How To: Create a STAFF Customer for EPOS Staff discounts
Table Of Contents
If you offer discounts to employees when they make purchases through your EPOS till, it is recommended that you create a generic STAFF customer record.
Using a dedicated STAFF customer allows all staff purchases and credits to be recorded against a single customer account while automatically applying the required discount.
Create the STAFF Customer
- Open a Customer screen (show me how).
- Press Ctrl + N to create a new customer.
- In the New Customer dialog, enter STAFF in the following fields:
- URN
- Company
- Surname
- Address 1
- Town
- Post Code
- Click OK to create the new customer record.
Configure the Staff Discount
- Open the Customer | Details | Financial tab.
- Press Alt + E or click Edit.
- Enter the required staff discount percentage in the Sales Ledger - Disc % field.Example: Enter 10 to apply a 10% discount.
- Press Ctrl + S or click Save to update the customer record.
Recommended Customer Settings
To ensure the STAFF customer behaves correctly, consider applying the following settings:
| Setting | Recommended Value |
|---|---|
| Company pays tax | Ticked |
| Exclude from CRM log | Ticked |
| Exclude from statement run | Ticked |
| Classification | Set as appropriate, for example Retail or Trade |
| Mailing State | Usually set to Do not use or an equivalent option |
| Default Courier (Optional) | Consider using Customer Collection |
Additional Information
The STAFF customer acts as a generic customer record and can be selected during EPOS transactions whenever a staff discount should be applied.
Using a dedicated customer record helps keep staff purchases separate from standard customer sales while ensuring discounts are applied consistently.
You may also wish to create other generic customer records, including:
- EPOS customers for general till transactions.
- STUDENT customers for student discounts.