video1.0<iframe src="https://www.loom.com/embed/ccc886f5bead41b18cf37cbe58a797a8" frameborder="0" width="1284" height="963" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9631284Loomhttps://www.loom.com9631284https://cdn.loom.com/sessions/thumbnails/ccc886f5bead41b18cf37cbe58a797a8-00001.gif217.3In this video, I provide a quick walkthrough of the POM (Point of Marketing Online) system. I explain how to look up customers, edit their information, process transactions, and add or redeem offers manually. I recommend using phone or email to search for customers. No specific action is requested from viewers, but this video will help you understand how to navigate and utilize the POM system effectively. Step-By-Step Understanding the Point of Marketing Online (POM) Walkthrough 1. **Introduction to POM** - Purpose: Look up customers, find their account, edit information, process transactions, or add points. - Abbreviated as POM for Point of Marketing Online. 2. **Searching for Customers** - Use the search function to look up customers by phone, email, first name, or last name. - Phone or email recommended for search. - Example: Searching for a customer using their phone number (demonstration provided). 3. **Editing Customer Information** - Access customer's account to edit details like phone numbers or emails. - Update information and save changes. 4. **Adding or Redeeming Offers** - Manually redeem offers for customers. - Add a specified amount to the customer's account. - Offer value converted into points based on the set ratio. - Remove offers from transactions to keep them on the customer's profile. 5. **Different Uses of POM** - POM can be used for transactions, editing customer details, or manually adding points. - Manual point addition through transactions might be necessary in some cases. - Use sparingly, such as giving bonus points instead of free items. 6. **Wrap-Up** - POM functionalities include editing customer information, adding missed transactions, and redeeming offers. - Ability to remove offers from customer profiles through transactions. - Encouragement for questions or feedback to improve the system.