The Client accounts panel is used to manage the list of accounts used by the regular customer.
The accounts contain cash funds or non-cash resources of the client that the client can use to pay for goods and services in this establishment or in other network establishments. The funds and resources can be deducted from the account automatically after running client authorisation and payment authorisation. Alternatively, you can add them to the client account or deduct them from the account manually using account operations. The data grid columns contain data about accounts of various types that are opened for the regular customer.
Account specification data grid columns:
Account type is the account type of the regular customer.
Account balance is the remaining balance on the account.
Minimum balance is the precautionary balance that must be kept on a regular customer account.
Regular customer is an existing client.
This column matches the name of the regular customer in the Properties panel field.
It is used to distinguish the account owner from several simultaneously selected regular customers.
The context menu of the panel data grid contains the following commands:
(Ins) – adding a new account to the specification of regular customer accounts.
(F2) – editing attributes of regular customer accounts.
(Del) – permanently deleting regular customer accounts from specification.
– opening a window to view operations on selected regular customer accounts.
(Ctrl+P) – generates print layouts.
– menu with the commands to manage summary functions of the data grid.
– menu with the commands to operate the data grid.
To add a new regular customer account, please use the entry window. Attributes of selected specification elements can be altered using the and editor windows.
When deleting regular customer accounts from specification, a permanent delete confirmation prompt is used.
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