Adding/Changing Customer Accounts from POS

You can quickly add customer accounts or jobs from the POS Header screen by using the Customer Add dialog box. 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 new customer wants to purchase.

Setup

• Option 5432 "Allow quick add of customers/jobs in POS" must be set to Yes in Options Configuration to use this feature.
• (Optional) Set option 3509 "Allow access to customer contact fields in Customer Maintenance" to Yes
• Security bit 134 is required for clerks who will be able to add/change customers in POS.
• (Optional) If desired, you can also set up the following options to help make adding accounts quicker and more accurate.
• • Option 9139 "Copy customer name into auth to charge name in Customer QuickAdd."
  • Option 9137 "Build reverse sort name in Customer QuickAdd."
  • Option 9129 “Require specific fields when adding an account using Customer QuickAdd."

Adding a Customer Account from POS

1. From the POS Posting screen, with your cursor in the Customer field, click Menu (or press the - on the keypad), and click Add/Change Customer or Job. The Customer Add/Change window displays.  

2. If the system is set up to automatically assign an account number, the window displays with a "skeleton customer" already displayed. Simply change the fields if necessary.   

Note: You don't need to change the account number. The system assigns one automatically by adding the amount in the "Increment # Use For Auto Add" field to the skeleton customer. If the number is already used, the system will keep incrementing until it finds an available number.

3. If the system is not set up to automatically assign an account number, fill in the fields in the window, including the Customer field.

Note: The definitions for the fields in the Customer Add window can be found in Customer Maintenance Field Help. If you set up option 9129 to designate required fields, you will be required to fill out those fields.

4. (Optional) If you set option 3509 "Allow access to customer contact fields in Customer Maintenance" to Yes, then you can click the Email hyperlink to add/change/delete customer contacts. 

5. Click Add. The new account is added, and your screen is ready for you to proceed with ringing up items for the new account.

If you want to make changes to any fields that are not included in the Customer Add window, use the Customer Maintenance window.

Changing Accounts from POS

If you want to change accounts in POS, then In addition to the Options and Security you set up above, you must also set option 9107 "Allow change of customers/jobs in POS" to Yes, and security bit 135 “Change customers” set to Yes for the appropriate clerks. Note: security bit 707 “Allow adding/changing main accounts in POS Customer Quick Add” can be used to control if the clerk can change both customers and jobs, or only jobs.

1. Display the POS Header screen.

2. Press Menu, and select Add Customer or Job. The Customer Add window displays.

3. Display the account you want to change (if you already displayed the account in POS, it will be automatically carried into the Customer Add window), and make the desired changes.

4. Press Change.