Operations

Accounts / Customers / Members

This provides an overview of the Account/Customer/Member related POS Operations available in Touch.


POS Operations      

  • Account Charge - Used to charge the partial/full sale amount to a Customer/Member's Account.
  • Account Payment / Top Up - Used to make Payments / Top Ups into a Customer/Member's Accounts.
  • Account Print - Used to print Tax Invoices (for multiple sales over a period of time) for a selected Customer/Member accounts.
  • Account Status - Used to display the current status of a Customer/Member's Account.
  • Allergens - Used to alert Clerk/Staff Members when items ordered contain Allergens of concern to the Customer/Member.
  • Charge / Redemption - Used to charge the partial/full sale amount to a Customer/Member's Account in real time.
  • Custom Points Redeem per Product - Used to redeem a Purchase of a Product using Points and the same Product has a custom Points configured against it.
  • Customer - Used to either assign a Sale Transaction, Phone Order or Table/TAB to a specific Customer/Member OR search for a Customer/Member.
  • Customer Alert - Used to alert a Customer/Member that their order is ready. Alerts can be sent to a Mobile Phone, Email Address or Pager.
  • Customer Campaign Lookup - Used to view the Campaigns currently in progress, that are associated with the Member in the sale.
  • Customer Details - Used to add/edit Customer/Members.
  • Customer Sales by Location - Used to display the current Customer/Member's previous sales.
  • Deposits - Used to accept advance payments as a deposit for Functions/Tables
  • Email Receipt / Vouchers - Used to email the Receipts and/or Vouchers to a selected email address for the current sale.
  • ePurse Accounts - Used to make a Payment / Top Up into a Customer/Member's ePurse Accounts.
  • Lay-bys - Used to enable Customers to purchase goods on Lay-by.
  • Lifestyle Access Control - Designed to manage access to Lifestyle facilities at a club/venue.
  • New Customer/Member - Used to create a new Customer/Members.
  • Offline Account Charge - Used to charge the partial/full sale amount to a Customer/Member's Account in offline mode.
  • Payment / Top Up - Used to make Payments / Top Ups into a Customer/Member's Account in real time.
  • Phone/Web Orders - Used to take/save Phone Orders and recall both Phone and Web Orders.
  • Points Pay - Used to select Items in a sale that will be paid for by redeeming loyalty Points.
  • Print Member Card - Used to print a Customer/Member's card.
  • Receipt Members Fees - Used to receipt Customer/Members Fees.
  • Reservations - Used to manage the Reservations of Tables. Primarily designed for restaurants, it can also be used in cafes or any other Business that offers Table Reservations.

End of article.