Begin by logging into the POS to start a sale. To use the customer profile, you must Add A Customer To The Sale by either creating a new customer record or looking up one that already exists. This is an advanced help topic - refer to help topic, Customer Profile Details, for the basic customer profile settings (i.e. Main Page & Info Page tabs).
With a customer on the sale, click the Profile button (lower right button). Use the tabs in the Profile to navigate between the Main Page, Info Page, Diver Info, Service Log and Activity Log. For a final commitment, use the Save button on the touch keyboard to save all additions or changes and return to the sales window.
Diver Info Tab:
Page 1 Overview - This window allows you to input Emergency Contact information, Certifications, Gear the customer owns with sizes, as well as the customers weight and height.
Emergency Info - Use the keyboard below and put the focus in the Contact field to enter the customers emergency contact person. Enter their phone number in the formatted Emergency Phone field.
Certifications - Use the green Add button below the Certifications window to open the Certification Details. Use the first window to select the Agency the certification is tied to. This list is driven from the Agencies selected when Mapping Out Your Scuba Courses in the Retail Operations. The agencies in bold type are those you selected specifically as your agencies that you offer classes for.
Selecting the agency, will change the list of courses in the Certified In window located to the right (lists are as complete as possible, but may not contain all courses for all agencies).
Once you have selected the agency and course the customer was certified in, use the Cert # and Cert Date fields to specify the certification details.
Note* Customers checked off as certified in the class roster, through classes taken in the store and sold through the class module at the POS will be added to the customer profile certifications automatically.
Gear Ownership Overview and Size Chart - Each piece of gear has a check box field that can be used to indicate that the customer currently owns that gear. Additionally, some of them have a field to indicate the size. Some of the size fields have drop down lists to select from and others are free form.
Weight: Clicking in the weight field will change the keyboard to show weight selections. Click on each appropriate button to add the weights up to the customer. Each tier will change the first, second and third positions respectively. Use the Set button to set the weight on the customer profile and return back to keyboard mode.
Height: Clicking in the height field will change the keyboard to show height selections. Click on each approriate button to set the number of feet and inches for the customer. Use the Set button to set the height on the customer profile and return back to keyboard mode.
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