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

Turning It On

Instructions on how to turn it on here.

Configuring Customer Data Point Requirements

Customer Maintenance Control

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. You must have customer templates setup in PS Order State Control (MOC) so that the system will utilize the defined template for the state entered on this screen. NO ORDER CONTROL FOUND FOR XX 

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. 
 

  

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.
Note: When scanning a driver's 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.

Creating Email Only Accounts

Email Only Accounts only require an email address unless you have defined further organizational requirements in the MOC screen. Simply enter the configured minimum set of information and press F1.

Examples:

In the above example, a Full Account will be created as the requirements have been satisfied:
First/Last Name
City, Street, State, and ZIP.
The intention to create a Full Account is displayed by the software via the button text and message line.
In the example an Email Only will be created as an email address has been entered but Street has been omited preventing the requirements for a full account from being statisfied.


The intention to create a email only account is displayed by the software via the button text and message line.
The above example is of a reminder prompt that will be displayed to a clerk when the "Prompt for entry" on birth date is checked on the MOC screen.


If the clerk simply presses enter, then prompt is dismissed.

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. You must have customer templates setup in PS Order State Control (MOC) so that the system will utilize the defined template for the state entered on this screen. NO ORDER CONTROL FOUND FOR XX 

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.