...
Once the new screen is up, the amount of information you enter will determine the type of account that will be created (Full Account or Email Only), as long as email only account creation is enabled in MOC.
If there is any question as to what type of account is about to be created you can observe the text of the confirmation F1 button as well as the message line before you confirm the account information.
Buttons Overview
Shipping Address:
Data Entered into the main page of the new screen is for Shipping Address information. If your customer has an alternate billing address first enter the complete shipping address information and press enter. This will unlock the F3 "Billing Address" button.
...
Various optional codes for the new account can be set if desired once the full shipping information has been entered.
Examples:
| Ui expand | ||
|---|---|---|
| ||
The AMS Software requires that full accounts at a minimum have the following information.
In the example below a Full Account will be created as the requirements have been satisfied. The intention to create a Full Account is displayed by the software via the button text "Add Customer" as well as the message line by stating "customer entry".
|
| Ui expand | ||
|---|---|---|
| ||
Email Only Accounts only require an email address unless you have defined further organizational requirements in the MOC screen. In the example below an Email Only will be created as an email address has been entered but Street has been omitted preventing the requirements for a full account from being satisfied. The intention to create a email only account is displayed by the software via the button text "Add Email Entry" and message line "email entry".
|
| Ui expand | ||
|---|---|---|
| ||
In the example below we see the system is nagging the user to enter the birthday. This is because "Prompt for entry" has been selected on the birth date field on the Customer Maintenance Control screen. If the clerk simply presses enter, then prompt is dismissed.
|
...