📄Account Maintenance "Main Setups" Tab

Skip to content

Raise a Ticket

Overview

The settings and fields that are covered in this article can be set when Creating a New Account or can be Edited for an Existing Account.

Prerequisites

To access Account Maintenance features, the applicable Operator Privileges will need to be enabled
- All "Accounts & Memberships" Flags

Operator Maintenance 'Maintenance' Tab

Account Settings Tabs

Account Settings are divided into four (4) Tabs - Main Setups, Details & Address, Custom Info, and Membership
This lesson will focus on the "Main Setups" Tab

"Main Setups" Tab Details

Individual Account Settings

The highlighted section can be referred to as Individual account settings which allow setting unique details for individual accounts

Flag/ Setting/Field	Description
Credit Limit	This is the amount that the Account is allowed to charge in debit This is only valid when the Cash Only flag in Group Settings is disabled
Stop Limit	If this flag is enabled, the Credit Limit amount is overridden and the Account will essentially have Zero Credit with no ability to charge to the Account This will not affect the use of Bonus Points, Discounts, etc.
Discount Limit	Setting a Discount Limit will put a maximum on the amount of automatic discount given that adds to the Discount Total asset for the account The automatic discount includes any Discount or pricing policy set for this account and any Product Promotion that adds to the same discount total The amount of discount already can be seen in the Current Discounts field
Expiry Date	This sets a Date & Time for this Account to expire
Do Not Email Flag	Enabling this flag will stop the Account from receiving bulk emails
Do Not SMS Flag	Enabling this flag will stop the Operator from receiving bulk SMS messages
Do Not Post Flag	This flag is not utilized by the system but can be used for Operator's reference
Do Not Phone Flag	This flag is not utilized by the system but can be used for Operator's reference
Order Num Reqd. Flag	When purchasing at a SmartPOS Workstation, an order number must be entered to purchase
Use Group Settings Flag	Group Settings are designed for Accounts to adopt the settings of the Group it is in This enables simple, efficient, uniform settings in relation to their points and pricing settings When this flag is enabled, Operator cannot change anything within the Group Settings Section

Group Settings

History

The fields in the History section are not editable; they merely display the History of the Account from the date it was Created until the Current date & time

Flag/ Setting/ Field	Description & Information
Account Type	There are sixteen (16) different Account Types which may be edited in Global Settings These are user-defined fields which may then be used for reporting and filtering purposes These are parallel to the Account Groups and provide additional analysis and classification of Accounts and Members
"Cash" Only	If this flag is enabled, the Account will not be authorized to make any Charges When enabled, every transaction on this Account must be finalized with a Cash Payment
Charge Only	If this flag is enabled, the Account is only authorized to pay for transactions by charging to the Account There must be available Credit on the Account
Earn Points	If this flag is enabled, the Account will accumulate points for Loyalty Programs The percentage dictates the percentage of the Points to be awarded according to the Points Profile which has been assigned to the account holder This can be 100% of the active points profile, greater than 100%, or less than 100%
Redeem Points	If this flag is enabled the Account holder can redeem points for products or cash depending on the system setup If Earn Points is enabled, but Redeem Points is disabled, points can still accrue to the Account
Redeem Profile	This option enables you to set different Redeem Profiles for the Account per Store Click on 'Add Store Redeem Profile' and select any Store to add one of the Points Profile to that Store This will override any Redeem Profile that has been set for each Workstation within the Store Click on 'Add Store Redeem Profile' and select Default Profile for Account to add one of the Points Profile This will be the default for the selected Points Profile
Always Print receipt	If this flag is enabled, a receipt will always be printed upon completion of a transaction The receipt will be printed from the Workstation's assigned Account Printer
Use CALink for Points	If this flag is enabled, accounts will use the Points Bank from the other System
Tax Type	This can be used to override the Tax Type This can be used if an Account always gets charged one item Tax Type regardless of what the product is This would be set to Override to GSTFree for overseas Accounts to make them GST Free for export
Auto Email Receipts	If this flag is enabled, an email will automatically be sent to the Account's Email Address on file upon completion of a transaction
Allowed Operators	This specifies which Operator Group, or All Operators, can sell to and access the Account
Allowed Venues	This specifies at which Venue, or All Venues, where the Account can be used in a Multi-Venue environment

Account Payment

This allows for adding a Payment to the Account which will be applied to the Account Balance
With this option, Payments can be made through BackOffice without the use of a SmartPOS Workstation