AccuPOS Customer Tracking Guide
To Search for an Existing Customer
To Apply Existing Customer to a
Transaction
To Apply a Balance to a Customer’s
Account
CUSTOMER TRACKING:
This guide was written for Platinum Version 9 of
AccuPOS in Retail mode on the Point of
AccuPOS Point of Sale allows
the tracking of customer accounts which integrated with the chosen accounting
software. When tracking customers, the
sales information will transfer to the accounting software the way it was
processed at the Point Of
To Add a
New Customer: (top)
AccuPOS
Point of Sale allows cashiers to add new customer accounts directly into the
Point of Sale. To add a new customer
account, follow these steps:
1. Click on the Customer button twice (Figure 1-1). The Add/Edit
Customers window appears.
Figure 1-1
2. Click on the New button in the customer
lookup screen. (Figure 1-2)
Figure 1-2
3. Type in the information for the new
customer. If a keyboard isn’t attached
to the Point of
Figure 1-3
4. Click Save
to save the customer information. (Figure
1-4)
Figure 1-4
5. Once the Save
button is selected, you will return to the Point Of Sale and may continue the
transaction. The new customer
information will appear in the bottom middle of the Point of Sale. (Figure 1-5)
Figure 1-5
*Information entered while
adding new customers will post to the matching fields in the accounting
program. Other then the customer code, no other field is mandatory.
**New customers added at the
Point Of
To
Search for an Existing Customer: (top)
1. Click on the Customer button twice (Figure 2-1).
The Add/Edit Customer window
will appear.
Figure 2-1
2. Use the entry fields on top, to search by code or name. (Figure 2-2)
Figure 2-2
3. Highlight the customer and click on the Select button. (Figure 2-3)
Figure 2-3
4. The information listed in the Company Name field will
be displayed in the bottom middle of the screen. If no information is entered for the Company
Name, the customer’s first and last name will appear instead. If no information is listed in either field,
the customer code will appear instead. (Figure
2-4)
Figure 2-4
To
Apply Existing Customer to a Transaction: (top)
Customers can be applied at
any time to the transaction, as long as it is done before the transaction is
completed. The only time the customer
must be applied before items are added to the transaction is when the
particular customer affects the price level or the tax status of the items (non
taxable customers).
1. Enter the customer code in the Scan or Enter Item field. (Figure 3-1)
Figure 3-1
2. Click on the Customer button. (Figure
3-2)
Figure 3-2
3. If the Customer
was found, it will appear in the bottom middle of the screen (Figure 3-3). Otherwise, the Add/Edit Customer window will appear.
Figure 3-3
To Apply a
Balance to a Customer’s Account: (top)
AccuPOS
Point of Sale allows the tracking of customer balances on their accounts. To apply a balance to a customer’s account,
follow these steps:
1. Apply the customer
to the transaction (Figure 4-1). Note
that the customer must have a balance
limit in order to be able to apply items to the account. The balance limit can be added at any time,
whether when the customer was originally created or at a later date. (Figure 4-2)
Figure 4-1
Figure 4-2
2. Ring in the items for the transaction Notice that the customer information
is displayed at the bottom of the Point of Sale. (Figure 4-3)
Figure 4-3
3. Hit the Total
button. (Figure 4-4)
Figure 4-4
4. At the tendering type screen, hit the Customer Account tender type (Figure
4-5). This will then apply a balance on
that customer’s account. If the total
amount of the transaction exceeds the credit limit of the selected customer,
the Customer Account button cannot be selected and will be displayed with a
green text (Figure 4-6). After selecting
Customer Account button, you will be returned to the Point of Sale, ready for
another transaction.
Figure 4-5
Figure 4-6
5. The next time the customer is loaded, there will be a
balance on the account. (Figure 4-7)
Figure 4-7
*Applying balances to
customer accounts will not show in the accounting software until the current
till is reset.
**For more information on
setting up a Customer Account tendering type, please refer to the AccuPOS
Retail Management Guide.
To Receive
Payment on Account: (top)
Along
with applying balances to customer accounts, AccuPOS also allows receiving
payments at the Point of
1. Apply the customer to the transaction.
(Figure 5-1)
Figure 5-1
2. Click on the Sub Total button. (Figure
5-2)
Figure 5-2
3. Enter amount
to apply to customer account followed by the Payment On Account tender type.
(Figure 5-3)
Figure 5-3
4. At this point other items can be added to the
transaction. Notice that the payment on
account to be applied to the transaction is listed on the left side of the
screen. (Figure 5-4)
Figure 5-4
5. Click on the Total button. (Figure 5-5)
Figure 5-5
6. Select payment
method and complete the sale. (Figure
5-6)
Figure 5-6
7. The next time the customer is loaded, you
will see a decrease in the customer’s balance.
(Figure 5-7)
Figure 5-7
*There is no way to reverse
payment on account. Correction will have to be made in accounting.
**Payments on accounts will
not show in the accounting software until the current till is reset.
***For more information on
setting up a Payment on Account tendering type, please refer to the AccuPOS
Retail Management Guide.