Add A Member To An Order / Sale

This outlines how to Add a Member to an Order/Sale in Touch.

Subjects ▼

What Is It Used For?
What Is Required?
To Be Considered
How To Add A Member To An Order/Sale

What Is It Used For? ▲ ▼

Used to add a Customer/Member to an Order/Sale in Touch. This is usually done to ensure an Order/Sale is associated with a specific Customer/Member, and in doing so may then be eligible to receive any benefits that is currently on offer at the Venue.

What Is Required? ▲ ▼

Ensure the Customer (#102) POS Key is added to the appropriate Keyboard Layout via the Designer.

To Be Considered ▲ ▼

In Touch, the display of Customer/Member details in the sales grid, besides their name, can be configured here.

How To Add A Member To An Order / Sale ▲ ▼

Notes...

A Member can be added to an Order/Sale at the start, during or at the end of the Order/Sale.

When A Member's Card Or Number Is Provided ▲ ▼

In Touch, swipe the Customer's/Member's Card. The Customer/Member will be added to the Order/Sale and their name will appear in the sales grid.

Continue with the Order/Sale.

In Touch, enter the Customer's/Member's number.

Select the Customer (#102) POS Key. The Customer/Member will be added to the Order/Sale and their name will appear in the sales grid.

Continue with the Order/Sale.

When A Member's Card Or Number Is Not Provided ▲ ▼

In Touch, select the Customer (#102) POS Key.
The Customer Search screen will be displayed.
Refer to How To Search for Customer/Member for more information.

End of article. ▲