Customer Management (Customer File) - Uniwell HX-4500 Operation Manual

Notes:
- In the current specification, the bill number 1 disappears on Clerk Track List.
- Even if no PLUs are entered at the step 7 in the above, "Store" operation will keep the condition of "Original
clerk".
Limitation
In case a System Clerk picks up a bill/table of other clerk, the System Clerk are not allowed to perform "Clerk sign-off".
In other words, the System Clerk should perform either "Store" or "Media close".
However, if both of the following settings (in Clerk System Option) are enabled, then, the System Clerk can perform
"Clerk sign-off".
- When clerk signs off, bill/table is automatically closed by New Balance
- When clerk interrupts, bill/table is automatically closed by New Balance
[Reason for the above]
When the System Clerk signs on and pick up a bill/table, then, the bill/table is handled by the original clerk internally.
Therefore, if the System Clerk signs off in such a condition, then, the bill/table is stored to the original clerk by Clerk
sign-off. This will require the sign-on by the original clerk number in order to pick up the bill/table.

3-26. Customer Management (Customer File)

Some customers want to make payment once a month or week, etc. They want to know the date and amount or
even details of transactions made in a certain period on a single invoice. This is quite seen for hotel room,
company's cafeterias, etc.
Concept is:
- Link bills with Customer Files.
- Keep details of bills, such as items, date, balance.
- Print selection of Short Invoice with only date/balance or Detail Invoice with item information
included, of course with the header of Customer File – name, number, address, etc.
Ideal use:
1) Clerk enters the ordered items and assigns the customer file.
2) Close the transaction by "Charge to Customer" media.
Tips: Automatic bill number assignment is available if "Automatic bill number" and "Bill number
input compulsory" are selected.
3) Charge to the customer at the end of month
Press "Payment" in the customer file screen.
Issue the customer invoice by "Buffer Print" button and pass it to the customer.
4) When the customer pays
Press "Payment" in the customer file screen.
Select bills and enter the amount by "Payment" button.
The customer receipt is automatically printed after the media close.
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