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1 | "Account Select" Sub-Function

This article outlines the "Account Select" Sub-Function, how it is configured in BackOffice, and how it can be used in SmartPOS. The "Account Select" Sub-Function is designed for searching and selecting an Account, and then attaching it to the Open Table.

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

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

Prerequisites 

  • To access Till Function Settings, the applicable Operator Privileges will need to be enabled
    • Operator Maintenance 'General' Tab
      • System Setup: "Maintain Till Function Maps" Flag
  • 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"

Initial Setup 

  • Click on the desired Button space and then configure the Button Settings:
    • In the Button Text field enter the text that will display on the Till Function Button on SmartPOS Workstation screens
    • Set the Function drop-down to 'Tables & Accounts'
    • Set the Sub-Function to 'Account Select'


Function-Specific Configurations 

  • The Item field is the Account GroupID which will only display Accounts belonging to that Group 
    • For more information about Account Groups please visit the Account Maintenance "Main Setups" Tab Article 
  • Enter a corresponding number into the SubItem field where:
    • "1" is the Account Prefix that was entered in the Key Field 
    • "2" will select and open the Account with the associated number entered in the Key Field 
      • Accounts cannot be searched if this configuration is selected 
    • "4" will assign the Key Field Number to also become the Mobile Number when an Account is created 

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