Add A New Customer / Member

Touch - How To

This outlines the How To Add  A New Customer / Member in Touch.

How To Add A New Customer / Member?      ▲ ▼

Do as follows:

• In Back Office:
  • Ensure the New Customer (#68) POS Key is added to the appropriate Keyboard Layout using the Designer. Refer HERE for more information.
    • Ensure the New Customer (#68) POS Key is configured as is appropriate for the Venue.
  • Ensure a Full Update is sent to the required Touch terminals that will be making use of the POS Key. Refer HERE for more information.
• In Touch:
  • Apply the update. Refer HERE for more information.
  • Select the New Customer (#68) POS Key to open the New Customer screen.
    • Enter the details obtained from the Customer/Member into the fields provided, as is appropriate.
    • Configure any other remaining details that is appropriate for the Customer/Member. For example:
      • Account Limit
      • Allergens
      • Alternate ID
      • Classification
      • Contact Lists (Email, Mailing, SMS)
      • ID
      • Linked Classifications
      • Linked Interest Groups
      • Notes
      • Photo
      • PIN
    • Select the Check Member ID option to validate that the Member ID displayed is available to be used.
    • Confirm with the Customer/Member that the details entered are correct and accurate.
    • Select the Done option to add the new Customer/Member to Swiftpos Back Office.
• In Back Office:
  • Navigate to the Member Records screen and
  • Locate and select the new Customer/Member added above.
  • Confirm the details are correct and accurate. Refer HERE for more information.

End of article      ▲