Unicenta oPOS – Sales to Account
This guide shows how to use Unicenta oPOS and its Customer Accounts feature. All images below can be clicked on for a larger image.
Customer Account Notes
Customer account notes are added to a customers account by selecting CUSTOMER from the menu on the left, where you can create, view and delete customer accounts. The customer details screen also contains a NOTES tab.
Sales to Customer Account
When staff are conducting a sale, the first step is to link the sale to the customers account. Once completed and on to the PAYMENT screen, selecting the payment option of DEBT shows the customer note.
The customer account note is useful for displaying a spoken password that the customer must quote in order to complete a sale to the account.
When the customer gives cash to pay all or part of their account, this is done by selecting CUSTOMER PAYMENT from the left hand menu, then searching for the customer account. The customer account notes are shown, along with their current debt and debt limit. Customer account notes can be updated on this screen.
Clicking the PAY button will bring up he PAYMENT window, where a part payment can be keyed in.
The customer account is automatically updated and displayed back on the CUSTOMER PAYMENT screen (Pic 3).
Customer Account Report
The CUSTOMER DIARY report displays the various transactions occurring on a customer account. The report is produced by selecting CUSTOMER from the left hand menu, then CUSTOMER DIARY. Enter the dates and search for / select the customer and click RUN REPORT.