Accounts and Account Profiles

1 | Introduction to Accounts

This article covers an introduction to the "Accounts" Maintenance Menu in BackOffice. Accounts in Bepoz allow customers to be a part of the organisation's loyalty program as well as receive account-specific discounts promotions. This also allows the organisation to track Account sales and trends. The Account List is structured through a tree-like setup with numerous groupings for organising Accounts which can be very useful when setting up tiering.

This article covers an introduction to the "Accounts" Maintenance Menu in BackOffice.

Accounts in Bepoz allow customers to be a part of the organisation's loyalty program as well as receive account-specific discounts & promotions.

This also allows the organisation to track Account sales and trends.

The Account List is structured through a tree-like setup with numerous groupings for organising Accounts which can be very useful when setting up tiering.

Prerequisites

  • To access the "Account" Maintenance Menu, the following Operator Privileges will need to be enabled 
    •   Operator Maintenance 'Maintenance' Tab
      • Operators: "View Operators" Flag

Accounts 

  • Accounts in Bepoz have numerous purposes and functionalities which can include:
    • Assigning Account Groups or Individual Accounts particular Pricing and Point Profiles 
    • Can be used for Membership  systems
    • Account tracking and monitoring 
    • Providing Discounts and Account Credit Promotion


Related Material

  • Creating New Accounts
  • Accounts Maintenance