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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.
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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.
Billing Address:
Once full shipping address information is entered the F3 "Billing Address" button will unlock allowing you to enter the billing address
Driver's License Scanning:
You can scan driver's licenses to help speed the data entry of new customer information. To scan a driver's license touch the F10 button labeled "Scan/Swipe I.D." a scan prompt will appear. If the drivers license format is not recognized by the software you will receive an error. An automated system message will alert our development staff that an unrecognized format has appeared, we will add support for the new format ASAP. States are free to change the format of the driver's license data at any time, so this will be an ongoing process to keep current.
Note: When scanning a driver's license, you will want to check with the customer that the information is current before accepting it.
Club Entry:
After you have entered the customer information but before you create the new account, you can set club information using the F5 button labeled "Club and Credit Card".
On this page you will find the relevant fields to sign up a customer to a club. There is also a function to scan their credit card to be used for the club.
Optional Codes:
Various optional codes for the new account can be set if desired once the full shipping information has been entered.
Creating Email Only Accounts
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
The AMS Software requires that full accounts at a minimum have the following information.
- First/Last Name
- City, Street, State, and ZIP.
In the above example, a Full Account will be created as the requirements have been satisfied:
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Example Email Only Customer Creation
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.
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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.
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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.
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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.