User guide

151
Working with POS Terminal
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Working with customer accounts
You can set up customer accounts on POS Terminal which can then be managed in Accounts (and vice versa). There
is a function key available in POS Terminal to select a customer account, a key to charge transactions to an account
and a key to make account payments.
Selecting a customer account (default key - Insert)
The Customer Account function key displays the Customer list. You can also enter the account number  rst and
then click the Customer Account function key to instantly select a customer account.
You do not need to select the customer account  rst. You can select the customer account before entering the
transaction if you know it is charged, or you may leave it until after you have entered the transaction and the
customer asks for it to be charged. However, to activate set price levels or discounts on an account, ensure options
are selected and the account is selected before beginning the transaction. Do one of the following to select the
customer account:
If you or the customer knows their ID, enter it then press the • Customer Account (Insert) function key. The
customer’s name is displayed.
To search for a customer account press the • Customer Account function key straight away and a list is displayed.
Scan a customer account card.•