How To: Create a STUDENT Customer for EPOS Student discounts

If you offer a discount on purchases made by students (e.g. on production of their NUS card) through your EPOS till, you may wish to create a generic customer to record such purchases against. The "STUDENT" customer is a generic customer, which the till can log discounted sales and credits against.^[1]

The "STUDENT" customer record should be setup as follows:

1. Open a Customer screen (show me how).
2. Press Ctrl+N or click .
3. Enter STUDENT in to the following fields in the New Customer dialog:
   1. URN
   2. Company
   3. Surname
   4. Address 1
   5. Town
   6. Post Code
4. Click Ok to create the new STUDENT Customer record.
5. Go to the { Customer | Details | Financial ] screen.
6. Press Alt+E or click to enter edit mode.
7. Enter the STUDENT discount in the Sales Ledger - Disc % field, for example "10" for "10%".
8. Press Ctrl+S or click to save the customer record.

In addition to the above fields, you may wish to set the following options:

1. Company pays tax: ticked
2. Exclude from CRM log: ticked
3. Exclude from statement run: ticked
4. Classification: set appropriately (e.g. Retail or Trade).
5. Mailing State: normally set to Do not use or equivalent.
6. Default Courier: if this field is to be defined (Optional) then we would suggest something like 'Customer Collection'.

Notes

See Also

• EPOS Overview