When a customer makes a deposit on a trip signup, they will eventually be responsible for coming back and paying off the balance of the trip price. To pick up the deposit and update the trip roster, you must go through the Scuba Trip wizard and select to Make Payment/Pay Off.

Begin by logging into the POS to start a sale. A customer can be put onto the sale prior to entering into the Trip signup, or in the signup wizard. Either way, a customer must be added to the sale in order to sign up for a trip. This allows for full tracking of deposits and puts the customer on the trip roster.

For this help file, we will add the customer from within the Scuba Trip wizard. Click the link to go to the basic help file to Add A Customer To A Sale.

In the POS screen, click the Tasks button. Within Tasks, click the Scuba Trip button to trigger the Excursion or Charter signup. The first step in the wizard is to either select a Returning Customer from your database of existing customers.

Returning Customer:

Select Returning Customer and click the Next button. An existing customer can be looked up by name, phone number, or if available, their customer card can be scanned. Select the method by clicking in the box next to each option then click the Next button.

If looking up by Name, click in the Last/Business or First Name field and use the touch keyboard or your own keyboard to enter in your search criteria. You may touch or click the "Beginning With" or "Containing" text labels or touch or click the Last/Business Name or First Name labels to change the search method. (Beginning With becomes Containing and vice versa when touched).

Type in full or partial information and click the Enter button to pull up a list of results matching your search criteria. Click the Column Headers to sort the list and use the scroll bar or buttons to navigate through it. Click the Next button to select the customer and move on through the wizard.

If looking up by Phone Number, use the touch number pad or your keyboard to type in the 10 digit or a partial of the customer's number. Click the Enter button to pull up a list of results matching your search criteria. Click the Column Headers to sort the list and use the scroll bar or buttons to navigate through it. Click the Next button to select the customer and move on through the wizard.

If using the customer card, scan the card and the wizard will move you through to the next step.

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