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| IntroductionIn a continuing effort to make our software easier to use we have designed a customer data entry screen to be used from the Touch Screen Register (TCH) program. The goal of this screen is to provide tasting room clerks with an easy to use tool for entering customer data. In the past clerks had to use the full Customer Management program with its multiple pages of entry screens. In contrast the new screen is many times faster and less confusing. Many of the customers we spoke to were also doing club signups on paper forms, sending the forms to a processing desk for later entry. We wanted to eliminate the need for this process and to that end you can also add club memberships quickly and easily as part of the customer account creation. The screen supports dynamically choosing to enter one of two different customer types. - Full “numbered” accounts. That is customer accounts with full shipping data.
- “Email Only” accounts.
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| title | Central Table References |
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| scope | Central Table>descendents |
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Video Overview
Features
- 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
Feature Setup & Control
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| title | Step 1: Setting Up Quick Add Customer Templates |
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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***************** |
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| title | Step 3: Enabling the Quick Add Feature For Registers |
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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. 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 |
Feature
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Overview & Examples
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.
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