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Posted by Jowo

Customer Account -Savings

Hi

I know you have just finished Pack 6 But i have a request for the next one.

A old system i used had the option to set up a customer and give them a swipe card, we used this for a savings club i.e they could put money on there account each week and go into credit and then went they made a purchase they just paided the outstanding balance.

I have not tried to put a account into credit so not sure if this already exists but i do not think there is a option to print reciepts for these payments or put on a swipe card reader?

Is this sometime that could be looked at as we used this alot more over the last couple of years given the current climate.

Regards

Jowo

Posted by John

Re: Customer Account -Savings

Hi Jowo,

A swipe card reader acts like a barcode scanner and keyboard, it enters characters onto the screen when you swipe the card. For example, when you scan a barcode in Easify Point of Sale it will enter the code given by the scanner into the bottom left SKU box and then enters it onto the open order.

If you could generate your own cards with a mag stripe containing the customer's number in Easify, you could open the customer screen and swipe this card which would load the related customer.

There is a customer credit system on Easify, accessed through the customer record and the 'Account' tab, that could be used for this, it shows their current credit state and you can set their credit limit and payment terms. The customer's current available credit is displayed on the Point of Sale 'take payment' screen before you complete the sale and warning will be displayed to the user if the customer will go over their credit limit.


Happy to help - John (Easify Support)

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