Use the following procedure to set up your system for Customer Quick Add, so you can quickly add customer accounts or jobs from the POS Header screen. This method of adding accounts saves you time because:
You do not have to display the Customer Maintenance window to add an account.
The Customer Add dialog box contains only key fields, so you only have a small amount of information to enter.
Once you've added the account, you can directly proceed with ringing up the items the customer wants to purchase.
In the Options Configuration window, set the option Allow Quick Add of Customers/Jobs in POS to Yes.
If you want to be able to designate Authorized Name and E-mail when you add a new account in POS, set option 3509 “Allow access to customer contact fields in Customer Maintenance” to Yes. The authorized name and its corresponding email address are automatically added as a contact to the Names tab of Customer Maintenance.
(Local Loyalty users must follow this step) If you want the system to automatically assign an account number to the accounts you add at POS, you must do the following:
Add a "skeleton" customer in the Customer Maintenance window which has all the fields/flags set to how you want them for customers you add in POS. Make sure the account number of this skeleton customer has a wide open range of available numbers higher than itself because it will function as the starting number when the system searches for the next available account number.
At each POS station at which you will be adding customers, do the following in Customer Maintenance/Tools/Options:
enter the "skeleton" customer number into the "Default Customer for add mode" field
click the checkbox next to "Auto Add to Next Customer."
(optional) enter an increment in the 'Increment # Use for Auto Add." field.
For the POS procedure for adding a customer account, see the topic "Adding Customer Accounts from POS"