Fuel Drive-Off/IOU

 

Touch > The following Fuel Drive-Off/IOU related POS Keys are available:

 

 

To Be Considered

 

  1. If required, restricting access to these POS Keys can be managed by Clerk Security.

 

Pre-Requisites

 

  1. Note : The Fuel Module must be selected as part of the SwiftPOS Registration.
  2. Ensure the above Function POS Keys are added to the appropriate Layout using the Keyboard Designer.

 

Setup

 

  1. Create Account Classifications


    1. Create new Classifications for Drive Offs and IOUs, to ensure the Accounts created in the next step are kept independent from other Accounts.
    2. Ensure that these new Classifications do not have Member prices set against them.


  1. Create Drive Off and IOU Accounts

 

  1. In SwiftPOS Back Office > Accounts > Account Records, create new Accounts for Drive Offs and IOUs, to ensure they are kept independent from other accounts.

 

  1. Ensure both Accounts have a suitable credit limit for the size of the operation.
  2. Assign the Classifications created above to the Accounts.
  3. The Account numbers are not important, but we do recommend that they are numbered in such a way that they are kept well clear of existing Account numbers.
     

 


  1. Assign Accounts to Locations


    1. In SwiftPOS Back Office > Administration > Location Records > Full Edit, set the Drive Off account and I.O.U account to the Accounts created above.
    2. Ensure this is done in each Location where SwiftPOS Touch terminals are located.

 

Operation

 

  1. Create IOU


    1. At the SwiftPOS Touch terminal, make a sale of Fuel. The sale is displayed in the sales grid.
    2. Select the Create IOU POS Key. The Customer Search screen will be displayed.
    3. Enter and select the IOU Account created in the setup above.
    4. The Account will be added to the sale.
    5. At this point, given there maybe a large number of customers waiting to be served, no further information is required. The IOU created can be edited later to ensure vehicle, driver, passenger. etc details are recorded.  Note : It can take up to a minute before the Drive Off transaction is created in the SwiftPOS Back Office before it can be edited.
    6. Select the Account Charge POS Key to finalise the transaction.


  1. Edit IOU

 

  1. At the SwiftPOS Touch terminal, select Edit IOU POS Key. The IOU search screen below will be displayed.
     


  1. Select the IOU transaction for which the details need to be recorded. This will open the Edit IOU screen below.
     


  1. Enter any General details and select the Vehicle tab to enter Vehicle details.
     


  1. Enter any Vehicle details and select the Driver tab to enter Driver details.
     


  1. Enter any Driver details and select the Passenger tab to enter Passenger details.
     


  1. At any time you can print out a record of the IOU.
     


  1. Also IOU Audit and IOU Summary reports are available In the SwiftPOS Back Office.
     

 


  1. Pay IOU

 

  1. At the SwiftPOS Touch terminal, select the Pay IOU POS Key. The IOU search screen above will be displayed.
  2. Select the IOU transaction to be paid. This will open the Review IOU screen (Same as the Edit IOU screens above).
  3. Select Done once confirmed that the correct IOU has been selected. Otherwise select Esc to start again.
  4. The Customer search screen will be displayed.
  5. Enter and select the IOU account created in the setup above.
  6. The Account will be added to the sale.
  7. The IOU transaction will appear in the sales grid.
     


  1. Finalise the IOU.

 

  1. Create Drive Off


    1. At the SwiftPOS Touch terminal, make a sale of Fuel. The sale is displayed in the sales grid.
    2. Select the Create Drive Off POS Key. The Customer Search screen will be displayed.
    3. Enter and select the Drive Off account created in the setup above.
    4. The Account will be added to the sale.
    5. At this point, given there maybe a large number of customers waiting to be served, no further information is required. The Drive Off created can be edited later to ensure vehicle, driver, passenger. etc details are recorded.  Note : It can take up to a minute before the Drive Off transaction is created in the SwiftPOS Back Office before it can be edited.
    6. Select the Account Charge POS Key to finalise the transaction.


  1. Edit Drive Off

 

  1. At the SwiftPOS Touch terminal, select Edit Drive Off POS Key. The Drive Off search screen below will be displayed.
     


  1. Select the Drive Off transaction for which the details need to be recorded. This will open the Edit Drive Off screen below.
     


  1. Enter any General details and select the Vehicle tab to enter Vehicle details.
     


  1. Enter any Vehicle details and select the Driver tab to enter Driver details.
     


  1. Enter any Driver details and select the Passenger tab to enter Passenger details.
     


  1. At any time you can print out a record of the Drive Off for a written record for the Police.
     


  1. Also a Drive Off Audit report is available from the SwiftPOS Back Office.
     



  1. Pay Drive Off


    1. At the SwiftPOS Touch terminal, select the Pay Drive Off POS Key. The Drive Off search screen above will be displayed.
    2. Select the Drive Off transaction to be paid. This will open the Review Drive Off screen (Same as the Edit Drive Off screens above).
    3. Select Done once confirmed that the correct Drive Off has been selected. Otherwise select Esc to start again.
    4. The Customer search screen will be displayed. Enter and select the Drive Off account created in the setup above.
    5. The Account will be added to the sale.
    6. The Drive Off transaction will appear in the sales grid.
    7. Finalise the Drive Off.

 

Related Topics

 

  1. Fuel
  2. POS Configurations

 

Published 13 Nov 2024