Introduction

This Quick Reference Guide (QRG) covers the process of creating and using a Till Customer Search Form. To create a Till Customer Search Form you need the ‘Form Template’ licensed feature.

Creating a Till Customer Search Form

Within the back office,

select Admin

Within the Form Template section, click on Form Template Management

Select New

Enter a name for your form into the Name field Example shown below.

Ensure the Active box is ticked
Select ‘Till Customer Search Form’ from the ‘Source Form’ drop down

Select Save at the bottom of the page

Note: If the form is created with the Active box ticked, then the form will be applied to all tills on the database. If a till is already in use when the form is created, the form will display after the till page is refreshed (press F5).

Editing a Till Customer Search Form

If you haven’t already been taken to the Edit Customer Search Form Template screen after creating a form,

Navigate back to Admin > Form Templates > Form Template Management
Select Edit against the Till Customer Search Form template just created.

Within the Form Group section are a number of different fields are currently displayed on the Customer Search Form.

Hover over each field and select Edit to edit it.

Selecting Edit against each field will reveal the following options:

Label: this is what the field will be named
Default: this will populate the search field with a default value
Mandatory: this determines whether a field is required
Help message: this allows you to enter a message against the field to be displayed on the till
Visible/Hidden field: determines whether the field is visible or hidden on the till

Note: The Help Message against the ‘Transaction’ field is populated by default when a new form is created and can be removed by;