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