, Enter Administrator E-Mail Address to send Customer File.
  • Page 63 Tap <The compression password of a Customer File >, Enter password.
  • Page 64 2.3.5.5. Customer mail  Setting for Contents of E-Mail...
  • Page 65 Tap <Edit of E-Mail >, Enter contents.
  • Page 66 Tap <Time >, Enter Time to send to Customer.
  • Page 67 2.3.5.6. E-Mail Magazine Subscription  Setting for E-Mail Magazine Subscription Information for CXD NEXT  Available just for CXD NEXT in Japan.
  • Page 68 Tap<Login Information >, Enter User code and Password.
  • Page 69 2.3.5.7. History of customer accounts  Sign Receipt Title Print sign receipt Select print or not print out sign receipt.  Statement Report Title A graphic logo is printed. Print or not print the graphic logo on the statement. Print receipt top message 1. Print or not print the receipt top message1.

  • Page 70: Protection

    2.3.6. Protection Protection: Set Administrator password, Set User password and limitation. Protection: Set Administrator password, Set User password and limitation.

  • Page 71: Data Deletion

    2.3.7. Data Deletion The purchase total data of a register is deleted. All customer data is deleted.  Tap the <Enter> button if you wish to delete reservation information for entire data or for a specific date onward. To confirm deletion, a confirmation dialog will appear to select desired key.
  • Page 72 1 Aggregate purchasing data to remove Delete purchasing data of all customers. 2 Delete all the customer data Delete all of customer data. 3 Delete customer loyalty stamp Delete loyalty stamp data of all customers. 4 Delete history of customer account Delete history of customer account.

  • Page 73: Link With Sales Management System

    3. Link with Sales Management System 3.1. Customer Accounts This function manages the amount of customer charge. 3.1.1. Settings This function uses deposit key to receive payment of customer charge. set key value Func Code 000025 Descriptor DEPOSIT Deposit minus Charge Payment Media definition Charge...
  • Page 74  If the customer is already selected on the sales registration screen, it is not need to select customer again.  After select customer, History of Customer Accounts will appear on the screen.  Tap <Payment>, Dialog of input amount will appear to input amount of payment.

  • Page 75: Check The Current Balance Of Customer Charge

    3.1.4. Check the current balance of customer charge Refer the page [History of Customer Accounts] in this manual. 3.1.5. Cancel customer charge  Cancel customer charge by normally operation of sales registration in Reg Minus mode. Refer [Sales Management System Sales management Programming and ...

  • Page 76: Others

    4. Others 4.1. Output PDF  Tap <Save xxx pdf xxx> button in each functions, it will appear the screen like the above.  Tap <Execute> to save file to folder displayed on the screen.  Tap <Browse> to change folder and file name. ...
  • Page 77 Change file name to save. Tap this area. Change folder to save. Tap this area.  Tap <Confirm> to return with information edited on this screen.  Tap <Return> to cancel this process.  If Output PDF is success, the following pop-up will appear. ...

  • Page 78: Save Location

    4.1.1. Save location Default locations of saving PDF are the following. V-R7000 Functions default path (1 time after install) Reservation Note /strage/emulated/0/CASIO/Reservation Reserved Items /strage/emulated/0/CASIO/Reservation Purchase History /strage/emulated/0/CASIO/Reservation History of Customer Accounts /strage/emulated/0/CASIO/Customer Reservation Table /strage/emulated/0/CASIO/Reservation VX-100 Functions default path (1...
  • Page 79 V-REGI-REF-E CA1510-A Sales management Customer File Reference Manual...

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