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- Streamlined collection of customer core account information
- Collect information for full numbered accounts or just email only accounts
- Configurable data point requirements for new accounts
- Collect customer information by swiping drivers licenses
- Optional signup for a club at the same time
Turning It On
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Feature Setup & Control
Setting Up Quick Add Customer Templates
Need to be setup in MCT, then defined in MOC. Requires every state to be listed in the grid.
**********************Need to expand on this here*****************
Enabling the Quick Add Feature for registers
By default the quick add screens are disabled. This is to prevent surprising clerks with a drastic change. The feature must be turned on for one or more registers. At some time in the future we may enable the new screen by default.
To enable the new quick add screen you need to edit/create a new Central Table ZZZ entry.
You may not have permission to enter the central table configuration. You may need to get your manager to enable the feature for you.
The ZZZ table code is PSTCHQACTL.
Configuring Customer Data Point Requirements
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To begin add items to your order as usual, and then touch the F2 "Bill To Cust" button in the top right corner.
Using the F3 "Add Customer" button will invoke the new screen. You must have customer templates setup in PS Order State Control (MOC) so that the system will utilize the defined template for the state entered on this screen.
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If you get an error "NO ORDER CONTROL FOUND FOR |
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XX" it is because you have not setup your customer template properly! |
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.
Creating Full Accounts
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.
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Email Only Accounts only require an email address unless you have defined further organizational requirements in the MOC screen. Simply enter the configured minimum set of information and press F1.
Examples:
Example Full Customer Creation
In the above example, a Full Account will be created as the requirements have been satisfied:
First/Last Name
City, Street, State, and ZIP.
The intention to create a Full Account is displayed by the software via the button text and "Add Customer" as well as the message line by stating "customer entry".
Example Email Only Customer Creation
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". The below example is of a reminder prompt that will be displayed to a clerk when the
Example "Prompt for entry"
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 is checked field on the MOC Customer Maintenance Control screen. 
If the clerk simply presses enter, then prompt is dismissed.
To begin add items to your order as usual, and then touch the F2 "Bill To Cust" button in the top right corner.
Using the F3 "Add Customer" button will invoke the new screen. You must have customer templates setup in PS Order State Control (MOC) so that the system will utilize the defined template for the state entered on this screen. NO ORDER CONTROL FOUND FOR XX
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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.
By default the quick add screens are disabled. This is to prevent surprising clerks with a drastic change. The feature must be turned on for one or more registers. At some time in the future we may enable the new screen by default.
To enable the new quick add screen you need to edit/create a new Central Table ZZZ entry.
You may not have permission to enter the central table configuration. You may need to get your manager to enable the feature for you.
The ZZZ table code is PSTCHQACTL. Edit or create the table as per the screen shot below.
Example Free Form Data:
If I wanted to enable the feature for all registers in all tasting rooms I would enter “**”.
If I wanted to enable the feature for only register A in tasting room 2 I would enter “2A”. Where 2 is the tasting room number, and A is the register number.