I want staff to be able to top up the cards without entering the accounts screens… I want to be able to swipe the ShakesCard (which at current now automatically selects the customer) hit say “5” then Top Up ShakesCard so in the ticket is shows £5 for a top up.
Complete the transaction and their balance has now increased to £5… a bit like the gift certificate does but without creating a new account but adding to the current one.
I want staff to be able to cash off the top up as apposed to the till not opening and the £5 being left in limbo.
You can use one of the documents you created as shown by Q or in the Card Tute. Also NOTE the Account Name that’s where the money goes
You will need Automation to call these Actions and Rules including PRINT and DRAW KICK.
Design your flow from a Automation Button visible from Ticket and then place it somewhere desirable where users can have access.
Oh Yea see what Q’s say above - very nice work.
Well, it’s up to you - it could be done either way. But the Automation is completely different.
The reason the GC is done that way is to create a record of the GC in the form of an Entity, so that it can be verified later as “real”, and it can also be reported on if we want to know how many GCs have be “sold” and for how much. And actually, the GC does not track it as a Sale either, because the Transaction Type is changed for that particular “Product”.
Crediting a Customer Account does not need to be done that way at all, and if you can avoid using a Product and Ticket to perform the transaction, then you should… because no product is being sold in the first place. The Account Statement Tutorial handles it this way, with pure transactions and no products/tickets. It appears to be a little more elaborate than what you’re asking for, but it works great…