if you are in the middle of a Quick Sale invoice, a system setup allows you to quickly switch to a customer sale by simply entering the customer phone number, frequent buyer number, or lookup code.
Close Match
In one scenario you will be prompted to accept the closest match.
![POSitiveChoice-Customer](positivechoice-customer.jpg)
No Match Found
In another scenario a match has not been found, but you can choose to proceed along a logical route by performing a lookup or create a new entry.
![PositiveChoice](positivechoice.jpg)
Advanced Setup
Setup is required to activate POSitive Choice Setup For POSitive Choice
Go to System Setup: Transactions: Entry Options and select Activate Advanced Search
• | If checked, invoice will be updated with customer information based upon settings below. For example, while in the creation of an invoice, you may choose to scan a customer's loyalty card or enter the customer phone number which can automatically set the invoice for that identified customer. |
• | If unchecked, no advanced search options will apply. |
Always Search For:
• | Search Vendor SKU - if a scanned SKU is not found, POSitive will search through the list of vendor SKUs |
• | Search Customer Code - searches entries of the Lookup Code field |
• | Search Customer Phone - searches the customer phone number fields (NOTE: enter the complete phone number with area code, but without spaces or hyphens) |
• | Confirm Customer On Found Entry - (Recommended) requires the cashier to select customer manually as a confirmation that it is the correct customer |
• | Search Frequent Buyer Number - searches the rewards or loyalty program list for customer numbers |
When Entry Not Found:
• | Do Not Display Inventory List If Entry is Blank Or Not Found - will issue a warning sound, but nothing happens on the invoice. |
• | Jump Directly To Inventory Lookup - Opens the Locate Item screen. A new item can be added. |
• | Prompt To Add/Edit Item Or Customer - Opens POSitive Choice to lookup or create new item. |
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