📇 Use the CRM Screen
Find a member, read their profile (balance, points, visits), and review POSX transactions tagged This Shop or Other Shop.
📝 Steps
- Open CRM in the left sidebar. The left column is the member list; the right pane is empty until you select someone.
- Type in the search box (Phone Number , Customer Name, etc..). Matching cards appear; no match shows Not Found. Use the up / down arrows to page (10 members per page).
- Each card shows Name, Email, and Phone. Tap a card to select it (purple border). Tap the same card again to deselect.
- On the right, the Profile tab opens under Information. Review Portrait, Name, Phone Number, Email, Birthday, Address, Balance, Points, Visit Times, Total Spending, ID, and Registration Date.
- Switch to the Transaction tab. Columns are Shop, ReceiptNo, Total, Tags, Datetime, plus Action.
- Shop is This Shop (this store) or Other Shop (another store on the same CRM account). Tags can show Void, + credit, - credit, + point, or - point. Voided rows have a strike-through.
- On a This Shop row, tap the printer icon to reprint the receipt, or the eye icon to open View Receipt. Both actions stay disabled on Other Shop. Scroll the list to load more; an empty history shows No Data.
💡 Tip: View and reprint only work for This Shop rows — the receipt must exist on this POS. Other tabs on the member (Note, Coupon) are for editing notes or listing coupons; do not rely on Purchase for history.
🎬 Video Guide