PS Quick Add Customer Info Feature
Contents
Introduction:
Setup & Control:
Step 1: Enabling the Quick Add feature for registers
Step 2: Defining required information for Email Only account creation
How to use the new screens:
Creating Full Accounts
Shipping Address:
Billing Address:
Driver's License Scanning:
Club Entry:
Optional Codes:
Creating Email Only Accounts
Examples:
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- Full "numbered" accounts. That is customer accounts with full shipping data.
- "Email Only" accounts. "Email only" is a concept that was invented to store customer information when the minimum requirements for a full account cannot be fulfilled. The original design intent was for customer newsletter signups via our shopping cart. We have since expanded on this concept to include other data fields. The de facto name "email only" at this point is somewhat misleading, alas that's the name.
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- First/Last Name
- City, Street, State, and ZIP.
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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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Billing Address:
Once full shipping address information is entered the F3 "Billing Address" button will unlock allowing you to enter the billing address
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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.
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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.
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Optional Codes:
Various optional codes for the new account can be set if desired once the full shipping information has been entered.
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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.
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Examples:
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 message line.
In the example an Email Only will be created as an email address has been entered but Street has been omited preventing the requirements for a full account from being statisfied.
The intention to create a email only account is displayed by the software via the button text and message line.
The above example is of a reminder prompt that will be displayed to a clerk when the "Prompt for entry" on birth date is checked on the MOC screen.
If the clerk simply presses enter, then prompt is dismissed.