Customers

Customers

The Customers option from the File menu allows to add, modify or remove members from the Accounts Receivable database.

Button - Modify

This key allows to modify information on Accounts Receivable customer's record. Select the record to modify and click on the MODIFY key. The Accounts Receivable customer's record will display and you will be allowed to change any field.

Button - Add

This key allows to add a new customer record to the A/R database. When you click this button, a blank account record will display asking to enter the basic information for that customer.

Button - Delete

This key allows to delete a customer record from the Accounts Receivable database. Select the record to delete and click on the REMOVE key. A warning message will prompt you for a confirmation to delete that record. Click on OK to delete this record.

Code

Enter the Accounts Receivable customer code that will be used at the workstation when closing a check. This code can be alphanumeric.

Name

Enter the customer full name.

Address 1, 2, and 3

Enter the complete customer address in the three available lines.

Postal Code

Enter the zip code for the address.

Reference

If this Accounts Receivable is a company, you can enter a reference name.

Phone

Enter the phone number of the customer.

Inactive

Enable this option to make this account unavailable on the workstation and statements instead of deleting it.

% To Account

When you swipe an Account receivable card, enter the % of the check amount that will be applied to this account. The remaining amount must be close using another media type. Set this field to 0.00 to disable the function.

Auto discount

Select the discount you want to apply automatically to this customer.

NOTE: For the automatic discount to work only with A/R customer cards, disable this discount in P.O.S. Control / Employees / Configuration / Discount and enable the Discount on Card Only option in P.O.S. Control / Employees / Configuration / Invoice / Payment.

Revenue Center

Select the revenue center to switch to when this customer's account is used on a fast-food transaction, thus applying special member's only prices.

NOTE: You must also enable the Change Revenue Center option and set the Revenue Center Switch to Anytime in P.O.S. Control / Employees / Configuration / Order / Command. You can also enable the Discount on Card Only option in P.O.S. Control / Employees / Invoice / Payment to limit this special to card bearing members only.

Credit Limit

Enter the customer credit limit. This limit will be verified when you make a charge for that customer.

Amount Due,Total Amount,Available Credit

NOTE: You will not be able to edit the "Amount Due, Total Amount and Available Credit" fields. These fields are updated every time an A/R transaction is made for that record.

Frequent Diner

Member

If this customer is a member of your Frequent Diner database, select his record from the drop-down list.

NOTE: If Custom Cards are used for Frequent Diner cards and Account Receivables cards, the custom card definition has to be setup in the A/R media type # 49 only, and the Frequent Diner numbers have to include all digits of the cards, even if some leading characters are the same on all cards. The employee have to touch the Frequent Diner button and only then swipe the card.