How do customer names and records intersect during sales?

There are three checkboxes in the Wintix initialization settings that determine how and when a customer is associated with and attached to a sale.

  • Force entry of names when selling tix – Wintix will alert you if you don’t enter a customer name.
  • Attach a customer record to each sale – Wintix will attach a customer record to each sale for accounting and tracking purposes.
  • Automatic lookup of addresses when selling tix – A customer information window will pop up before you begin a sale. This is a nice option that gives you the opportunity to review the information and build a relationship with your customer.

At first glance, they seem pretty similar. Let’s take a look what happens depending on which boxes are checked.

Scenario 1

  • Checked: Force entry of names when selling tix
  • Unchecked: Attach a customer record to each sale

  • When you click the Complete the sale button during the sale, a window appears: You need to enter the customer’s name or lookup a customer.

NOTE: It IS possible to complete the sale without entering a name by closing the box. The sale is completed WITHOUT a customer attached. If that is done, the sales record will NOT have a customer attached.

Scenario 2

  • Unchecked: Force entry of names when selling tix
  • Checked: Attach a customer record to each sale

  • When you click the Complete the sale button during the sale, a window appears: Your computer requires this. You must either look up a customer, or else add a new customer to your list.

  • You cannot complete the sale without attaching a customer.

Scenario 3

  • Checked: Automatic lookup of addresses when selling tix

  • As soon as you begin to make a sale, the customer information window appears.

  • You can retrieve a current customer or add a new one at this point.
  • NOTE: It IS possible to complete the sale without entering a name by closing the box. The sale is completed WITHOUT a customer attached. If that is done, the sales record will NOT have a customer attached.
This entry was posted in Wintix 6, Wintix5 and tagged . Bookmark the permalink.

Leave a Reply