The New Home For MYOB RetailManager

Customer, Staff and Reporting FAQs

Manage account customers, print loyalty barcode labels, set up multi-level staff security privileges, and simplify your retail GST reporting.

Last updated by AAAPOS

Customers, staff and reporting

Yes. RetailManager supports account sales and can email invoices and customer statements. Customer details, account information and sales history are also available on your phone through RM-Mobile.

How to Do Account Sales in RetailManager
How to create an account for a customer in RetailManager
How to Apply Debtor Payments in RetailManager

For more information, see AAAPOS RetailManager POS software.

Related FAQs: RM-Mobile FAQs.

Yes. You can select customers by location, pricing grade, dollars spent, number of sales or gross profit, and send them special offers, promotions and newsletters. RetailManager can also print barcode labels for customer details, which you can use to create membership cards for loyalty programs. The youGROW CRM adds customer segmentation and targeted email or SMS campaigns.

Contact Groups in AAAPOS RetailManager
How to print customer barcode labels in RetailManager

For more information, see AAAPOS RetailManager POS software.

Yes. RetailManager has multi-level security. You set up staff groups, restrict each group’s access to areas such as reporting and profits, and assign each staff member to a group. You can also hide or lock fields on the sales screen.

How to setup the Security Options (Step 1) in RetailManager
How to restrict staff group privileges (Step 2) in RetailManager
How to assign staff to staff groups (Step 3) in RetailManager

For more information, see AAAPOS RetailManager POS software.

Yes. RetailManager’s reports help you manage GST reporting more easily, and it exports to MYOB and Xero so the figures can flow through to your accountant. Ask your accountant how GST should be treated in your business.

How to customise the GST or VAT options in RetailManager
How to Set Tax Codes in RetailManager

For more information, see AAAPOS RetailManager POS software.

Related FAQs: EFTPOS and accounting FAQs.

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