Hi, I have schools, other retailers, etc... who I run accounts for. How do I use RMS POS to sell items we carry to these account customers. Thanks Dan
How do I sell items to a customer who has an account?
Nov 20, 2005
1 Replies
Dan,
SO Manager | File | Configuration | Accounts tab | put in the month end date.
SO Manager | Database | Tender Type | Create a payment type called Store or Terms Account.
SO Manager | Database | Account Type | Create an Account type called the same or whatever you like.
In the SO Manager | Database | Customer | Properties | Account Information tab, pick one of the Account types you created.
At the end of the month, SO Manager | Database | Journal | Close Billing Cycle | print statements.
When the check come in, POS | assign the customer | Shift+F4 to apply the payment.
When you sell something to one of your account customers, select the Tender type called Store Account you created in Step 2.
Join the Discussion
Have something to add? Share your thoughts — no account required.
Didn't find your answer?
Ask the community — no account required