Touch > Clear Customer/Member (#117) POS Key
Description
Used to remove the current Customer/Member from a sale at the SwiftPOS Touch terminal.
To Be Considered
- Note : Accounts, Customers, Members and Loyalty Customers are often referred to in the documentation when discussing topics relating to Customers/Patrons of a site.
- If required, restricting access to this POS Key can be managed by Clerk Security.
Pre-Requisites
- Ensure the Function Clear Customer/Member POS Key is added to the appropriate Layout using the Keyboard Designer.
Operation
- At the SwiftPOS Touch terminal, add a Customer/Member to a sale.
- Add items to the sale.
- Select the Clear Customer/Member POS Key.
- The New Customer screen is displayed.
- Enter the details and select Done.
New Customer POS Key Settings
This screen is accessed from here. For information on how to access the POS Key's settings screen, click here.
- Available Interfaces - Select from the drop down list the required Interface. Note : If no interface is selected, the default used will be the interface which is set as Default in NetPOS.Net.
- Set/Change Selected Interface - Select to select the interface selected above and set the Type and Instance.
- Selected Interface Type - Displays the Type selected.
- Selected Interface Instance - Displays the Instance selected.
- Primary Classification - Select from the drop down list the Classification to be used as the default Primary Classification.
- Linked Classifications - Select to open the Linked Classifications screen and select the default Linked Classifications.
- Linked Interest Groups - Select to open the Interest Groups screen and select the default Interest Groups.
- Default Credit Limit - Displays/Enter the default Credit Limit
- Get Default Credit Limit from Global Preferences - Select to set the default Credit Limit to the default set in the Global Preferences.
- Automatically Get Next ID - Select to ensure the next available CUstomer/Member ID is retrieved automatically.
- Auto Start Sale - If you are scanning a Members Card into the sale, then it is likely that you also want to start a sale to the Member.
- Initiate Member Receipt after validation - Select to enable
- Show Alternate ID - Select to ensure the Customer/Member's Alternate ID is displayed.
Related Topics
- Accounts
- POS Configuration Index - Account/Customer/Member Configuration
- POS Operation
- POS Operation Index - Account/Customer/Member Features
- Customer/Members
- Touch Toolbar and Tools
- Terminal Settings