POS Keys
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      New Customer (#68) POS Key

      Touch - POS Keys

       

      This provides an overview of the New Customer (#68) POS Key.
      Refer to New Member/Customer Operation for more information.

       

      Subjects      ▲ ▼

       

      About      ▲ ▼

       

      What Is It?      ▲ ▼

      Used to lookup/retrieve a Customer/Member and add it to an Order/Sale in Touch

       

      What Is Required?      ▲ ▼

      • Ensure this POS Key is added to the appropriate Keyboard Layout using the Designer. Refer HERE for more information.
        • Ensure it is given an appropriate Caption. For example, Customer Lookup.
        • Ensure it is configured as required, HERE.

       

      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 new Customer/Member in Touch.

       

      How To?      ▲ ▼

       

      How To GET STARTED?      ▲ ▼

      Do as follows:

       

      How To Configure The POS Key?      ▲ ▼

      • In Keyboards, select the New Customer (#68) POS Key that has been added to a Layout and then select the More Settings option to display the Settings screen.
      • Ensure the correct Interface (NetPOS) is selected. For example, to lookup Swiftpos Customers/Members, ensure the SwiftPOS Back Office interface is selected. To lookup Zen Global Customers, ensure the Zen Global interface is selected.
      • Complete the configuration by selecting the options available. Refer HERE for more information.

       

      How To Use New Customer (#68) POS Key?      ▲ ▼

      This can be done either by:

      • In Touch, select the New Customer (#68) POS Key. to open the New Customer screen.
      • Enter the Customer's/Members details available into the appropriate fields in the screen.
      • Configure anything else that is appropriate. For example:
        • Allergens
        • ID
        • Interest Groups
        • Linked Classification
        • Lists
        • Member Classification
        • Notes
        • Photo
        • PIN
      • Select the Check Member ID option to ensure the ID entered is currently available and not already in use.
      • Ensure all details entered or configured are correct. Confirm accuracy of the details with the Customer/Member.
      • Select Done to save the new Customer/Member. The new Customer/Member will be added in Back Office and can be maintained HERE.
      • To retrieve the new Customer/Member and add them to an Order/Sale in Touch, refer HERE.

       

      Screens      ▲ ▼

       

      Settings Screen      ▲ ▼

       

      pos-key-new-customer-68-1

       

      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:
        • Selected Interface Type - Displays the Type selected.
        • Selected Interface Instance - Displays the Instance selected.
      • 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      ▲