Certain retailers must ensure that they have had signed declaration forms before a customer uses their services. An example of this would be a climbing centre. It is possible in Connect to tag products that will then ensure that a customer is assigned to the transaction and that they have ticked to say an agreement has been signed.
Enabling the Feature
In Back Office, navigate to ‘Tools > Configure’.
Click the ‘Configuration’ tab.
Navigate to ‘Till preferences > Allow Declaration Form Details for customers’ and on the right hand side set this to Y.
Now click ‘Ok’ to close the window.
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Tagging your Products
With the above feature set you will have 2 new System Tags;
Madatory Customer On Sale
Signed Contract Required
By clicking on the pencil icon, you can now tag your product with these tags.
Once ticked, click the pencil icon again to save your changes.
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At the Till
Add a tagged product to a transaction.
Assign a customer by clicking ‘CLU’
Double click into your customer record or create a new one from this window.
At the bottom is a tick box to confirm the Customer Declaration has been signed. Ticking this will allow you to set the date the declaration form was signed.
Press ‘Ok’ and then click to ‘Assign to current transaction’.
You will now be able to complete your transaction.
Note: Once you press ‘Ok’ after ticking the declaration, you will not be able to go back and edit this from the Till.
Note: If you try to sell the product at the till without completing the actions from your tags, you will be presented with an error and be unable to continue until you meet the criteria.
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Editing or Removing the Declaration
There maybe some circumstances where you need to edit the date the declaration was signed. To do this, you need sufficient privileges in the Back Office.
Click on the ‘Customers’ icon.
Search for your customer with the declaration you would like to change. Once located, double click to edit the customer. You will now see you can remove the tick from the declaration or edit the date.
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