Customer Management | Retail
Retail Core's Customer Management tools let you create membership programs, run targeted promotions, and enable card-based access to build lasting customer relationships and drive repeat business.
General
Customer Management
Create membership programs, run targeted promotions, and manage card-based access in Retail Core to build lasting customer relationships and increase repeat business.
Overview
Membership
Membership groups let you segment your customers - for example by loyalty tier, corporate account, or subscription plan. Create the group structure first, then enrol individual customers into it.
Promotions
Target promotions at specific customer groups to reward loyalty, drive repeat visits, and move priority stock. Promotions in Retail Core are applied at the group level, so you can run tailored offers for different customer segments simultaneously.
Card Access and Prepaid
Enable customers to identify themselves at the POS using an access card, and give them the ability to pay with a prepaid balance. These features support closed-loop payment environments such as staff canteens, corporate accounts, and loyalty schemes.
Troubleshooting
A promotion is not being applied when an eligible customer makes a purchase.
The customer access card is not being recognised at the POS.
I cannot create a promotion because no customer groups are available to select.
The prepaid card balance check is showing an error on the Nova Market.
FAQ
FAQ
What is the difference between a membership group and a customer membership?
Can I run different promotions for different customer groups at the same time?
How does customer access card identification work at the POS?
How do I check how much credit a customer has on a prepaid card?
Do I need to set up membership groups before I can create promotions?
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