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The Client accounts panel is used to manage the list of accounts used by the regular customer.
The accounts contain the client's cash funds or the non-cash resources he/she 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 the 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 have been opened for the regular customer.
Account specification data grid columns:
Account type denotes the regular customer account type.
Account balance is the remaining balance on the account.
Minimum balance is the minimum balance designated for a regular customer account.
Regular customer indicates the regular customer.
This value matches the regular customer name in the Properties panel.
It is used to distinguish the account owner in the event that several regular customers are selected simultaneously.
The context menu of the panel data grid contains the following commands:
(Ins) – adds a new account to the regular customer accounts specification.
(F2) – edits attributes of regular customer accounts.
(Del) – permanently deletes regular customer accounts from the specification.
– opens a window to view operations on selected regular customer accounts.
(Ctrl+P) – generates print layouts.
– menu with the commands to manage the summary functions of the data grid.
– menu with the commands to operate the data grid.
To add a new regular customer account, use the entry window. Attributes of selected specification elements can be altered using the and editor windows.
When you delete regular customer accounts from the specification, a confirm permanent deletion prompt appears.