Account Charge

 

Touch > Account Charge (#90) POS Key

 

Description

 

Only used in conjunction with Offline Members and specifically the Enforce Local Member Balance option and is used to charge the partial/full sale amount to a Customer/Member's Account. All other account charges should use the Charge / Redemption POS Key.

 

To Be Considered

 

  1. Note : Accounts, Customers, Members and Loyalty Customers are often referred to in the documentation when discussing topics relating to Customers/Patrons of a site.
  2. If required, restricting access to this POS Key can be managed by Clerk Security.
  3. The amount charged to the Customer/Member's Account will only decrease the Account balance when the sales is processed in the SwiftPOS Back Office, that is, when the connection to the SwiftPOS Back Office is re-established. For real time updating of Account balances, see Charge / Redemption.
  4. Automatically allocate payments here when taking payments on Accounts.
  5. If you want to keep tables or Tabs open for more than one day, we would recommend that you use Accounts rather than Tabs or Tables. This way, all the sales are accounted for, and the stock on hand is updated in the SwiftPOS Back Office.  At any time you can print an account summary at the POS that looks very much like a TAB or Table bill with the outstanding amount owing.

 

Pre-Requisites

 

  1. Ensure the Finalise Account Charge POS Key is added to the appropriate Layout using the Keyboard Designer.

 

Operation

 

  1. How to charge the whole sale amount to a Customer/Member's Account


  1. At the SwiftPOS Touch terminal, add a Customer/Member to the sale.
  2. Sell some items.
  3. Select the Account Charge POS Key.
  4. The Customer/Member's Account balance will be decreased by the total amount of the sale.

 

  1. How to charge a portion of the sale amount to a Customer/Member's Account
  1. At the SwiftPOS Touch terminal, add a Customer/Member to the sale.
  2. Sell some items.
  3. Enter the amount to be charged to the Customer/Member's Account and select the Account Charge POS Key. Finalise the remaining amount owing with one of the other Finalise POS Keys. Note : If the Purchase Order Required at Touch POS, Odometer Required at Touch POS and/or the Rego Required at Touch POS option is selected for the Customer/Member's Account in the SwiftPOS Back Office, then a prompt will be displayed requesting the entry of the required details.
  4. The Customer/Member's Account balance will be decreased with the amount charged to their Account.

Related Topics

 

  1. Accounts
  2. Customer/Members
  3. POS - Account Payment / Top Up Operation
  4. POS - Account Print Operation
  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 13 Nov 2024