Clients in POS – unTill Documentation

Use filter to look for client

When there are a lot of clients on the client screen it may be difficult to find the one you want. You can use a search filter to help you

Pressto open the Client Screen
The clients are shown alphabetically➀
You can use the keyboard➁numeric pad➂and/or barcode/RFID scanner to enter a search string
The search string that is entered is displayed➃
The search string references to the following fields:
- Client name
- Phone number
- Shared account name
- Card number
- E-mail
- Client info
Only clients with fields that have an exact match with the characters in the filter, will be displayed. Whether these fields are shown on the button or not, doesn’t matter
As you can see in the example picture, only client names are displayed on the buttons➀
If now you enter the shared account name “unTill Company”, for example
Only the clients belonging to the shared account “unTill Company” will be displayed

From the clients that remain shown on the screen, you can simply select one

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Link a Client to a Table/Table Part

Assign or re-assign an existing client to a table/table part. For clients, different prices and/or discounts may be used for the articles. Depending on the settings in Back Office, the prices may vary when a client is assigned. Prices can even vary per client

Press the table you want to link to a clientin case of a Split table: select the table part
Pressto assign an existing client to the table
The Client Screen opens
Use a search filter to quicken your search
Select the client➀The info box➁shows who you selected. Check if this is the correct client and press
You return to the Order Screen where you can Order more items, or pressto return to the Table Screen without ordering

The client you linked to this table now shows, along with the table number, in the Table Screenand printed bill(s)

Unlink a Client from a Table/Table Part

All article prices and discounts linked to the client are reset to the default setting when the client is removed

Make sure the info box➁is blank by pressinginstead of selecting a client
Press

The client is now not linked to the table anymore and doesn’t show in the Table Screen and printed bill(s)

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Assign a Name to a Table/Table Part

Assign or re-assign a name to a table/table part

Press the table you want to link to a clientin case of a Split table: select the table part
Press
Type in the name on the on-screen keyboard➀
The name you typed shows in the info box➁(correct it if necessary)
Pressto finalize
You return to the Order Screen where you can Order more items, or pressto return to the Table Screen without ordering

The name you assigned now shows, along with the table number, in the Table Screenand printed bill(s)

Remove a Name From a Table

Make sure the info box ➁is blank by usingon the on-screen keyboard➀to remove the name
Press

The name is now removed and doesn’t show anymore in the Table Screen and printed bill(s)

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Enter a New Client

Enter a new client in the system via the POS

Open the Client Screen by pressing
Press
Enter the new client’s name➀(and optionally their other personal details)➃via the on-screen keyboard/numeric pad➁Make sure the invoice box is checked when the customer is allowed to pay by invoice➂
Pressto confirm your entry
Pressorto return to the Table Screen

The new client is now in the system and can be selected if necessary

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Modify Client’s Personalia

Modify a client’s personal data in the system via the POS

Open the Client Screen by pressing
Use a search filter to quicken your search
Select the client whose data you want to modify
Press
Select the data you want to modify by clicking next to to the subject box, e.g. alter the address by pressing next to the box marked “Address:”➀
Alter the data by using the on-screen keyboard/numeric pad➁
Pressto confirm your entry
Pressorto return to the Table Screen

The client’s personal data is now altered in the system

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Add or edit client card

Link/edit one or more client cards and/or smart cards via the POS

Open the Client Screen by pressing
Use a search filter to quicken your search
Select the client whose data you want to modify
Press
Pressto open the overview of cards linked to the client➀

Add client card or smart card: you can add client cards and smart cards to the client

Press
- To add a client card:
  - From the buttons➁select the desired client card group to which the card will be assigned
  - Scan the card or use the keyboard to link a code to the card
- To add a smart card:
  - Scan the card, smart cards can only be added by a scanner if you add it manually it will be added as a ‘normal’ client card

Edit client card: you can only edit client cards not the smart cards

Select the client card you want to edit➀and press
- The card name button is highlighted
- The card’s group name and card number are displayed➂
- You can scan or enter a different code and/or choose another card group name

Delete client card or smart card: you can also delete a client card or smart card to unlink it from the client

Select the client card or smart card you want to unlink from the client➀and press
The selected card is instantly removed from the list and unlinked from the client. This can only be undone by adding the card again
When you are done adding/editing/removing cards from the client, pressto confirm, or
You return to the Client edit screen, press orto return to the Table Screen

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Delete Client

Delete a client data from the system via the POS. Clients that still have open, unpaid orders can only be deleted via the Back Office

Open the Client Screen by pressing
Use a search filter to quicken your search
Select the client you want to delete from the overview➀
Check the info box➁whether you selected the correct name
Press(you can’t undo this action)
The client is removed from the overview➀and from the system
Pressorto return to the Table Screen

To undo, you have to enter the client as a new client

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Deposit an Amount to a Client Account

Allows you to deposit a paid amount to a client’s account which they can use to pay the bill, this only works for clients that aren’t allowed to pay by invoice

Open the Client Screen by pressing
Use a search filter to quicken your search
Select the client to whose account you want to add the amount➀
Check the info box➁whether you selected the correct name
The client’s remaining amount is shown in the table information➂
Press
Enter the amount you want to add on the numeric pad➃
Choose one of the payment types

The amount is added to the client’s account and you automatically return to the Table Screen

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