5 | "Account Search" Sub-Function

This article outlines the "Account Search" Sub-Function, how it is configured in BackOffice, and how it can be used in SmartPOS. The "Account Search" Sub-Function can be used to search all Accounts within the System and then attach the Account to an active Transaction.

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

The "Account Search" Sub-Function can be used to search all Accounts within the System and then attach the Account to an active Transaction.

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
• Accounts & Discounts: "Account Til Functions" Flag 

Initial Setup

• Click on the desired Buton 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 Search'

Function-Specific Configurations 

• Enter a corresponding number into the Item field where
• The number will pre-set an Account field to be used in the search
  
• Examples include:
• "1" will select the First Name Field  
• "2" will select Last Name Field 
• "10" will select the City field 
• Enter a corresponding number into the SubItem field where
• "1" will only display results through an exact match 

SmartPOS Example

• Depending on the Function-Specific Configurations, after selecting the "Account Search" Sub-Function, the Operator will be able to search Accounts within the System 
• Once an Account is located, it can be selected and then attached to the active Table