Skip to content
  • There are no suggestions because the search field is empty.

📄"Account Select" Sub-Function Usage

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

Overview

The "Account Select" Sub-Function is designed for searching and selecting an Account, and then attaching it to the Open Table.

 

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
      • Tables: "Table Sales" Flag
      • Tables: "Create New Tables" Flag
      • Accounts & Discounts: "Account Till Functions"

 


SmartPOS Example

  • After selecting the "Account Select" Sub-Function, an Account can then be attached to the currently open Table 
  • Depending on the Function Specific Configurations, Accounts can be searched and selected through: 
    • Group Names 
    • Account Numbers 
    • Account Field Information 

  • Below is an example of a SubItem "4" configuration 
  • After selecting the "Account Select" Sub-Function, the Operator will be Prompted to enter a Mobile Number for the newly created Account 
  • By default, the Key Field number will be pre-set but can be changed if needed 
  • After this, an Account will be created with an Account and Mobile Number being the same