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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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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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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. The ZZZ table code is PSTCHQACTL. |
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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*****************
You must specify the customer template that quick add is to use for each state. In Maintain Order Control (MOC), use the Quick add Template column in the State Control viewas shown in the image below. Ensure you have Customer Templates and States respectively defined in Customer Default Templates (MCT) and Maintain Order Control (MOC) first.
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Please refer to the page below for more information on setting up customer data point requirements and reminder prompts. If you would like to enable the creation of EMAIL ONLY accounts using quick add you MUST specify that in the page below. |
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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. The ZZZ table code is PSTCHQACTL |
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Feature 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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If you get an error "NO ORDER CONTROL FOUND FOR XXCan't find template" it is because you have not setup your customer template properly! |
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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.
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.
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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.
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Pro Tip: Addresses listed on drivers licenses are often out of date. After you scan a 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.
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Various optional codes for the new account can be set if desired once the full shipping information has been entered.
Examples:
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The AMS Software requires that full accounts at a minimum have the following information.
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In the |
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example |
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below a Full Account will be created as the requirements have been satisfied |
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. 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".
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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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The intention to create |
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an email only account is displayed by the software via the button text "Add Email Entry" and message line "email entry".
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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, |
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the prompt is dismissed.
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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. 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 “**”.
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