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Customers on the Sales Point

The Sales Point can link bills to concrete customers — either one-off (just for the current invoice) or persistently as part of customer management. With customer management enabled, customers can be created centrally, several addresses per customer can be maintained, customer tabs can be run, and GDPR consent forms can be printed.

Module behaviour:

  • Without the Customer Management module only one-off entry of customer data on an invoice is available — the data is stored with the bill but cannot be reused.

  • With the Customer Management module the Customers menu entry appears with the full lifecycle (create, edit, multiple addresses, link to bill).

  • Additionally with the Voucher Management module a GDPR consent form is automatically printed when a new customer is created.

Create and edit customers

With the Customer Management module active, open Customers in the menu. From the list you can create, edit, and delete customers.

Each customer can hold several addresses. Use the star icon ★ to mark one address as the primary address.

The primary address is preselected automatically when a bill is linked to the customer — this speeds up the workflow when most postings go against the main address.

Pricing level

Every customer can be assigned a pricing level. Once a bill is linked to that customer, the order is priced at that level from then on — no matter which pricing level is currently active at the Sales Point. The typical case is a regular or corporate customer who permanently gets their own price list.

In the customer form, use the Pricing level field to pick the level you want, or None. The customer details show the assigned pricing level by name.

  • Items still open are repriced. Every article sitting in the cart that has not yet been booked onto a table or a bill switches to the price of the customer's pricing level — including the add-ons from article options. Articles already booked keep their price.

  • The consumption type switches with it. Every pricing level belongs to a consumption type. Along with the customer's pricing level, the order also adopts that consumption type — which can change the tax rate.

  • Newly booked articles are priced at that level as well from this point on.

If an article carries no price of its own at that pricing level, the Sales Point falls back to the price of the consumption type and, failing that, to the article's standard price.

Articles with free price entry whose price you typed in differently from the standard price are left untouched — a manual price entry is never overwritten.

Relationship to time control at the Sales Point

Pricing levels can be time-controlled at the Sales Point, for instance a happy hour from 17:00 to 19:00 — see Setup Price Levels for Sales Point. A customer's pricing level is exempt from this:

  • It applies even when that pricing level is currently inactive at the Sales Point, or not released there at all.

  • It is not reset automatically when its time window ends.

You can switch to a different pricing level manually at any time — your selection at the Sales Point takes precedence.

Removing the customer from the order does not reset the prices automatically. Switch the pricing level manually at the Sales Point in that case.

Pricing level or discount group?

Both affect the final amount, but by different means:

Pricing level

Discount group

Effect

swaps the article's price

subtracts a reduction from the price

On the bill

appears as the regular price

is shown separately as a discount

Maintained under

Article Management > Pricing Levels, prices on the article

Article Management > Discount Groups

Both can be used at the same time. When a customer carries both a pricing level and a discount group, the pricing level's price applies first, and the group's discount is subtracted from it.

Assigning a pricing level to a customer requires bessa Kassa 6.0 or newer. The pricing levels themselves are created in the bessa Manager — at the Sales Point they can only be selected.

Discount and discount group

Every customer can carry a persistent discount that is applied automatically when a bill is linked to them. There are two variants:

  • Discount (%) — this customer's individual standard discount, typed straight into the customer form.

  • Discount group — a reusable discount maintained centrally in the bessa Manager and shared by many customers (as a percentage or as a fixed amount). When the rate changes, it is changed once on the group and takes effect for every assigned customer.

In the customer form, use the Discount group field to pick the group you want, or No discount group. As soon as a group is selected, the Discount (%) field is set to 0 and locked — the discount rate then comes exclusively from the group. Select No discount group and the field becomes editable again.

The customer details show the effective discount: with a group, the group name including its discount (e.g. "Regulars (10 %)"), otherwise the percentage of the standard discount.

Discount groups require bessa Kassa 6.1 or newer. They are created and changed exclusively in the bessa Manager — at the Sales Point they can only be selected. Discount Groups describes how to create them.

How the discount is calculated while ordering and taking payment is described in Apply Discounts.

Once you process personal customer data you need consent. bessa supports this with a standardised form.

  • Automatic printing: With the Voucher Management module licensed, the consent form is printed automatically when you create a new customer. Have the customer sign and retain it.

  • Reprint: The options menu in the customer detail view contains the entry Print GDPR consent to reprint the form at any time.

For the legal background and the text of a sample form, see Sample Privacy Notice for End Customers.

Linking a bill prints the customer name and address onto the invoice — important for invoicing requirements (e.g. invoices above €400 gross in Austria, B2B invoices with VAT ID).

  1. Post articles into the cart as usual.

  2. Open the options menu in the top right and select Link customer.

  3. Find the customer in the customer list and tap them.

  4. Optionally choose a non-primary address (otherwise the primary address is used).

  5. Close out the order as usual — see Close out and pay.

Without the Customer Management module

When you tap Link customer, an entry form for customer data opens directly. The data is stored on this one invoice and printed, but not saved to a reusable customer list. The next bill may require re-entering the same data.