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POS Button Types - Customer Functions

This page describes the following POS Button Types in POS Invoices:
  • Change Address

  • Customer Search

  • Open Customer Record
Please refer here for an index of all POS Button Types.

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Change Address

Function
Allows a cashier to change the Invoice Address in a POS Invoice.

Requirements
Can only be used on tills and cash machines that have keyboards.

Workflow
  1. Click or touch the "Change Address“ button.

  2. The 'Change Address' window appears:

  3. Enter the new address details.

  4. Click or touch the [Proceed] button to add the new address to the POS Invoice, or the [Cancel] button to return to the POS Invoice without changing the address.

    If you need to change the address to one that is already in the Contact register, click or touch the [Search for Customers] button. Then proceed as described immediately below for the "Customer Search" button. Note that the [Search for Customers] button will only copy an address to a POS Invoice, it won't change the Customer in the POS Invoice. If you need to do this, use the "Customer Search" button.

Notes
You cannot change the address in a POS Invoice after clicking or touching the "Finish” button.

The address will not be visible on screen, but it will be printed on the receipt if you have included the relevant fields (for example, "Address") in your Form Template design.

Customer Search

Function
Allows the cashier to change the Customer in a POS Invoice.

Requirements
Can only be used on tills and cash machines that have keyboards.

Workflow
  1. Click or touch the "Customer Search" button.

  2. The 'Search for Customers' window appears:

  3. Enter part of the Customer's name or other piece of information (information that fits one of the radio button options e.g. telephone number or email address) in the Search for field.

    Entering more than one word as the search string will be treated as a "Find All Words" search, not "Find Exact Phrase".

  4. Press the Enter key twice, or click or touch the [Proceed] button.

  5. The 'Paste Customer' window will appear, listing the results of the search:

  6. Click or touch the Customer that you need. The Customer will be added to the POS Invoice, together with their Loyalty Card if they have one. If the Customer that you need isn't listed, click or touch the [Search Again] button or close the window using the [Cancel] button, the close box or the Esc key.

    If the Customer that you need isn't in the database, you can use the [New] button to create a new record, providing your till has a live connection to the server. Please refer to the description of the Fields for Creating New Customer setting for more details.

Notes
In a new POS Invoice, the Customer will be the Default Customer specified in the Local Machine setting or, if that field is empty, in the POS Settings setting.

Alternative methods of changing the Customer in a POS Invoice are by adding a Loyalty Card to the Invoice using the ”Loyalty Card” button and through the "Change Address" button.

If you need cashiers to be able to use the "Customer Search" button but you do not want them to be able to create new Customers, assign them to an Access Group in which you have denied access to the 'Creating New Customer from Touch Screen POS Invoice' Action.

Open Customer Record

Function
Opens the Contact record for the Customer in a POS Invoice

Workflow
  1. Click or touch the "Open Customer Record" button.

  2. The Contact record for the Customer in the POS Invoice opens.

  3. If your till has a keyboard, you will be able to make changes to the record.

  4. Close the Contact record using the close box.
Note
If a till has a live-sync connection to the server, any changes that a cashier makes to a Customer record on that till will not be sent to the server. If another user with a live connection to the ser