Define Customer Cards for a Customer Used in POS

'Customer Cards. Open' (CRS612) is used to define information about customer cards. Customer cards are used to identify the customer in the Point of Sales (POS) cash desk in the shop.

Note: Customer cards can also be created using the MI program 'Customer cards' (CRS612MI).

See Download Customer Card Information to be Used in POS.

Background

It is necessary to keep track of the customer cards and to use customer cards to identify a customer in the cash desk in a shop (using an external POS system). It must be possible to send information about which cards are valid for a specific customer to an external POS system.

Before you start

A customer must be created in 'Customer. Open' (CRS610).

Follow these steps

  1. Start 'Customer. Open' (CRS610/B).

  2. Select the customer for which the customer card must be defined.

  3. Select option 20='Customer card' to start 'Customer Card. Open' (CRS612/B).

  4. Fill in the 'Customer card number' field and select the Create option.

    Note: Several cards can be connected to a customer, and the same customer card can be connected to several customers.
  5. Specify the relevant customer card information on the E panel. See the Settings description section for a detailed description of the settings.

  6. Select F3 to return to 'Customer. Open' (CRS610/B).

Outcome

A customer card is connected to the customer.

Configuration settings

Parameters to set

Program ID Field heading Description
CRS612/E Customer card number The field indicates the ID for the customer card.
CRS612/E Blocking code The field indicates if the customer card is blocked.
CRS612/E Blocking date The field indicates the date when the customer card was blocked.
CRS612/E Main card

The field indicates if the customer card is a main card or family card.

The valid alternatives are:

1 = Main card

2 = Family card

CRS612/E Valid through month The field indicates which month the card is valid until.
CRS612/E Valid through year The field indicates which year the card is valid until.
CRS612/E Card type

The field indicates the type of card.

The valid alternatives are:

1 = Bar code

2 = Magnetic card

CRS612/E Replace card The field indicates whether the customer card is replaced.
CRS612/E Order date The field indicates the order date for the customer card.
CRS612/E Send to printer The field indicates if the customer card is sent to printing.
CRS612/E Reference The field indicates a reference.
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