Revest doesn't just record a customer's name and phone number; it gives you a comprehensive (360-degree) view of customer behavior, purchases, and debts, enabling you to provide a personalized experience that increases your sales.

1. Comprehensive Customer Profile (Customer Profile 360)

Every customer in Revest has a centralized profile that aggregates their data from all channels (store, website, and app).

Adding a New Customer

A customer can be added from the POS during a sale, or from the management platform:

First: From the Revest Platform

The control panel allows you to create comprehensive customer profiles, including financial details and segmentation parameters.

  1. Navigate to Customers > Customers in the main menu to view the customer list.
  2. Start Creation: Click the "+ Add New" button.
  3. Fill in General Data: In the "General" tab, enter mandatory information such as first name, last name, and mobile number (which acts as a unique identifier).
  4. Configure Advanced Settings: Go to the "Advanced" tab to assign the customer to specific groups, classes, or divisions.
  5. Set Financial Parameters: Go to the "Financial" tab to define tax numbers, payment terms (e.g., credit or cash), and credit limits.
  6. Add Attributes: If your company uses custom fields, add them in the "Attributes" tab.
  7. Save: Click "Save" to create the profile.

Second: In the Point of Sale (POS) System

The POS system allows salespeople to register customers quickly during the purchase process.

  1. Access the Sales Screen: From the main sales screen, locate the customer section (usually on the right side).
  2. Add Customer: Click the Add Customer icon/button.
  3. Create New Record: A pop-up window displaying current customers will appear. Click the Add New (or "Add Customer") button within this window.
  4. Enter Data: Fill in the required fields, especially the name and phone number.
  5. Note: The phone number must start with 05 and consist of 10 digits.
  6. Confirm: Click the button to save/confirm (e.g., "Confirm" or "Add"). The customer is now linked to the current shopping cart.

What Does the "Customer 360" Screen Tell You?

When you create or edit customer data in the control panel, the data is organized into four main tabs. In addition, the "Comprehensive Customer View" provides extra tabs for analysis.

Creation/Editing Tabs

These tabs are used to enter and manage basic data.

  • General Tab: Records personal and contact information.
    • Identity: First name, last name, gender, age group, date of birth.
    • Contact Information: Mobile phone number (unique identifier, cannot be updated after creation), email.
    • Address: Country, region, city, district, street.
    • Tags: Used for internal categorization.
  • Advanced Tab: Deals with segmentation and hierarchy.
    • Codes: Customer code and customer type (e.g., internal/external).
    • Groups: Business groups such as retail, wholesale, or VIP.
    • Classes: Business types (e.g., Aramco, SABIC) that might trigger specific business actions, such as one-time verification code requirements.
    • Divisions: Internal divisions (e.g., East, West, Online).
    • Distribution Channels: How the customer buys (e.g., retail, wholesale).
    • Operations: Parent customer (for hierarchy), salesperson assignment, and status (active/inactive).
  • Financial Tab: Essential for managing B2B transactions and credit.
    • Taxes: Tax number and basic tax settings.
    • Payments: Payment terms (determines the ability to pay "On Account"/credit), credit limit, and credit balance.
    • Pricing: Customized price lists (determines the product prices specifically for this customer) and currency.
    • References: External reference fields and notes.
  • Attributes Tab:
    • Contains customizable fields (from Attribute 1 to Attribute 5) to record specific business data not covered in the standard tabs.

Comprehensive Customer View (360 Degree) Tabs

Once a customer account is created, clicking its icon opens a comprehensive (360-degree) view, which includes additional analytical tabs:

  • Overview: Sales summaries, orders, average sales, and profit.
  • Timeline: An omnichannel activity log showing purchases, returns, and visits.
  • Sales History: A list of all sales and return invoices associated with the customer.
  • Products: A list of products the customer has bought with the frequency of purchase.
  • Wallet: Tracks credit/debit transactions, loyalty points, and current wallet balance.

2. Customer Segmentation

Revest allows you to segment customers into groups to offer special prices or discounts.

  1. Go to Customers > Groups.
  2. Create a new group, for example: "VIP Customers" or "Corporate".

How do you benefit from it?

  • In Pricing: Link a "Wholesale Price List" to the "Corporate" group. Once the customer is selected in the POS, prices change automatically.
  • In Promotions: Dedicate an exclusive promotional offer for "VIP Customers".

3. Loyalty Programs

The loyalty system in Revest is highly flexible and relies on the principle of "earning points" and "redeeming points".

Step 1: Set Up Earning Rules

How does the customer get points?

  1. Go to Loyalty > Rules.
  2. Define the formula: (e.g., for every 10 riyals the customer spends, they get one point).
  • You can customize it: double points for specific products or on certain days.

Step 2: Set Up Redemption Rules

How much is a point worth?

  1. Set the point value at checkout (e.g., 100 points = 10 riyals).
  2. Upon checkout at the POS, the cashier will see the customer's point balance and the option to use it for partial or full payment.

4. Promotions and Discounts

The Revest system currently focuses on external promotional offers (integrated from systems like SAP), as native internal promotions are listed as a feature under development, and cannot be created directly in Revest from scratch.

However, administrators must configure the promotional frameworks in the control panel to ensure imported data functions correctly. Here is a guide on how to configure and activate these promotional offers:

Setting Up External Promotions (Control Panel)

To configure the structure of promotional offers that will be imported/transferred from an external source:

  1. Go to Promotions > External Promotions in the control panel menu.
  2. Create Conditions (Headers):
    1. Select the Conditions tab, then click Add New.
    2. Select Condition Type: Choose the desired promotional offer type, such as free goods, product discount, instant discount, or group buy.
  3. Configure Properties:
    1. Add Key Combinations: Select the specific properties linked to the header of this promotion (e.g., customer class, product category, region, or store ID).
  4. Setup Integration:
    1. Add external references to ensure data matches correctly during integration (like matching SAP condition numbers).
  5. Data Migration:
    1. Once the structure is set up, the actual promotional data (values, and validity dates) is migrated/imported from the external source. You can view this data in the Condition Records tab.

Activating Promotions for Use

Before applying these promotions in the POS, they must be activated:

  • Company Setup: External promotions must be enabled in the company setup.
  • Status: Ensure the status is set to "Active"; once activated, all external promotional offers fetched from the marketplace or ERP system become available.

Supported Types of Promotions

The system supports several types of promotional offers, applied based on a specific priority (from highest to lowest):

  • Promo Code: Users enter a numeric code into the POS system. This option has the highest priority.
  • Free Goods: Products are automatically added to the shopping cart with a 100% discount. If there are multiple free options, the seller chooses one through a pop-up window.
  • Grouped Promotions: Based on quantity or amount (e.g., "Buy X amount of mini paints").
  • Line Discount: Automatically applied to the total value of a specific product line if no higher priority offer exists.
  • Instant Discount: Applied manually at the shopping cart level on the total value.

Key Rules and Control

  • Control Level: Promotional offers are created and managed at the company level.
  • Currency Specific: For companies operating in multiple countries, promotional offers are specific to each currency.
  • Single Application: Only one promotional offer is applied to each product. If more than one option applies, the system selects the one with the highest priority.

5. On Account Sales and Debt Collection (On Account & Debt Management)

If you sell to companies or known customers on a "put it on my tab" system:

  1. During the Sale: In the POS, choose the payment method On Account.
    1. Condition: The customer must have an allowed "credit limit" in their profile.
  2. Collection (Settle Debt):
    1. When the customer comes to pay, search for their name in the POS.
  3. Choose Pay Balance.
  4. Receive and record the amount, their balance will be updated instantly in the system.