4 | "Account Details" Sub-Function

This article outlines the "Account Details" Sub-Function, how it is configured in BackOffice, and how it can be used in SmartPOS. The "Account Details" Sub-Function allows Operators to view and edit Account Information directly from SmartPOS.

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

The "Account Details" Sub-Function allows Operators to view and edit Account Information directly from SmartPOS.

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 Details'

Function-Specific Configurations 

• There are no function-specific configuration options to be set with this Till Function

SmartPOS Example

• In order for Account Details to be viewed, the Account will first need to be attached to an Active Transaction
• Once an Account is attached, the details can then be viewed by selecting the "Account Details" Sub-Function 
• In addition, Account Details can also be edited and modified if needed