Add Customer Certifications |
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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 to the Diver Info Tab. Diver Info Tab: 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.
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