SmartPOS Account Functions
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      1. INTERNAL - Bepoz Help Guides
      2. End-User | Pricing, Marketing, Promotions & Accounts
      3. SmartPOS Account Functions

      2 | "Account Details" Till Function

      This article covers the "Accounts Details" Till Function in SmartPOS which allows a n Operator to access detailed information for the selected Account.

      This article covers the "Accounts Details" Till Function in SmartPOS which allows a n Operator to access detailed information for the selected Account.

      Prerequisites 

      • To access SmartPOS Account features, the applicable Operator Privileges will need to be enabled 
        • Operator Maintenance 'Till Privileges' Tab
          • General: "Operate Tills" Flag 
          • Accounts & Discounts: "Account Till Functions" Flag

      Getting Started

      • Selecting the Account Details function button while an Account is active will open a window displaying Account Details and providing for additional Functions to be performed from this window
      • This feature can be used as a powerful customer relations tool as the Operator can see the Account's Last Sale, and ability to edit the Account details if the Edit Account privilege has been enabled for the Operator

        

      Display Last Sale

      • The Display Last Sale function allows the Operator to view past Transactions for the selected Account and then Resell that Transaction if desired
      • After tapping on the Display Last Sale function button, a small window will appear inlaid in the bottom right of the Account Details window displaying the most recent Transaction for the Account
      • The Operator can tap on the Display Last Sale function button again to show the next most recent Transaction and can continue this to view all of the Account's past Transactions
      • To Resell the selected past Transaction, select the Resell This Sale function button
      • The Product/s from that Transaction will now be added to the Transaction Window; additional Products can be added and/or the Transaction can be Tendered and Finalized



      Account Photo

      • On the bottom left of the Account Details window, an Account Photo will display if one has been configured for the Account
      • Tapping in this area, whether a current Photo is displayed or not, a window will open allowing the Operator to Capture a New Photo, Clear the Photo, or Preview the Photo
        • Tapping the Capture New Photo button will allow the Operator to capture a Photo for the Account if the SmartPOS Workstation is configured with a compatible camera
        • Tapping the Clear Photo button will delete the current Photo after a warning prompt
        • The Preview button will display a larger copy of the current Account Photo