Customers, discounts, deposits, points and gifts — Paloma365 Classic (Windows POS)

A reference for working with customers on the Paloma365 Classic POS: how to select and find a customer, add a new one, how discounts and price types are applied, how deposits, "in debt" payments, points and gifts work, which loyalty plugins exist and which settings affect all of this.

Selecting a customer for a bill in the customer selection window

• Where: sales screen (Waiter, Sales mode, Salon, Hall administrator, Tariffs interfaces) → button next to the "Customer" («Клиент») field → «Выбор клиента» (customer selection) window → highlight a customer → "Select" («Выбрать»).
• How to enable: the employee needs the right to select customers. If no rights are set for the employee, the POS asks for the outlet password for customer selection. When the right is denied — "Permission denied!" («Недостаточно прав!»). Default hotkey — F2 ("Manual customer selection", «Выбор клиента вручную»).
• Notes:
  • In the "Cashier" («Кассир») interface the button does nothing; for closed and read-only bills it is disabled.
  • When a different customer is selected, manual item discounts and service are reset and the customer's discount is picked again.
  • If the customer has a different price type, the POS asks "Chosen customer has different price type! Recalculate the receipt body?" («Выбранный клиент имеет другой тип цен! Перезаполнить табличную часть?»).
  • After selection the POS also checks the quantity-based cumulative promotion.

Quick customer selection by card code — click the "Customer" field or F6

• Where: sales screen → click the "Customer" («Клиент») field itself → on-screen keyboard "Enter the customer code" («Введите код клиента»).
• Hotkey: F6 ("Customer selection by card code", «Выбор клиента по коду карты»).
• How it works: if exactly one customer matches the code, they are added to the bill immediately, without a window; if none — "Customer not found" («Клиент не найден»); if several (with partial match) — the customer selection window opens with the matches.
• Notes: does not work in the Cashier interface or for a printed or closed bill. The card code is the "Card code" («Код карты») field of the customer card. The customer-selection right is not checked here.

Finding a customer with a scanner in the barcode field of the sales screen

• Where: settings → "General settings" («Общие настройки») tab → "Search control" («Управление поиском») section → «Поле "штрихкод" для поиска клиентов» (use the barcode field to search customers) checkbox.
• How it works: the field caption changes from "Item barcode" («ШК товара») to "Customer code" («ШК клиента»); scanning or typing searches for a customer by card code instead of an item. With an empty field the keyboard "Enter the customer code" («Введите штрих-код клиента») opens. Off by default. The barcode search hotkey is F4.
• Notes: while the checkbox is on, items cannot be searched by barcode through this field. The barcode field does not work in the Cashier and Hall administrator interfaces.

Searching in the customer selection window by name, card or phone

• Where: customer selection window → "Search type" («Тип поиска») switch: «Имя» (name) / «Карта» (card) / "Phone number" («Телефон») → «Поиск клиента» (customer search) field, with an on-screen keyboard button and a clear button.
• How it works:
  • the POS remembers the chosen search type;
  • switching to «Карта» turns on the English keyboard layout; the on-screen keyboard for a card is «Введите код карты» (enter the card code);
  • a name matches anywhere in the customer name;
  • for phone numbers only digits count: spaces, brackets, dashes, "+", "/" and "." are ignored;
  • the search runs on Enter or by itself after a short pause in typing.
• Notes: the search covers all customers, whichever folder is open. Cards match exactly unless "Partial match for customer search" is on.

Partial card-code match when searching customers

• Where: settings → "General settings" → "Search control" → "Partial match for customer search" («Частичное совпадение для поиска клиентов») checkbox.
• How it works: off by default — the card code must match in full. With the checkbox on, part of the code is enough.
• Notes: affects both card-code selection from the sales screen and the search in the selection window. In exact mode the POS also understands reader codes that start with "ж" or ";" and end with "?" or "," — those characters are dropped.

Opening the selection window in the default customer folder

• Where: settings → "General settings" → "Interface settings" («Настройка интерфейсов») section → "Show customers only from default folder" («Отображать клиентов только в папке по умолчанию») checkbox.
• How it works: the customer selection window opens directly in the folder set in the dashboard on the outlet card («Папка по умолчанию при добавлении клиентов», default folder for new customers). The POS receives it during synchronization.
• Notes: this is a starting folder, not a hard filter: the "All" («Все») row returns to the top level, and searching by name, card or phone covers all customers. If no folder is set in the dashboard, the top level opens.

Customer groups (folders) in the selection window

• Where: customer selection window → list. Groups are shaded grey; clicking a group or pressing "Select" opens it; the "All" («Все») row goes back to the top.
• How to set up: customer groups are created in the dashboard.
• Notes: in the "Cash+" («Поступление денег в кассу») window a group cannot be chosen — message «Выбор групп запрещен» (selecting groups is not allowed).

Customer details in the selection window: phone, address, totals, deposit, points

• Where: customer selection window → panel under the list: "Phone number:" («Телефон:»), "Address:" («Адрес:»), «День рождения:» (birthday), «Сумма клиента на всех точках:» (customer total at all outlets), «Сумма клиента в разрезе дисконта:» (customer total for discount purposes), «Депозит клиента:» (customer deposit), «Баллы клиента:» (customer points).
• How it works: total, deposit and points lines with a zero value are hidden.
• Notes: «Сумма клиента в разрезе дисконта» is the purchases at the outlets where the customer's discounts apply (the cumulative discount is based on it). With offline deposit mode on, the deposit comes from the POS's local data.

Customer birthday reminder

• Where: customer selection window → when the customer's details are shown, «У клиента сегодня день рождения! Поздравьте его =)» (it's the customer's birthday today, congratulate them) pops up.
• How it works: triggers when the customer card has a birthday whose day and month match today. The message closes by itself after 2 seconds.
• Notes: not shown for the default customer. For Tuvis customers the greeting is shown by the Tuvis plugin itself.

Customer photos and taking pictures with a webcam

• Where: settings → "Equipment" («Оборудование») tab → "Camera" («Камера») tab → "Customer's image" («Фотографии у клиентов») checkbox and "Camera configurations" («Настроить камеру») button (active only with the checkbox on).
• How it works: the customer selection window shows the highlighted customer's photo; clicking it opens it full size; the button under the photo asks «Изменить фотографию?» (change the photo?) and takes a new one. When adding a customer at the POS, it offers "Take a picture of customer?" («Сфотографировать клиента?»).
• Notes: the photo module must be in the program folder. The photo is stored only on this POS (in the photos folder next to the program) and is not sent to the cloud.

Adding a new customer at the POS: window and fields

• Where: customer selection window → «Добавить клиента» (add customer) → "Enter information about the new customer" («Введите информацию о новом клиенте») window: "Group:" («Группа:»), "FULL NAME:" («ФИО:»), "Address:", "Additional information:" («Доп. инф.:»), "Phone number:", "Date of birth:" («День рожденья:»), "Source:" («Источник маркетинга:»), "Card code:" («Код карты:»), "Customer type:" («Тип клиента:») — "Individual" («Физическое лицо») / "Entity" («Юридическое лицо») → "Accept" («Принять»).
• How to enable: the right to add customers is required (if no rights are set — the outlet password for adding customers), plus internet: the customer is created in the cloud, then saved on the POS.

Adding a new customer at the POS: entity fields and group

• Entity: "FULL NAME:" changes to "Name:" («Наименование:»); extra fields "Full name:" («Полное наименование:»), «БИН/ИНН:» (tax ID), «ИИК:» (account), «Банк бенефициара:» (beneficiary bank), «БИК:» (bank code), «Реквизиты:» (details) appear.
• Group: if the outlet card has a default folder for new customers, the group choice is hidden and "Folder: …" is shown. Otherwise the list offers "Root" («Корень») and customer groups.
• Notes: the "Source" list is maintained in the dashboard. Enter = "Accept", Esc asks "Do you want to close a customer creation form?" («Хотите закрыть форму создания клиента?»). After adding, the customer goes straight into the bill.

Adding a customer at the POS: checks and messages

On "Accept" the POS checks, in this order:

1. The date of birth is before today — otherwise "Enter another date of birth!" («Укажите другую дату рождения!»).
2. Question "Create a customer with given data?" («Добавить клиента с этими данными?»).
3. Cloud connection — otherwise "No internet connection..." («Отсутсвует интернет соединение...») and "Check the cable and try again!".
4. A group is chosen — otherwise "Customer's folder wasn't chosen!" («Вы не выбрали папку в которую будет помещен клиент!»).
5. The name is filled — otherwise "Fill the full name field!" («Заполните поле ФИО!»).

A phone typed on the on-screen keyboard with fewer than 10 digits is rejected: "Invalid format..." («Неверный формат...»). On success the POS reports "Customer … was successfully created!" («Клиент … был успешно добавлен!»).

Creating a customer from a delivery request by phone

• Where: «Создание заявки на доставку» (create delivery request) window → «Информация» (information) tab → "Phone number:" field → create-customer button to the right of the phone → new customer window with the phone already filled in.
• How it works: after creation, the customer's name, address and phone are filled into the request.
• Notes: creating a customer needs internet, as when adding from the selection window.

Finding a customer in a delivery request by phone or via the selection window

• Where: delivery request window → «Информация» tab → "Phone number:" field (drop-down of numbers) or "Customer:" («Клиент:») field → select button → customer selection window; a clear button sits next to it.
• How it works: while typing a phone, the list offers up to 15 matching numbers from the customer directory; choosing one fills in the customer's name and address. The button at "Customer:" opens the regular selection window; clearing resets customer, address and phone.
• Notes: the customer-selection right is not checked here.

Temporary customer code (key or wristband number)

• Where: customer selection window → «Временный код клиента» (temporary customer code) → panel with «Найти клиента» (find customer) / «Задать код» (set code) modes, a code field (keyboard «Введите временный код клиента», clear button), "Save" («Сохранить»), "Cancel" («Отмена»).
• How it works: «Задать код» — highlight a customer, enter a code, press "Save". «Найти клиента» — entering a code finds the customer right away.
• Notes: a group cannot get a code («Задать код» is disabled). "Save" is visible only in «Задать код» mode. Codes are kept only on this POS and not sent to the cloud; codes older than a month are deleted.

Reading a temporary code from an RFID key

• Where: customer selection window → «Временный код клиента» → «Прочитать с ключа» (read from key).
• How it works: in «Задать код» mode the read code is saved to the highlighted customer at once; in «Найти клиента» mode it finds the customer.
• Notes: the reader module must be in the program folder; there is no separate setting. Without the module the button does nothing and shows no message.

Customer purchase history

• Where: customer selection window → «История покупок» (purchase history).
• How it works: the history is requested from the cloud and opens in a report preview — "Last 10 receipts" («Последние 10 счетов») of the customer: number, employee, closing date, total, service, discount, payment type and items.
• Notes: needs internet (otherwise "No internet connection"). Works for a customer, not a group. No separate right is needed.

Customer report for the current shift

• Where: Cashier interface → "Reports" («Отчеты») section → "Other reports" («Другие отчеты») → «Выберите отчет» (choose a report) window → «Отчет по клиентам» (customer report) → customer selection window → "Select".
• How it works: built from the POS data: deposit at start, top-ups (from the dashboard and from the POS), spent, withdrawn, total, plus the customer's sales in the current shift by payment type and a list of their bills.
• Notes: no separate right is checked.

Customer debt: cloud lookup and accepting debt repayment

• Where: settings → "General settings" → "Additional modules" («Дополнительные модули») section → "Request customer debt" («Запрашивать задолженность клиента») checkbox; then customer selection window → «Долг клиента» (customer debt) button.
• How it works: needs internet. The POS shows «Долг клиента составляет: …» (customer debt is …) or, with no debt, «Сумма клиента составляет: …» (customer balance is …). With business type "Retail" («Розница») and a debt, it asks «Внести деньги в кассу?» (take money into the till?) and opens the "Cash+" («Поступление денег в кассу») window with the debt amount, the customer and the note «Возврат долга» (debt repayment).
• Notes: without a connection — «Не удалось получить информацию о долге клиента.» (could not get the customer's debt).

Customer price type: choosing it when the customer is attached

• Where: sales screen → select a customer → "Price type" («Тип цены») window with the "[By default]" («[По умолчанию]») row (the main selling price) and the price types linked to the customer.
• How to enable: price types are linked to the customer in the dashboard. The window appears if at least one price type is linked.
• How it works: when the price type changes, the POS asks "Chosen customer has different price type! Recalculate the receipt body?" with the note "(All current prices will be changed and new customer will be chosen)". On "yes" the bill items are refilled with the new prices. The current type is shown on the sales screen as "Price type: …".

Automatic customer discount from dashboard rules

• Where: sales screen → select a customer → the discount fills the "Discount" (and "Service") field. If several discounts fit — a window with «Наименование скидки» (discount name) / «% общей скидки» (% overall discount) columns → "Accept".
• How to set up: in the dashboard a discount is linked to customers, customer groups or everyone, to outlets, and can have a schedule by dates, weekdays and time. Flags «Использовать Скидку в интерфейсах Официант и Тарификатор» (on the POS: Waiter, Hall administrator, Tariffs) and «Использовать Скидку в интерфейсе Режим продаж» (on the POS: Sales mode, Salon). The discount module must be enabled for the account.
• Notes:
  • when a different customer is selected, a manual discount set earlier is reset and the new customer's discount applies;
  • in Sales mode and Salon the customer's discount percent is filled only into a bill that has not been saved yet;
  • "Use sum instead of percentage for discount" sets the customer's discount percent to zero;
  • group discounts also apply to customers in nested folders.

Manual percentage discount on the whole bill

• Where: sales screen → bill header → button next to the "Discount" field → keyboard "Enter the discount percentage" («Введите процент скидки»).
• How to enable: the discount right is needed (if no rights are set — the outlet discount password). Value from 0 to 100, otherwise "Wrong input of discount percentage!" («Неправильно ввели процент скидки!»).
• Notes: the change is logged and broadcast as a notification ("… discount applied: N%"). A manual discount cancels the automatic customer discount. For closed and read-only bills the button is disabled.

Manual amount discount on the bill instead of a percentage

• Where: settings → "General settings" → "Extensions of interfaces" («Расширение режимов») section → "Use sum instead of percentage for discount" («Использовать локальную суммовую скидку») checkbox; then sales screen → button next to the "Discount" field → "Enter the discount sum" («Введите сумму скидки»).
• How it works: the percentage panel is replaced by an amount panel, and the per-item "Discount" and "Service" buttons at the bottom become disabled. The discount right (or the outlet discount password) is needed.
• Notes: in the Waiter, Hall administrator and Tariffs interfaces all items must be saved first — otherwise "Bill contains unsaved items. Please save changes first." («В счёте есть не сохранённые позиции. Предварительно выполните сохранение.»). The customer's discount percent is zeroed with this setting. The Smart Plaza plugin also records its bonuses as an amount discount.

Manual discount on a single item

• Where: sales screen → highlight an item → bottom panel → "Discount" («Скидка») button → "Enter the discount" («Введите скидку»), a percentage.
• How to enable: the discount right (or the outlet discount password). If the highlighted item is already saved and the bill has unsaved items, save the bill first ("Bill contains unsaved items. Please save changes first.").
• Notes: 0 removes the discount, over 100 — "Incorrect discount input..." («Неправильно ввели скидку...»). The change is logged. The button is disabled when "Use sum instead of percentage for discount" is on.

Hiding the "Discount" and "Service" fields on the sales screen

• Where: settings → "Program appearance" («Вид программы») tab → «Скрыть "СКИДКА"» (hide DISCOUNT) and «Скрыть "ОБСЛУЖИВАНИЕ"» (hide SERVICE) checkboxes.
• How it works: hides the discount (percentage and amount) and service panels in the bill header. Both checkboxes are cleared when a "Type of business" («Тип заведения») is chosen on the same tab.
• Notes: only the interface is hidden; automatic customer discounts still apply.

Reminder to check the discount and guests before payment and printing

• Where: sales screen → "Pay": question «Проверьте, что установлена скидка и установлено количество гостей! Хотите продолжить?» (check the discount and guest count are set — continue?); "Print receipt": question "Did you set the discount and guest count?" («Вы установили скидку и количество гостей?»).
• How to enable: in the dashboard on the outlet card — «Напоминать о скидках» (remind about discounts); the POS receives it during synchronization. Not configurable on the POS itself.
• Notes: when printing, the question is asked only for a bill not yet printed.

Paying a bill from the customer's deposit: when the button is active

• Where: payment window → "Via deposit balance" («Депозитом») button (the change caption becomes "On deposit:" «На депозите:»). In "Mixed payment" («Смешанная оплата») the deposit payment type shows the balance in square brackets.
• The button is active if:
  • deposits are enabled for the account;
  • the outlet card has «Использовать депозитную систему» (use deposit system) on and a «Тип оплаты депозитной системы» (deposit payment type) set;
  • the customer belongs to a discount with the deposit system on;
  • the customer is not the default customer;
  • it is a regular payment (not a prepayment or a return).
• On press the POS checks that the customer's discount allows the deposit in this interface: «Использовать Депозит в интерфейсах Официант и Тарификатор» — on the POS Waiter, Salon; «Использовать Депозит в интерфейсе Режим продаж» — Cashier, Sales mode.

Deposit payment: messages and limits

• "Clent doesn't have money in his/her deposit" («У клиента нет денег на депозите») — the balance is zero.
• "Customer is not participating in a deposit system..." («Клиент не участвует в депозитной системе...») — the deposit is not allowed for this interface or customer. This is why deposit payment fails in the Hall administrator and Tariffs interfaces.
• "No internet connection..." — the balance is requested from the cloud; in offline deposit mode it comes from the POS data.
• With a fiscal register, a deposit payment is processed without fiscalization.

Offline deposit mode

• Where: there is no checkbox on the POS — the mode comes to the POS from the cloud when the account is connected.
• How it works: with the mode on, top-ups, withdrawals, deposit payments and the deposit report work from the POS data and do not need internet.

Topping up a customer's deposit at the POS

• Where: Cashier interface → "Cashbox" («Касса») → "Cash related operations" («Кассовые операции») → "Top-up deposit account" («Пополнение депозита») → "Customer's deposit account top-up" («Пополнение депозита клиенту») window: "Customer:" (select and clear buttons), "Sum:" («Сумма:», on-screen keyboard), "Search by customer code:" («Поиск по коду клиента:»), «Создать документ-поступление» (create an income document) checkbox → "Accept".
• Conditions: the deposit top-up right (if no rights are set — the outlet password for customer selection); a cash register linked to the workplace (otherwise «"Денежный" модуль не включен!…», the "money" module is off); an open shift (otherwise "Shift has not started!" «Смена не открыта!»); internet — except offline mode.

Topping up a customer's deposit: confirmation and income document

• How it works: the customer can be found by scanning the card code into "Search by customer code:". Question "Are you sure you want to deposit to the customer "…" balance in the amoun of "…" ?" («Вы уверены, что хотите начислить контрагенту…»); on success — "Customer's deposit balance "…", successfully replenished in the amount of "…" («Депозит контрагента "…", успешно пополнен на сумму "…"»), a receipt is printed, and the window clears for the next operation (close it with "Cancel").
• «Создать документ-поступление»: if ticked, the "Cash+" window opens first with the note «Пополнение депозита», and the deposit is topped up after it is saved.
• Notes: only for customers in a deposit discount ("Customer is not participating in a deposit system...").

Withdrawing (refunding) money from a customer's deposit

• Where: Cashier → "Cashbox" → "Cash related operations" → "Withdrawal from deposit account" («Снятие с депозита») → the same "Customer's deposit account top-up" window → "Accept".
• Conditions: the deposit withdrawal right (if no rights are set — the outlet password for customer selection), an open shift, internet — except offline mode.
• How it works: after the customer is chosen, "Sum:" is filled with their current balance. Question "Are you sure you want to withdraw from customer "…" balance in the amoun of "…" ?" («Вы уверены, что хотите изьять у контрагента…»); a withdrawal receipt is printed.
• Notes: you cannot withdraw more than the balance — "Withdrawal sum is more than available on customer's balance!" («Сумма изьятия больше чем депозит клиента!»). The window title is the same for top-up and withdrawal; the «Создать документ-поступление» checkbox is not shown when withdrawing.

Returning a bill paid from the deposit

• Where: bill return or change.
• How it works: if the bill was paid with the outlet's deposit payment type, the returned amount is automatically credited back to the customer's deposit and a top-up receipt is printed.
• Notes: needs internet, except in offline deposit mode.

Customer deposit report

• Where: Cashier → "Cashbox" → "Cash related operations" → "Cash report" («Отчет по кассе») → "Cash report" («Отчет по деньгам») window → "Form on deposit account data" («Сформировать по депозитам»).
• Conditions: the right to view the cash report. If the POS has unsent documents, it first offers to synchronize.
• How it works: in normal mode the data is first requested from the cloud (internet needed); with no data — "No available data on deposit balance usage!" («Нет данных по расходам депозитов за смену!»), if the request fails — "Failed to receive data on deposit balances..." («Не удалось получить остатки по депозитам...»). In offline mode the data comes from the POS.

Paying a bill "In debt"

• Where: payment window → "In debt" («В долг») button.
• How to enable: the button is active if the outlet card in the dashboard has «Тип оплаты для долга» (payment type for debt) set and a customer (not the default one) is selected in the bill.
• As default: settings → "Payment window" («Окно оплаты») tab → "Default payment type" («Тип оплаты по умолчанию») → "In debt". If the debt type is not set in the dashboard, the POS warns "Default CREDIT payment method not configured in personal account, will use CASH instead!" and falls back to cash.
• Notes: with a fiscal register, "In debt" is processed without fiscalization and is not offered in mixed payment. The debt is visible via the «Долг клиента» button; in retail it can be taken into the till right away (note «Возврат долга»).

Customer points on the POS

• Where: customer selection window → «Баллы клиента: N» (customer points) line; sales screen (Sales mode, Salon) → "Gift(N)" («Подарок(N)») button, where N is the points (visible under the conditions from the gifts section).
• Notes: the POS does not award points, it only spends them on gifts. Settings → "Logs" («Логи») tab has the log types "Points awarded" («Начисленно баллов») and "Used points" («Снято баллов»).

Spending points on gifts: the gift selection window

• Where: sales screen (Sales mode, Salon) → "Gift" («Подарок») → window with "Gift level" («Уровень подарков»), "Elements of level" («Элементы уровня»), "Chosen gifts" («Выбранные подарки», "Delete" button) and the caption «Осталось баллов: N» (points left) → "Select".
• The button is visible if: the outlet card has «Использовать подарочную систему» (use gift system) on; the gifts module is enabled for the account; the customer's discount has «Использовать Накопительные подарки в интерфейсе Режим продаж» (use cumulative gifts in Sales mode) on.
• How it works: gift levels and gift items are set up in the dashboard. Spending points is confirmed by the cloud — internet is needed. Gifts are issued as a separate closed bill; if payment receipt printing is on, it is printed.
• Messages: «Тип оплаты для подарков не выбран...» (the outlet card has no «Тип оплаты подарками», gift payment type — checked when the button is pressed), «Не хватает баллов для выбора подарка...» (not enough points), «Не выбрали подарки...» (no gifts chosen).

Printing customer details on the pre-bill and the payment receipt

• Where: settings → "Receipts and reports" («Чеки и Отчеты») tab → "Additional data" («Дополнительные данные») section → "Print customer information on prebill" («Печатать в счете на оплату информацию о клиенте») and "Print the sum of the customer's purchases on the prebill" («Печатать в счете на оплату сумму покупок клиента») checkboxes.
• How it works: the first adds the customer's address, phone and additional info to the pre-bill, the payment receipt and fiscal register receipts. The second adds "Sum of purchases" («Сумма покупок клиента») — for the current outlet.
• Notes: on the payment receipt, with both checkboxes on and a deposit payment, "Customer's balance" («Баланс клиента», deposit remainder) is printed too. The customer block prints if the receipt template has it. Without the first checkbox the fiscal register prints only the customer's name.

Customer name instead of the employee on kitchen tickets

• Where: settings → "Receipts and reports" → "Additional data" → "In a sub-order print employee instead of customer" («На подзаказнике печатать вместо сотрудника имя клиента») checkbox. Despite the English caption, the setting prints the customer's name instead of the employee's.
• How it works: off by default. Affects only kitchen/bar tickets (sub-orders), not receipts.

Tuvis loyalty program

• Where: settings → "Plugins" («Плагины») tab → "Basic plugins" («Базовые плагины») section → "Use Tuvis" («Использовать Tuvis») checkbox → "Connection test" («Тест подключения») button (appears after enabling and opens the plugin settings). At payment — payment window → "Pay" → Tuvis window.
• How it works: the Tuvis plugin must be in the program folder; it works for regular payments. A customer from Tuvis is added to the directory and put into the bill. Tuvis discount kinds: fixed, cumulative, cashback, coupon, stamps, certificate. Enabling Tuvis turns off Smart Plaza and vice versa.
• Limits: does not work with a deposit-system customer ("Customer from deposit system currently in use, failed to work with TUVIS" «Используется клиент депозитной системы, работа TUVIS невозможна») or with a zero bill ("Incorrect check sum, failed to work with TUVIS" «Не правильная сумма чека, работа TUVIS невозможна»). If the bill already has a discount or certificate, spending points is forbidden («Используется: … трата баллов TUVIS запрещена»). When the service is unavailable, deferred point accrual may be offered.

Tuvis: error when opening payment, and delivery settings

• Plugin error: if Tuvis returns an error, the POS rolls back bill changes and asks "Payment window initialization error TUVIS... Proceed to payment without TUVIS?" («Ошибка инициализации окна оплаты TUVIS... Продолжить продажу без TUVIS?»): "No" — payment does not start, "Yes" — the bill is paid without Tuvis. Same for Smart Plaza: "...without SMARTPLAZA?".
• Tuvis delivery is not loyalty: on the «Настройка доставки» (delivery settings) tab, the checkboxes «Авт. печатать оплаченный заказ (rahmet, tuvis)», «Авт. закрывать оплаченный заказ (rahmet, tuvis)», «Спрашивать о готовности заказа (tuvis)», «Ожидать статуса курьера (tuvis)» concern delivery orders.

Smart Plaza bonus program

• Where: settings → "Plugins" → "Payment systems" («Платёжные системы») section → «Использовать Smart Plaza» (use Smart Plaza) checkbox → "Connection test" button (appears after enabling). At payment — payment window → "Pay" → Smart Plaza window.
• How it works: the Smart Plaza plugin must be in the program folder. Bonuses confirmed by the plugin are recorded in the bill as an amount discount named "SMARTPLAZA". The Smart Plaza payment type is assigned to the outlet in the dashboard; in the POS settings its selection list is hidden.
• Notes: spending is forbidden if the bill already has a discount or certificate («Используется: скидка трата баллов запрещена», «Сертификат трата баллов запрещена»). Enabling Smart Plaza turns off Tuvis. On a plugin error the POS offers to continue without SMARTPLAZA.

Satty is lottery ticket sales, not loyalty

• Where: settings → "Plugins" → "Basic plugins" → «Использовать Satty» (use Satty) checkbox → after enabling, "Connection test" and the «ID Товара-лотереи» (lottery item ID) field appear.
• How it works: the Satty plugin is needed; when the specified item is sold, the POS calls the lottery plugin (games «Лото 6/49», «Телебинго», «Лото 5/36»).
• Notes: unrelated to customers, discounts or bonuses.

Default customer in a new bill

• Where: not configured on the POS — the default customer is assigned to the outlet in the dashboard and stays in the bill until another is chosen.
• Notes: for the default customer, "Via deposit balance" and "In debt" payments are unavailable, and no birthday greeting is shown.

Hotkeys for customer selection

• Where: settings → "Hotkeys" («Горячие клавиши») tab → "Forms" («Формы») switch:
  • «Форма "Выбор клиентов"» (customer selection form) — ENTER "Select", ESC "Close the window" («Закрыть форму»);
  • «Форма "Режим продаж"» (sales mode form) — F2 "Manual customer selection", F6 "Customer selection by card code", F4 "Search an item by barcode".
• How to set up: keys can be reassigned; the "By default" («По умолчанию») button restores the standard ones. Assignments are stored on this POS.

Choosing a customer in cash and warehouse documents and the journal

• Where: "Cash+" («Поступление денег в кассу») window → "Customer:" («Контрагент:») field → select button → customer selection window → "Select"; warehouse documents and the warehouse filter → customer selection; creating a journal record → customer selection.
• How it works: a simplified selection window is used, without applying discounts and without checking the customer-selection right.
• Notes: in the "Cash+" window a group cannot be chosen — «Выбор групп запрещен».