New Customer

Touch - Screens

Subjects      ▲ ▼

• How To
• Screens

How To?      ▲ ▼

• Create A Customer/Member

Screens      ▲ ▼

To access, select the New Customer (#68) POS Key in Touch. Used to add a Customer/Member in Touch.

Sections      ▲ ▼

• Details
• Address
• ID / PIN
• General
• Lists
  
• Keyboard

Details Section      ▲ ▼

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 Section      ▲ ▼

• Address - Enter the Customer/Member's address details.

ID / PIN Section      ▲ ▼

• 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.

General Section      ▲ ▼

• 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.

Lists Section      ▲ ▼

• Mail/eMail/SMS lists - Select/Unselect to include/exclude the Customer/Member in available contact lists.

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