(ID# 9107) This POS option in Options Configuration determines whether or not clerks can change a customer and/or jobs in POS by using the Customer Add window (Header Misc Menu choice “Add customer or job”).
Yes = allow clerks to use the Customer Add window to change accounts while in POS. The clerk must be able to access the ‘Add customer or job’ dialog in POS and this requires Option 5432 “Allow quick add of customers/jobs in POS” be set to Yes, and security bit 134 “Add customers” set to Yes for the clerk. To be able to display and change an account, they must also have security bit 135 “Change customers” set to Yes.
No = do not allow clerks to use the Customer Add window to change accounts. All customers must be changed in the Customer Maintenance window.
Note: security bit 707 “Allow adding/changing main accounts in POS Customer Quick Add” can be used to control if the clerk can change customers and jobs, or only jobs.