Customer accounts, adding customer

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To start using customer accounts, you first you have to give user (group) permission to start using the customer account functionality. You do this in the backoffice. The second part of this article show how to do actions in the frontoffice.

Steps

Changing permissions

To start using customer accounts, you first you have to give user (group) permission to start using the customer account functionality. You do this in the backoffice. The second part of this article show how to do actions in the frontoffice.

  1. Go to the backoffice
  2. Go to General 
  3. Go to Usergroups 
  4. Edit the usergroup you want to change permissions for. Customer account is only relevant for front office groups (so in this case “Manager of Clerk”).
  5. The settings that can be enabled are: Add customer account, Customer account deposit/without and Pay with customer account.
  6. You have 3 permission options, you can choose for: None, Without manager code or Manager code required. With the first permission, you don’t have access, with the second you do have access, and with the 3rd you get a pop-up for a manager code before you can perform any customer account actions. 

Update customer

You have to adjust the customer in the backoffice to enable front office actions such as paying with customer account or entering a credit limit.

  1. Go to General >Customers
  2. Click on +Add new customer
  3. At Customer account you can enable Customer account allowed
  4. You can enter an amount at Customer account credit limit

Add Customer account as payment method

  1. Go to Payment > Payment method
  2. Click on +Add new payment method
  3. Add a name such as customer account
  4. As payment method type you select Customer account.

Add the payment method to a payment menu

  1. Go to Payment > Payment method menu
  2. Select your Payment menu where you want to add the customer account payment method 
  3. Drag and Drop the payment method "Customer account" to the middle column
  4. For saving the changes for the frontoffice, go to General and Transmit the change to the FO 

Adding a customer in the frontoffice

  1. Login to the device and click on Customer accounts
  2. You get a overview of the accounts 
  3. You can add a new account with the + icon (right top) 
  4. Search for a customer and click Yes to add. (in this demo: Customer account C)

Deposit, withdraw, details

  1. Click on a customer and you see 3 options: Deposit, Withdraw and Account Details, select Deposit 
  2. Add an amount to increase the deposit with
  3. Long press CASH to pay via this method
  4. Press Withdraw to remove an amount from the account
  5. Enter the amount
  6. Long press the payment method (example CASH)
  7. The deposit is now lowered with this amount
  8. Select Account details to see details about the customer
  9. If an order is payed with the customer account you can also see the details of the order. With the green circle you can print the order
  10. To pay an order with a customer account you can press Customer Account as payment method. You first have to link to a customer, by clicking on customer and adding the customer to the order

🎓 Step-by-Step Instructions

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Adding and managing user groups

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