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

      1 | Introduction to SmartPOS Accounts & Memberships

      This article covers introductory concepts of interacting with Accounts and Members in SmartPOS. After Accounts have been created, they can be selected from a SmartPOS Workstation for a number of reasons. Membership Accounts can be attached to a Transaction to Charge to the Account, receive Membership Discounts, Accrue and Redeem Points, Renew the Membership, etc. Corporate Accounts may be configured to have credit facilities, with a fixed credit limit.

      This article covers introductory concepts of interacting with Accounts and Members in SmartPOS. 

      After Accounts have been created, they can be selected from a SmartPOS Workstation for a number of reasons. Membership Accounts can be attached to a Transaction to Charge to the Account, receive Membership Discounts, Accrue and Redeem Points, Renew the Membership, etc.

      Corporate Accounts may be configured to have credit facilities, with a fixed credit limit.

      Internal accounts may be used to for employee meals or drinks, where the Products sold will be discounted or repriced to zero.

      After an Account has been selected at the Workstation, the Function Panel will display function buttons that are specific to Accounts.

      Prerequisites

      • To access SmartPOS Membership features, the applicable Operator Privileges will need to be enabled 
        • Operator Maintenance 'Till Privileges' Tab
          • All "General" Flags 
          • All "Accounts & Memberships" Flags


      How-To Guide

      • The most common method for accessing Accounts via SmartPOS Workstations is by swiping a magnetic card which has been attached to the account

      • Alternatively, an Account can be accessed using the Select Account function button from a SmartPOS Workstation


      • The Select Account button will only display if the Hide Account Button flag has been disabled
      • This flag can be found within Venue Maintenance in the Flags Tab


      • NB: When using the "Flat" Till Scheme, the Select Account function button will have a different appearance and the Account Details panel will have minor behavioral differences


      Using the Account Number

      • An Account Number can be used to access the Account by entering the Account Number using the Number Pad on the SmartPOS Workstation screen
      • First, enter the Account Number; then select the Select Account function button
      • The Account information will now be displayed in the top left of the screen, just above the Transaction Window

       


      Navigating the Account List

      • An Account can also be selected by navigating through the List of existing Accounts
      • First, tap on the Select Account function button
      • A Select Account window will open displaying the Account Groups for the Organization
      • The Operator can navigate through the Group List in the lefthand panel; tapping on a Group Name will display the Accounts within that Group in the righthand panel
      • Either double-tap on the desired Account Name or highlight the desired Account Name and tap on the green Select button

        


      Search by Account Number

      • Alternatively, an Operator can search for an Account by Account Number
      • First, tap on the Select Account function button
      • Within the Select Account window, tap on the Enter Number button on the bottom
      • A window will open displaying a number pad allowing the Operator to enter an Account Number
      • After an Account Number has been entered and OK has been selected, the Account will be attached, displaying the Account information 

        


      Search by Account Field

      • Lastly, an Operator can search for an Account by searching a variety of Account information
      • First, tap on the Select Account function button
      • Within the Select Account window, tap on the Search Account button on the bottom
      • A window will open allowing the Operator to select an Account Field to search by, including Name, Card Number, Phone Number, etc.
      • Either double-tap on the desired field or highlight and tap the Select button
      • A window will open displaying an alphanumeric keyboard allowing the Operator to enter text to search by


      • After entering the desired text to search by and tapping the OK button, a window will open displaying all Accounts matching the searched text in the selected field
      • To select an Account, either double-tap on the desired Account or highlight and tap Select
      • The Account will now be attached, displaying the Account information

       

      Using the "Flat" Till Scheme

      • As mentioned above, when the "Flat" Till Scheme is being used, the Account Panel will have a different appearance and alternate behavior
      • Similar to the other Till Schemes, an Account List till function button is available to allow the Operator to open the Account List and select an Account from the System
      • After an account is selected, the Account's photo (if the selected Account has one attached) will replace the Account List till function

       

      • Additional Account Details will be displayed in the Account Panel:
        • Account Number
        • Account Name
        • Account Balance
        • Points Balance
      • A toggle button will also be available which allow for toggling between the Account's Rewards and the Account's Details as mentioned above
        • After selecting the Rewards button, the Account's Reward status will be shown and the button will toggle to read "Details"
      • Tapping in the Account Panel will open a larger Account Details window



      Account Function Panels

      • After an Account has been selected, the Function Panel will change to display Account-specific function buttons
      • From the main Account Function Panel, the Operator can view Account Details, Redeem Account Points, or access additional Account Functions
      • After tapping on the Account Functions... button, the Function Panel will change to display additional Account Functions allowing the Operator to print a Sales Report for the Account, Renew Membership, etc.
      • Additional lessons within this Course will cover a variety of Account functions

         

      • The Account Function Panels can be customized in BackOffice in System Setup and Till Function Maps