Customer/Member Settings

 

Touch > Tools > Basic Tools > Terminal Settings > Customers

 

Description

 

This menu item allows users to configure a host of Customer/Member related settings. Such settings include how Customer/Members are validated and what Customer/Member details are displayed in the sales grid at the SwiftPOS Touch terminal.

 

To Be Considered

 

  1. A visual indicator, in the form of a yellow V, can be configured to display when a Customer/Member, who has Vouchers available, is added to the Sales Grid. Below is an example:
     

 

To configure  this ensure the following:
 

  1. Ensure the Show Vouchers option is selected.
  2. Ensure the Popup vouchers when customer is added to sale option is NOT selected.

 

Customers - Validation

 

 

This screen is accessed from here.

 

The settings on this tab activate the validation of Customer/Members using the NetPOS.Net interface.

 

Note : DO NOT leave the default setting of 'localhost' or 127.0.0.1 unless NetPOS.Net is running on the same server (PC) as the SwiftPOS Touch terminal. If so, then a search for NetPOS.Net will be carried out each time a sale is finalised.

 

  1. NetPOS.Net Host/IP - The following options are recommended:

    • Leave blank if NO validation of Customer/Members is required.
    • Enter the host name or IP address (eg. 192.168.0.1) of the server (PC) on which NetPOS.Net is installed.
    • Enter localhost or 127.0.0.1 if you are running NetPOS.Net on the same server (PC) as the SwiftPOS Touch terminal.


  1. Port Number - Select to set the Port Number. The default Port Number used by NetPOS.Net to establish a connection is 10101. This can be changed to any other port number to meet the site specific requirements. Please note the port number specified here will need to be allowed by the site's firewalls.
  2. TimeOut (sec) - Select to set the timeout in seconds. Default is 6 seconds.
     

Note : The Timeout setting can have adverse repercussions when NOT set appropriately. For example, a Transaction may fail to post. The Timeout set here MUST always be greater than the NetPOS Timeout setting. If Gaming is being used at a site, then it is strongly recommended that Timeout setting set here, is greater that that set for both NetPOS and Gaming. For example:
 

  • If the Gaming Timeout setting is set to 4 seconds.
  • Set the NetPOS Timeout setting to 5 seconds.
  • Set this setting to 6 seconds.


When a large site is getting Timeout issues (see the NetPOS.Net logs), then the suggested Timeout settings might need to be changed. For example, to 30 secs for Gaming, 32 secs for NetPOS and 34 secs for the setting here. This means there maybe a considerable delay (+/- 30 secs) to get a response at the Touch.

 

  1. Refresh Interface List - Select to refresh the list of currently connected interfaces.

 

Grid

 

  • ID - Displays the ID of the Interface.
  • Name - Displays the name of the Interface.
  • Access Code - Generally not required to be set. Only applicable for multi-Business/Venues requiring multiple Customer/Member databases.
  • Is Default - Set to True to ensure validation of Customer/Members will be done using the selected interface.
  • Sale Interface - Select to set to True to ensure cash sales are tagged with an Interface. This is to support sending sales data to Interfaces that require it.
  • Un-Financial Members Remain at Default Price Level - Check this to ensure Customer/Members returned to the SwiftPOS Touch terminal as Un-Financial Customer/Members receive the default Price Level.
  • Vouchers not in use - Select to ensure that Voucher / Barrel Promotion related functions are disabled at the SwiftPOS Touch terminal. This feature was originally designed to increase performance on old hardware.

 

When Customer/Members validation is activated, then :

Customer/Members that are considered Financial will be displayed against a green background in the sales grid at the SwiftPOS Touch terminal.
 


 

Customer/Members that are considered Un-Financial will be displayed against a grey background in the sales grid at the SwiftPOS Touch terminal.
 

 

Offline Members (Offline Accounts are not supported)

 

 

This screen is accessed from here.

 

The settings on this tab maybe relevant when the SwiftPOS Touch terminal is offline (due to technical issues) and when there is a requirement to provide Customer/Members restricted functions, such as earn points.

 

  • Offline Members - Selected will ensure that Customer/Members earn points according to the Classification selected. However, account charge and point redemption and other Member functions will not be available while the SwiftPOS Touch terminal is offline (regardless of whether this option is selected or not). If the host is offline, the only option is to hold the sales transaction and post it once the accounts come back online or save the transaction to a TAB that can be posted to the account when the host comes back online. When selected the following options are enabled:

    • Display Name - Select the keyboard icon to enter the name that will be displayed in the sales grid when a Customer/Member's card is swiped and when the SwiftPOS Touch terminal is offline.
    • Classification - Select from the drop down list the Member Classification that is to be defaulted to when the SwiftPOS Touch terminal is offline. The Classification selected will determine the Price Level used to charge the offline Customer/Member only.
    • Keep local copy of Members - Select to ensure a local (SwiftPOS Touch terminal) copy of the Member details are kept, in order to support the processing of Member's when NetPOS is offline. Note : The data stored locally is depersonalised. That is, it has had address, phone, email and other person identifying information removed.
       
      • Enforce Local Member Balance - Select to ensure that when processing an account charge and NetPOS is offline, the Member's Account Balance will be retrieved from the locally kept Member's details and used to determine if there are sufficient funds available. Upon completion, the locally kept Member's Account Balance will be updated. Note : This only applies to the Account Charge (#90) Finaliser POS Key. The Offline Account Charge POS Key (#195) will process all charges regardless of the available funds a Member has. The Charge / Redemption (#151) POS Key will validate and prevent the charge from proceeding when insufficient funds are available.

 

    • Retry posting Offline Charges in exponents of X secs - Displays/Set the X value in seconds. The value set here will be, in the first instance, the time that will need to lapse before retrying to post an offline Room Charge again, after the previous attempt failed. After that, it will then be in exponents of the X value set until the maximum number of retries has been reached. For example, The first attempt will be made after 6 seconds, the 2nd after 36 (6x6) seconds, the 3rd after 216 (6x6x6) seconds and so on until the maximum number of retries has been reached.
    • For a Maximum of X attempts - Displays/Set the X value as the maximum number of attempts. Note : The higher the X value the more spread out the re-attempts will be. Also, the number of attempts can be reset to zero. This can be done here.

 

Status Info

 

 

This screen is accessed from here.

 

Select the options to determine what Customer/Member information the staff will see when they select the Account Status POS Key at the SwiftPOS Touch terminal. Select/Deselect the options available as required.

 

  • Show/Hide - Select/Deselect the options available as required. to configure which Customer/Member details are displayed on the Account Status screen when the Account Status POS Key is selected. To configure which Customer/Member details are displayed in the sales grid, click here, or printed on Receipts, then click here. Note : How the Customer/Member's name is displayed on the screen can be configured here for each Location Group (Venue).

 

  • Show Vouchers - Select to ensure the View Voucher button will be visible when Account Status POS Key is selected. Also, on the Customer facing display the Members/Customers available Vouchers will also be visible.  This will also show a  V  at the top of the sales grid if a member has valid Vouchers.  If a Vouchers are then added to the sale, the number will appear in brackets  V (1)  .
     
  • Company # Description - Displays/Enter the Company # Description/Label that will be used to describe the Company # when displayed in the sales grid.

 

Add/Edit Member

 

 

This screen is accessed from here.

 

  • Select the options to determine what fields will appear on the Customer Details/New Customer screens when adding/editing a Customer/Member at the SwiftPOS Touch terminal.
     
  • New Phone Order
     
    • Select from the options available, the fields that will appear on the Order Customer screen (below) when taking a new Phone Order from a Customer that is a Non-Member. Note : If no options are selected, then by default the First Name and Mobile No field will be displayed.
       

 

    • Primary Classification - Select from the drop down list of available Classifications the default Classification to be assigned to non-Member Customers created when taking a Phone Order.

 

    • For further information regarding Phone Order operation, click here.

 

Sales Grid

 

 

This screen is accessed from here. Select the options to determine what is displayed to the Clerk/Staff on the sales grid at the SwiftPOS Touch terminal when a Customer/Member is entered/swiped.

 

  • Set Booking Name to Customer Name on validation - Select to ensure that when a Member is added to a sale, their name will be used as the Booking Name. Note : If selected, their name will also appear on the KVS along with their order.

 

Customer Facing Display

 

 

This screen is accessed from here.

 

  • Check the options to determine what is displayed on the Customer facing display when a Customer/Member's card is entered/swiped. The format of how the Customer/Member's name is displayed is set here for each Location Group (Venue) or select Only Show First Name.

 

Search

 

 

This screen is accessed from here.

 

  • Check the options to determine what is displayed on the Customer Search screen when Customer POS Key is selected. The format of how the Customer/Member's name is displayed is set here for each Location Group (Venue).

 

  • Show First Address Line on Customer Search Screen - Select to ensure the Customer/Member's First Address Line is displayed when pressing the Customer Search POS Key.
  • Show Primary Classification on Customer Search Screen - Select to ensure the Customer/Member's Classification is displayed when pressing the Customer Search POS Key.
  • Show Date of Birth on Customer Search Screen - Select to ensure the Customer/Member's Date of Birth is displayed when pressing the Customer Search POS Key.
  • Show Email Address on Custmer Search Screen - Select to ensure the Customer/Member's Email Address is displayed when pressing the Customer Search POS Key.
  • Disable New Customer Button from Customer Search Screen - This setting turns on or off the ability to add new customers from the Customer Search screen.

 

Miscellaneous

 

 

This screen is accessed from here.

 

  • Maximum Redemption Limits $ - Enter an amount here if you wish to limit the amount of points that customers are allowed to redeem in a single sale.
  • Disable awarding Points on Redemption transactions - Select to enable/disable the awarding of Points to Members when an order/sale is being finalised and Points Redemption (Media type 529 - Points Redemption) is being used to either fully or partially finalise the order/sale. Note : When this option is selected it will override any setting configured for the Media type 529 - Redemption in the Media Award Points screen.
  • Always pop up Customer Status Window when Member added to the sale - Select this to ensure the Customer/Member's status information is displayed (as per below) whenever a Customer/Member swipes their card.
     

 

  • Print Transactions - Select to open Calendar popups to select a From/To Date and Time range of the Transactions required to be printed. A sample of the printed Transactions can be seen here.


  • Popup vouchers when customer is added to sale - Select to ensure the Member Vouchers screen (as seen below) pops up displaying all the outstanding Vouchers for the Customer/Member when they are added to the sale.
     

 

Now displays for each Voucher, it's used/uses count and the current balance of the Voucher.


  • Popup Transaction History at Location when customer is added to sale - Select to ensure that the Last Member Sales in Location screen is displayed to provide the ability for previous sales to be added to the sales grid by selecting the Add Selected to Sale button.
  • Popup Member Internal Notes when customer is added to sale - Select to ensure any Internal Notes recorded against the selected Customer/Member are displayed.
  • Only allow sales with a Member added - Select to ensure that a Customer/Member must always be added to sale prior to any item being sold.
  • Exclude Stored Value Cards with no balance - Select to ensure Stored Value Vouchers with a balance of zero are not displayed.
  • Print Voucher when a Mapping String is entered - Select to ensure that the Voucher is printed even though a Mapping String has been entered. Note : In general, it is NOT recommended to have this option selected.
  • Check For Birthday Validity - Select to choose from the drop down list one of the following checks regarding a Customer/Member's birthday:


    • Day of Birthday
    • Week of Birthday
    • Month of Birthday

 

  • Barrel Promotions - Select from the drop down list one of the following:
     
    • Just Earn - Select to ensure that Barrel Draw Tickets will only be displayed as earned and not printed.
    • Print - Select to ensure Barrel Draw Tickets will always be printed for a Barrel Draw Promotion. Note : Barrel Draw Printer will need to be configured here.
    • Prompt for Print - Select to ensure a prompt will be displayed confirming the printing of Barrel Draw Tickets Tickets for a Barrel Draw Promotion.

 

Related Topics

 

  1. Accounts
  2. Customer/Members
  3. Global Preferences - Member Settings
  4. Loyalty Information
  5. POS Configuration Index - Account/Customer/Member Configuration
  6. POS Operation
  7. POS Operation Index - Account/Customer/Member Features
  8. Touch Toolbar and Tools
  9. Terminal Settings

 

Published 28 Mar 2024