Account Classifications

 

Back Office > Accounts > Account Classifications

 

Description

 

This menu item is used to configure the different types of Accounts. This is similar to Member Classifications but with a few different features.

 

Account Classifications

 

 

This screen is accessed from here.

 

Header

 

  • Trading week starts on - Displays the start of trading week day. This setting is set here.

 

Grid

 

The grid displays the: # (Classification Number) and Description, as well as:

 

  • Reset Interval - Select from the drop down list a reset interval, that will determine when Accounts assigned to the selected Classifications will have their balances reset to zero:

 

Once a reset interval is selected, then all Accounts assigned to the selected Classification will have their balance reset to zero. This feature was originally designed for sites that use Accounts for internal purposes. Access to this feature (ie. the resetting of Account Balances) can be restricted via the Clerks Security Groups menu item. Sales transactions recorded against Accounts assigned to the selected Classification will remain, and SOH will be correctly adjusted for a Stocktake. 


This feature can also be used for things like Drinks Cards where each Account has a limit of say $5 and Customers can spend up to that amount. All the Drinks Cards can have their balances reset so the cards can be reused again for the next event.


Note : A Reset Interval must be selected to manually reset Account balances.


  • Day of Reset - Select from the drop down list the day required. The options available are No Reset, Daily Reset, Reset on 1st to 27th day and Last day of month. Note : A Day of Reset must be selected to manually reset Account balances.
  • Location Group - Location Groups - Select to open the Location Groups screen to select the Location Groups (Venues) to which access will be granted when Customers/Members, assigned to the selected Classification, transact at SwiftPOS Touch Terminals and/or Reception. The same Customers/Members will NOT be granted access at those Location Groups (Venues) that have not been selected. The default is all Location Groups (Venues). Account Classifications that have been assigned to individual Location Groups (Venues) will use the Location Group (Venue) Contact Info for Statements. See other Security related information here.
  • Price Level - Select to open the Classification Price Level screen to select a default Price Level for Customers in this Classification.
  • Last Reset Date - Displays/Set the last date a reset occurred. Any manual changes to this date are logged and can be reported on using the Database Activity and Database Audit reports.
  • Credit Limit Amount - Displays/Enter the maximum value of the Account Allowance that can be given within the the Reset Interval selected.
  • Post Reset Amount to Media - Select from the drop down list a Media to Post the Allowance amounts utilised by a Member.
  • Reset Credit Limit - Select to ensure the resetting Account Credit Limits are reset to the Credit Limit Amount set.

 

Note : Rows displayed in the grid can be sorted by toggle selecting the column headings.

 

Footer

 

  • Save - Select to save changes.
  • Undo - Select to undo changes made.
  • Reset Accounts - Select to manually trigger a reset of all Accounts assigned to the Classification currently selected in the grid. It is recommended that, from a data security perspective, the Classification needs to have a Reset Interval (see above) set to ensure Accounts are not accidentally reset. Set the Reset Interval . Do the manual reset. Then turn off the reset interval to mitigate the End of Day process resetting the Accounts.
  • Close - Select to exit.

 

Location Groups

 

 

This screen is used to assign Account Classifications to Location Groups (Venues).

 

Examples of Use

 

  1. Table Walk-outs
  2. Management Accounts
  3. Staff Meals
  4. Bar Promotions

 

If sales are not to be shown for non-stock items, then use the NS (Non-Sale) setting is selected for the Category.

 

Related Topics

 

  1. Accounts
  2. Customer/Members
  3. Global Preferences - Member Settings
  4. POS Configuration Index - Account/Customer/Member Configuration
  5. POS Operation Index - Account/Customer/Member Features

 

Published 28 Mar 2024