New Customer (#68)

This provides an overview of the New Customer (#68) POS Key. Refer HERE for more information.

Subjects      ▲ ▼

• About
• How To?
• Screens

About      ▲ ▼

• What Is Required?
  
• What To Consider?
• When Is It Used?

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 Back Office.

How To?      ▲ ▼

• GET STARTED
• Use This POS Key?

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 Customer
• 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
• Settings

Settings Screen      ▲ ▼

To access, select the More Settings option in Keyboard Designer. Used to configure the settings for the New Customer (#68) POS Key.

• Available Interfaces - Select from the drop down list the required Interface.

• 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      ▲