Touch - POS Keys
This provides an overview of the New Customer (#68) POS Key. Refer HERE for more information.
Subjects ▲ ▼
About ▲ ▼
What Is Required? ▲ ▼
- Swiftpos v10+
- Ensure this POS Key is added to the appropriate Keyboard Layout using the Designer. Refer HERE for more information.
What To Consider? ▲ ▼
- If required, access to this POS Key can be restricted by the Clerk Security feature.
When Is It Used? ▲ ▼
Used to create a Customer/Member for a patron and add it as a record in Swiftpos Back Office.
How To? ▲ ▼
How To GET STARTED? ▲ ▼
- Review About and ensure the steps outlined HERE are addressed.
- In Keyboard Designer, select the New Customer (#68) POS Key that has been added to a Layout.
- Ensure it is given an appropriate Caption. For example, New Member
- Select the More Settings option to display the Settings screen and configure the POS Key as required.
- Ensure the correct SwiftPOS Back Office Interface (NetPOS) is selected in the Available Interfaces drop-down list and the Set/Change Selected Interface option is selected.
- Once configured, ensure a Full Update is sent to all the Touch terminals that will be using the POS Key. Refer HERE for more information.
Screens ▲ ▼
New Customer Screen ▲ ▼
To access, select the New Customer (#68) POS Key in Touch. Used to create a Customer/Member for a patron and add it as a record in Swiftpos Back Office.
Displays/Enter the First and Last Name, Email, Mobile, DOB (Date of Birth) and/or Occupation of the Customer/Member.
- First Name - Displays/Enter the Customer/Member's first name.
- Last Name - Displays/Enter the Customer/Member's surname.
- Email - Displays/Enter the Customer/Member's email address.
- Mobile - Displays/Enter the Customer/Member's mobile phone number.
- DOB - Displays/Enter the Customer/Member's date of birth in the format compliant with the local regional format. For example, in:
- Australia - Enter a date in the dd/mm/yyyy or dd-mm-yyyy format.
- USA - Enter a date in the mm/dd/yyyy or mm-dd-yyyy format.
- Occupation - Displays/Enter the Customer/Member's occupation.
- Address - Enter the Customer/Member's address details.
- Get Next ID - Select to obtain the next available ID from Swiftpos Back Office.
- Add/Change PIN - Select to open the numeric keypad to enter a PIN of up to 9 digits.
- Check Member ID - Select to check that the entered ID is available in Swiftpos Back Office.
- Alternate ID - Enter an alternate ID for the Customer/Member.
- Classification - Select to open the Member Classifications Search screen to select a Classification to assign to the Customer/Member.
- ABN - Displays/Enter the Customer/Member's ABN number if required.
- Account Limit - Displays/Enter the Credit Limit specific to the Customer/Member.
- Gender - Select from the drop down list the most appropriate option.
- Linked Classifications - Select to open the Linked Classifications screen and select Classifications to link to the selected Customer/Member.
- Select Interest Groups - Select to open the Interest Groups screen and assign Interest Groups to the selected Customer/Member.
- Notes - Select to open the Member Notes screen and assign Interest Groups to the selected Customer/Member.
- Member Photo - Select to open the Member Photo screen to acquire/crop/remove an image of a Customer/Member.
Notes ...
In order to be able to capture images, the Image Acquisition Device will need to be setup as a Peripheral in Touch.
- Mail/eMail/SMS lists - Select/Unselect to include/exclude the Customer/Member in available contact lists.
Settings Screen ▲ ▼
To access, select the More Settings option in Keyboard Designer. Used to configure the settings for the Customer (#102) POS Key.
- Available Interfaces - Select from the drop down list the required Interface.
Notes ...
If no interface is selected, the default used will be the interface which is set as Default in NetPOS.
- Set/Change Selected Interface - Select to select the interface selected above and set the following:
- Primary Classification - Select from the drop-down list the Member Classification to be used as the default for all new Customers/Members.
- Linked Classification - Select to open the screen and select the Member Classifications to be used as the default Linked Classifications for all new Customers/Members.
- Linked Interest Groups - Select to open the screen and select the Member Interest Groups to be used as the default Interest Groups for all new Customers/Members.
- Default Credit Limit - Enter the default credit limit to be used for all new Customers/Members.
- Get Default Credit Limit from Global Preferences - Select to ensure the default credit limit to be used for all new Customers/Members is sourced from HERE.
- Automatically Get Next ID - Select to ensure the next available Member ID is retrieved and used for all new Customers/Members.
- Auto Start Sale - Select to ensure the new Customer/Member is added to an Order/Sale once they have been created and validated.
- Initiate Member Receipt after validation - Select to ensure the Member Receipting screen is displayed in order to facilitate the immediate receipting of any membership payments owing by the new Customer/Member. It will be displayed once the new Customer/Member has been created and validated.
- Show Alternate ID - Select to ensure the ID as retrieved from the interface selected above (if not SwiftPOS Back Office), is used for all new Customers/Members and displayed.
End of article ▲