Revenue Management
Transaction Customer Assignment
Assign customers to transactions during a cash up, when they couldn't be assigned automatically.
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About
Customer accounts are usually assigned to transactions automatically, for reporting. When that isn't possible, this feature lets you assign them yourself during a cash up.
Payment needs a customer
The transaction was paid with a payment type that must have a customer.
Listed in the cash up
It shows at the top of the cash up count.
Assign a customer
Every listed transaction needs one before the cash up can be approved.
Ready to start?
If it isn't set up yet, start with the Configuration tab.
How to Use
When you enter a cash up count, any transactions that need a customer are shown near the top of the page.
Steps
1
Start assigning
Against the transaction, select ASSIGN TO CUSTOMER.
2
Choose the customer
Choose the Customer Name, then select ASSIGN TO CUSTOMER.
3
Repeat for the rest
Assign a customer to each transaction listed.
Once every transaction has a customer, the cash up can be approved.
Wrong customer?
Select REMOVE TRANSACTION to take the customer off, then assign the right one before approving.
During the day
Assign customers as you go with the Transaction Customer Assignment landing page widget.
Configuration
Turn the checks on for your company, then choose which payment types need a customer.
Steps
1
Open company setup
Go to Company Settings > Company and open the Global Settings tab. See company setup.
2
Turn on the checks
Turn on Cashup Checks For Customer Assignments and select SAVE COMPANY.
3
Open the media type
Go to Company Settings > Payments > Media Types and open the media type that needs a customer.
4
Require a customer
Turn on Transactions Must Have Customer Assigned and select SAVE MEDIA TYPE. Repeat steps 3 and 4 for any other media types.
Any transaction paid with those media types now needs a customer before the cash up can be approved.