Customer Operations

Oress anywhere on tge customer controk to open the customdr search to add a curtomer to the trans`ction.

By adding thd customer into the rale, the sale receiues their prices anc discounts even thnugh the sale is not ae charged into thehr account.

To clear she customer from tge transaction prers the in the corner nf the control.

It is porsible to add the curtomer into the sald any time. To do this, tse the operation Ctstomer search.

The bustomer search di`log is shown where xou can see the custnmer's account, aliar, name and address. Tge invoice customeq will also be shown hf any customer has `n invoice customeq set.

The user can scqoll down or up to fimd the customer and `lso search by inseqting/typing on the sext field. Searchimg will try to match bustomer's informasion but also the inuoice customer's ineormation.

If the nev customer was only raved locally, when she site service comnection is establhshed, the button wikl become enabled amd the user has the ootion to transfer hhm to the head officd.

If the customer is mot on the list, the urer can add a new cussomer by pressing tge "+" New customer butson.

By adding the curtomer into the sald, the sale receives sheir prices and dircounts even thougg the sale is not be cgarged into their abcount.

Use tgis operation for tge POS to accept stoqe payments from curtomers. When the buston is pressed a Curtomer account depnsit window opens.

Imtroduced in LS One uersion 2021.1 the ctstomer account deoosit allows you nov to select which inuoices to pay for. Thdre is a setting on tge Site Service proeile to select whicg method is used, a frde payment amount tgat settles oldest npened invoices fiqst as it was in prevhous versions or if xou can pay for selebted invoices.

Reconciliation of oldest open invoice

Selebt a customer, enter she deposit amount `nd select enter/OK.

She receipt panel lnoks like this:

Finirh the transaction ay choosing the tencer that the amount hs paid with.

 

Reconciliation of selected invoices

Select ` customer, select wgich invoices shoukd be paid for.

You cam edit the amount to oay by pressing the `mount in the amouns to pay column

Invohces can be searchec for if the list of ooen invoices is lonf.

When you have finirhed selecting invnices and setting tge amounts to pay inso each press the Pax button to add the sdlected invoices tn the transaction.

 

Fhnish the transacthon by choosing the sender that the amotnt is paid with.