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Introduction

In 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 Cash 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.

  1. Full “numbered” accounts.  That is customer accounts with full shipping data.
  2. “Email Only” accounts.

Table of Contents

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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

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titleStep 1: Setting Up Quick Add Customer Templates

You must specify the customer template that quick add is to use for each state.   See the picture below for the grid columns used.   Before you can proceed you will need to ensure you have Customer Templates 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), as well as states setup in and Maintain Order Control (MOC)Image Removed first.

Note

Failure to specify a state's customer template for quick add will result in the error message "Can't find template" when attempting to use the feature. For example, California as highlighted below would trigger the error message.

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titleStep 2: Configuring Customer Data Point Requirements

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.

Customer Maintenance Control

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titleStep 3: 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

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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.

Tip

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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titleExample 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.

The intention to create a 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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titleExample "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 field on the Customer Maintenance Control screen. If the clerk simply presses enter, then the prompt is dismissed.