How do I flag a customer?

n certain situations it may be helpful to identify a customer in the customer record that isn't welcome in the store. Sometimes a customer who is selling may be attempting to bring in stolen goods, they have stolen from your store before, or they were possibly even violent or made threats towards an employee. In whichever case, we have a system in place that you can use to flag that customer in their customer record.

This can be especially helpful in the case of a customer attempting to sell stolen goods to a store repeatedly.

How to Flag a Customer:

• search for their name on the customer tab and select their “details”
• scroll down and in the left column you will see an option to “flag customer?” with a checkbox next to it, check the box to display a check mark
• underneath that will be a box for “Flagged Reason”, here the manager can type a simple explanation as to why that customer is getting flagged
• Once a customer has been flagged the details of which employee flagged them and the date will appear
• below this information will be a table labeled “Customer Flagged History” with the action (flagged or un-flagged), the date, and the reason why
• when this customer tries to check in to sell or when you search for this customer in ResaleAI their name will come up but it will appear in red letters with a small red flag next to it

How to Un-flag a Customer

• search for their name on the customer tab and select their “details”
• scroll down and in the left column you will see an option to “flag customer?” with a checkbox next to it, un-check the box to remove the check mark
• scroll down to the table labeled “Customer Flagged History”, here will be listed why and when the customer was flagged and also when the customer was un-flagged
• when you search for the customers name now in ResaleAI their name will come up normally, in black letters, and the red flag will be removed

 (Disclaimer: Jackson Miller is an owner at this store and these flag reasons are fake)

If you have any further questions you can always reach out to us over chat and we'll be happy to help :)