Casio V-REGI Series User manual

V-REGI series
Store support system
Standard package
Sales management
Customer File Reference Manual
V-R7000
V-R100
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Contents
1. ...................................................................................... 5 Introduction of the Customer File
1.1. .................................................................................................................... 5Outline of the system
1.2. .................................................................................................................. 6Jobs and functions list
1.3. ..................................................................................................................... 7What’s RFM Analysis
2. ............................................................................ 9 Operation of the V-REGI Customer File
2.1. ................................................................................................................................. 9Customer Note
2.1.1. ........................................................................................................................................................... 10Main screen
2.1.2. .................................................................................................................................... 11Register New Customer
2.1.3. ....................................................................................................... 12Register New Customer at Registration
2.1.4. ...............................................................................................................................17Edit Customer Information
2.1.5. ............................................................................................................................. 18Lock Customer Information
2.1.6. .......................................................................................................................... 19Delete Customer Information
2.1.7. ................................................................................................................................................ 20Search Customer
2.1.8. ............................................................................................................................................................... 22Functions
2.2. ........................................................................................................................ 37Customer Analysis
2.2.1. .......................................................................................................................................................... 37Base Screen
2.2.2. ....................................................................................................................................................... 39Rank Settings
2.2.3. .............................................................................................................. 40Search from Result of RFM Analysis
2.2.4. ................................................................................................................................................................. 42Function
2.3. ........................................................................................................ 45Settings for Customer File
2.3.1. ............................................................................................................................................................. 45Main Menu
2.3.2. ...................................................................................................................................... 46Customer File Settings
2.3.3. .................................................................................................. 49Set Up Candidates (List) of Customer File
2.3.4. ..................................................................................................................................... 51Setting of RFM Analysis
2.3.5. .................................................................................................................. 52Functions (On Customer Setting)
2.3.6. .............................................................................................................................................................. 70Protection
2.3.7. ....................................................................................................................................................... 71Data Deletion
3. .............................................................................. 73 Link with Sales Management System
3.1. ...................................................................................................................... 73Customer Accounts
3.1.1. .................................................................................................................................................................. 73Settings
3.1.2. ................................................................................................................................................. 73Customer charge
3.1.3. ........................................................................................................... 73Receive payment of customer charge
3.1.4. ......................................................................................... 75Check the current balance of customer charge
3.1.5. ................................................................................................................................... 75Cancel customer charge
4. ........................................................................................................................................... 76 Others
4.1. ...................................................................................................................................... 76Output PDF
4.1.1. ........................................................................................................................................................ 78Save location
4.1.2. .................................................................................................................................................................... 78Others

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Introduction
This manual explains functions and operation of Customer File.
Take advance notice
The copyrights for this manual, as well as all rights related to the software noted in this
manual are the property of CASIO Computer Co., Ltd.
The unauthorized reproduction of this manual in whole or part is prohibited without the
express, written permission of CASIO
The content of this manual may change without prior notice due to improvements to the
product and/or changes in their specifications.
Adobe, Reader are trademarks of Adobe Systems Incorporated.

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SECTION 1
Introduction of the Customer
File

1. Introduction of the Customer File
1.1. Outline of the system
V-REGI Customer File offer management of Customer Information at the store.
Send customer file as E-Mail
attachment
in Japan
This is function just for CXD Next
Issue E-Mail by Customer File
Issue Coupon Receipt by
Customer File
Issue Stamp Receipt by
Customer File
E-Mail Magazine
Coupon Control
E-Mail Issue
Send Customer File
Stamp Control
Configure Customer System
Configure Customer
File System
RFM Analysis
RFM Analysis
A
dd / Modify / Delete
Customer
Customer File
Maintenance
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1.2. Jobs and functions list
Customer Note --- Operations to control Customer Information
New：Register new Customer Information
Edit ：Edit Customer Information
Delete：Delete Customer Information
Print：Print Customer Information
Function: Print Customer Information, Print Customer Bar Code,
The privilege to a customer is set up. (Giving a discount)
Send Customer File as E-Mail attachment, Send E-Mail to Customer.
Search：Search with Customer Information to find out Customer, sort and print them
Customer Analysis --- Operations to analyze what customer has purchased in the past
Analysis：Customer Analysis with RFM, show list.
Rank：Setup range values for RFM Analysis
Print：Print result of RFM Analysis
Function: Print result of RFM Analysis, Print Customer Bar Code,
The privilege to a customer is set up. (Giving a discount)
Send Customer File to Administrator as E-Mail attachment, Send E-Mail to
Customer.
Search：Search with Customer Information to find out Customer, sort and print them
Settings for Customer File --- Customize “Customer Note” and “Customer Analysis” operation.
Item：program name of each parameters and control for Customer File
List：When “Input Method” is List (Candidate), Setup item of list
RFM：Setup range values for RFM Analysis
Function: Setting for Stamp, Coupon, and Administrator E-Mail Address to send Customer
File.
Protection: Set Administrator password, Set User password and limitation.
Set: Initialize reservation data

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1.3. What’s RFM Analysis
RFM
From Wikipedia, the free encyclopedia
RFM is a method used for analyzing customer behavior and defining market segments. It is
commonly used in database marketing and direct marketing and has received particular
attention in retail.
RFM stands for
Recency - How recently did the customer purchase?
Frequency - How often do they purchase?
Monetary Value - How much do they spend?
To create an RFM analysis, one creates categories for each attribute. For instance, the
Recency attribute might be broken into three categories: customers with purchases within
the last 90 days; between 91 and 365 days; and longer than 365 days. Such categories may
be arrived at by applying business rules, or using a data mining technique, such as CHAID,
to find meaningful breaks.
Once each of the attributes has appropriate categories defined, segments are created from
the intersection of the values. If there were three categories for each attribute, then the
resulting matrix would have twenty-seven possible combinations (one well-known
commercial approach uses five bins per attributes, which yields 125 segments). Companies
may also decide to collapse certain subsegments, if the gradations appear too small to be
useful. The resulting segments can be ordered from most valuable (highest recency,
frequency, and value) to least valuable (lowest recency, frequency, and value). Identifying
the most valuable RFM segments can capitalize on chance relationships in the data used for
this analysis. For this reason, it is highly recommended that another set of data be used to
validate the results of the RFM segmentation process.

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SECTION 2
Operation of the Customer File

2. Operation of the V-REGI Customer File
2.1. Customer Note
Customer note can be entered from Top Menu – Note tab.
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2.1.1. Main screen
Here is the main screen of the Customer File
Ａ.ResultArea
C.Customer Information
B.List of customers
D.Function keys
Ａ．Result Area
・The number of result of search, and list will be indicated.
・Tap《or 》to move back / forward list.
・Tap this field to get dialog to search customer.
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Ｂ．List of Customer
・Browse list of Customer
・Display detailed Customer Information where you have tapped List Are at B.
Ｃ．Details of Customer Information
・Display detailed Customer Information where you have tapped List Are at B.
・Tap》to show customer stamp and charge sales information.
Ｄ．Function keys
・Available function keys are displayed in this field.

2.1.2. Register New Customer
Register new Customer
Detailed display region
When the tap of <New> is carried out, a detailed display region will be in the
input state of New Customer Information.
A customer code is assigned automatically.
After inputting required information, if the tap of <Save> is carried out,
Customer Information will be registered.
When you stop an input, please carry out the tap of <Cancel>
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2.1.3. Register New Customer at Registration
During operation of the register, if you want to search or register a customer,
Please tap the <SHEET> the lower right corner of the screen.
・ Tap <CUST#>
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[Switching of the dialog]
When you tap the title
right ">>" mark
It is possible to switch
customer code search,
phone number search,
the customer name
search.
・ When you tap the <OK> without entering the customer code, you will be able
to search for the customer from the customer list.
・ After confirmation, please refer to the following [1] and [2], the operation
description.
[1] If the customer is already registered
Customer name that corresponds to the customer code that you entered
will be displayed.
Make sure the customer name that appears. When you tap the bottom
right of this dialog the <OK>, customers listed will be selected.
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[2] Customer is not registered, if you want to register as a new customer
Dialog is displayed if the customer has not been registered.
If you want to register as a new customer, and then tap <OK> dialog
lower right.
Please tap the <Cancel> If you want to cancel the registration.
Registration confirmation screen of the customer is displayed, register
the customer's name.
When you tap the frame that are listed as "New Customer", customer
name input screen is displayed.
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Enter Customer Name, and tap<OK>.
Make sure what you have entered, tap the <OK> dialog bottom right, it
will be registered.
Customer information after registration you can be changed in the
[Customer Note].
[3] If you want to register a new customer easily from the beginning
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I will tap in the upper left corner of the customer code input dialog [+].
Customer code is issued automatically, go to the registration
confirmation screen.
A subsequent operation is the same as the registration of new
customers.
[4] If you want to select from the entire customer list
Select from a list of customer book.
In a state of displaying customer code input dialog, I will tap the <OK>
without entering the customer code.
Customer list is displayed. Tap the list display area on the left side,
customer information of the target appears on the right side, and then
tap <OK>.
Tap the <Cancel> If you want to stop the operation.
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2.1.4. Edit Customer Information
Edit registered Customer Information
Tap the List area in the main menu to display detailed Customer Information
for editing
Enter required information and tap <Save> this will store your new settings.
To cancel entry, tap ＜Cancel＞button
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2.1.5. Lock Customer Information
Lock Customer Information
Tap the List area on the main screen and then tap <Edit> button while the details are
displayed.
Scroll down the customer information area.
Change set value of Out of Service.
0:Valid Unlock the customer
1:Invalid Lock the customer
When confirmation dialog is displayed, tap <Enter> to delete customer
To cancel delete sequence, tap <Close> button
This locked customer information can not be used in Registration.
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2.1.6. Delete Customer Information
Delete Customer Information
Tap the List area on the main screen and then tap <Delete> button while the details are
displayed.
When confirmation dialog is displayed, tap <Enter> to delete customer
To cancel delete sequence, tap <Close> button
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2.1.7. Search Customer
2.1.7.1. Search by condition
You can find Customer by using search function with specific key.
A search dialog will be displayed if the tap of the search region is carried out.
A search condition can be inputted by carrying out the tap of the search condition item.
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