Customer Quick Add
- Samantha Speakes (Deactivated)
- Ernie Veniegas
- Tim` Smith (Unlicensed)
- Angela Robles
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.
- Full “numbered” accounts. That is customer accounts with full shipping data.
- “Email Only” accounts.
Table of Contents
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
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.
If you get an error "Can't find template" it is because you have not setup your customer template properly!
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.
Billing Address:
Once full shipping address information is entered the F3 "Billing Address" button will unlock allowing you to enter the billing address
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.
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.
Optional Codes:
Various optional codes for the new account can be set if desired once the full shipping information has been entered.