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📄"Account Create" Sub-Function Usage

This article outlines the "Account Create" Sub-Function, and how it can be used in SmartPOS.

Overview

The "Account Create" Sub-Function allows Operators to create and edit a new Account within SmartPOS. 

Pre-defined configurations for this Sub-Function can also provide the defaults for the Account including the Account Group and other Settings.

 

Prerequisites 

  • To access and use this Till Function within SmartPOS, the following Operator Privileges will need to be enabled:
    • Operator Maintenance 'Till Privileges' Tab
      • General: "Operate Tills" Flag 
      • Accounts & Discounts: " Account Till Functions" Flag

SmartPOS Example

  • When the "Account Create" Sub-Function is selected, the Operator will first need to enter an Account Number 
  • The Operator can then edit the newly created Account and save once completed 
  • Depending on the Function-Specific Configurations, details such as the Account Group can be pre-set when the new Account is created