Process (F12) - Delivery, Adding a New Account

Adding a New Account at Point of Sale

When processing a transaction for a "system" type account (such as "CASH"), an Add Account button appears on the Delivery tab. This may be used to add a new "cash-only" customer account to the database. Security settings can limit a user's ability to perform this function. The new account will have no credit limit and will be a "cash-only" type unless later modified in Account Maintenance. The transaction is automatically switched to use the new account.

If your company has added a user-defined customer-job key of "Loyalty ID" an additional field for the loyalty ID is displayed...

For Do it Best members (companies with Do it Best EDI enabled), validation will be performed on any loyalty ID entered to make sure it's the proper length, prefix (LC), and that the check digit is valid.

The new account must be assigned an account number/ID. Account identifiers are not automatically assigned. If the ID entered matches an existing account, you will receive a warning and prompted to select a different identifier.