TravStar1 Point Of Sale SystemRegister Manual Basic Register TransactionsHow Do I Charge A Transaction To A House Account If I Do Not Have Customer's Account Number?

How Do I Charge A Transaction To A House Account If I Do Not Have Customer's Account Number?

This lesson will teach you how to charge a transaction to a customer's house account by looking up the customer's account number.

Sale In Progress

Sale In Progress

Ring the items in the customer's purchase.  Notice that the Register Status has changed from Idle to Sale in Progress.

Subtotal

Subtotal

By touching the "Subtotal" button, you can see the total Amount Due.

Ready For Payment

Ready For Payment

You can now tell the customer the total amount that is owed for the transaction by checking the Amount Due.  

Other Payment

Other Payment

Touch the "Other" button which will take you to a screen where you can choose payment types other than Cash or Credit.

Lookup Customer Account

Lookup Customer Account

Type the number 0 using the number pad on the keyboard.

Lookup Customer Account

Lookup Customer Account

Touch the "Select Customer" button.

Lookup Customer Account

Lookup Customer Account

This will bring up a list of your store's customer accounts.

(1) If the list is blank or incomplete touch the "Refresh" button.

(2) Touch the customer account to highlight it.

(3) Touch the "Select" button.

It is possible to search the accounts by either the account name or number.

(1) Select the desired Lookup Key.

(2)

Select Customer Account

Select Customer Account

You will notice that the customer's account number and account name now appear in the top middle window on the register screen.

Tender The Transaction

Tender The Transaction

Touch the "House Charge" button.

Reference

Reference

You will be prompted to enter a reference.  This reference can be made up of numbers, letters, or both.  The reference is used by the store and/or the company to identify individual transactions charged to a house account.

(1) Enter a reference.

(2) Touch the "OK" button.