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10 | Attaching & Detaching Accounts/Members to Transactions in SmartPOS

This article covers the process of attaching and detaching Account Holders to specific Tables or non-Table Transactions, and also briefs the Backoffice prerequisite to access this function. Bepoz allows Operators to attach and detach Account to a Table. This can allow the Account (Member) to Earn and Redeem Points, receive Member Pricing, and Charge a Table Balance to their Account.

This article covers the process of attaching and detaching Account Holders to specific Tables or non-Table Transactions, and also briefs the Backoffice prerequisite to access this function.

Bepoz allows Operators to attach and detach Account to a Table. This can allow the Account (Member) to Earn and Redeem Points, receive Member Pricing, and Charge a Table Balance to their Account.

Prerequisites

  • To access Accounts & Members Features, the applicable Operator Privileges   will need to be enabled 
    • Operator Maintenance 'Till Privileges' Tab
      • General: "Operate Tills" Flag
      • Tables: "Table Sales" Flag
  • An Account function will only be visible if the 'Hide Account function' within BackOffice has been disabled
  • This function flag can be found within the Flags tab of Venue Maintenance


Attaching an Account

  • Once the prerequisite has been met, Accounts can be added to a Table at any time by tapping the Account function button
  • NB: In the example below, the Till Scheme has been set to "Flat"; however, if an alternate Till Scheme is being used the Account button will look different


  • This will open a Select Account window allowing the Operator to navigate through the Account List to locate the desired Account
  • Alternatively, the Operator can use the Enter Number function to search for the Account using the Account's Number or the Search Account function using a selected Field to locate the desired Account


  • The 'Enter Number' button, once pressed, will display a dialog box to enter the Account Number which can be added to search the account


  • Whereas, the 'Search Account' button will open a list of field from which operator can choose to select the account

 

  • After an Account has been selected, the Account Information will display above the Transaction Window


Detaching an Account

  • If the Operator has made a mistake attaching an Account or needs to detach an attached Account for any reason, this can be completed using the Detach Account Till Function button
  • A prompt will appear for the Operator to confirm that they would like to detach the Account from the selected Table