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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 Cash Register (TCH).

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

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