CONTENTS
Editing the Customer Form Template
Removing fields from the Customer Form
Setting a Default value to a field
Saving the Form Template Changes
Welcome
This document contains detailed instructions on how to setup, and use, the Customer Form Template feature in your Cybertill system. This feature is licence controlled. Please speak your Account Manager for more information.
Default Settings
There are no default settings to be set for this feature.
User Permissions
To be able to create the forms you need to have access to Admin > Form Templates > Form Template Management.
If you cannot see this option,
- Click into the Admin menu.
- Scroll down to the Users section and select User Groups.
- Select Edit Permissions of the group you wish to change access for.
- Click into the Backoffice section of the page.
- Scroll down to the Form Templates user permission and change the settings according to your requirements.
- Select Save Backoffice Permissions located at the bottom of the page.
Creating a New Customer Form
- Click into the Admin menu.
- Scroll down to the Form Templates section and select Form Template Management.
From the bottom of the page,
- select New.
The New Form Template page will open
- Enter a name for the form you are creating into the Name* field.
Note: this will help you identify the form when you are allocating it against the Till.
- Ensure the Active box is ticked.
In the Source From* field,
- click on the dropdown field and select either Till Customer Form or Till Customer Search Form.
Note: the Till Customer Form is the form displayed when adding a new Customer into the Till, and the Till Customer Search Form is the form displayed when searching for a customer. ▪ Save changes at the bottom of the page.
Editing the Customer Form Template
Please note: you cannot amend a Customer Form that has already been assigned to at least one Till. Please refer to the Assigning to the Till section of the User Manual.
Once you have created a new Customer Form, it should automatically take you into the Edit Template page.
To access this page without creating a new Customer Form,
- Select the Admin menu.
- Scroll down to the Form Templates section and select Form Template Management.
From the Form Template List,
- select the Customer Form you wish to amend.
The Edit Template page will display.
Removing fields from the Customer Form
To remove fields from the Form Group (fields that are currently displayed),
- drag and drop them into the Hidden Fields box.
In the example below, I have removed the ‘Salutation’ field and it has been replaced with a blank space.
An alternative way to remove a field from a template via the Visible/ Hidden field button.
- Hover over the field you wish to amend and select Edit.
- Untick the Visible/ Hidden field and click OK.
Again, the removed field will appear in the Hidden Fields section, with a blank space appearing in Form Group.
Reordering the Fields
Once you have removed the fields you do not want to display on the form you can reorder the fields to be used. This is done by dragging and dropping the fields to the position you want it to appear.
The screen shot below is an example that has been reordered.
Note: the form works in list order from top to bottom of the column.
Renaming the Fields
You can rename the fields to be more appropriate for your business and or users.
- Hover over the field you want to change the name of and click Edit.
In the example below, we are editing the ‘Add1’ field.
- Type the new title of the field in the Label box.
- Press OK to save the change.
In the screenshot below you can see the change has been made.
Making a Field Mandatory
You can make a field mandatory on your form and force the user to enter a value.
- Hover over the field you want to make mandatory and click Edit.
In the example below, I am going to make the ‘Salutation’ field mandatory.
- Tick the Mandatory* field
- Press OK to save the change.
You can see below that the ‘Salutation’ field now has an asterisk indicating that it is a mandatory field.
Setting a Default value to a field
You can set a default value for a specific field for common options e.g. ‘Country’ field set to ‘United Kingdom’.
- Hover over the field you want to set a default value for and click Edit.
In the example below, I am going to set the default value of ‘Country’ as United Kingdom.
From the appropriate dropdown,
- click on the Default dropdown and select the required default.
- Press OK to save the change.
You can see that the default is now set to ‘United Kingdom’.
Adding a Help Message
Help messages can be added to fields on the Customer Form to help Till Operators understand their purpose or when they should ask customers for this information.
To add a Help Message,
- hover over the specific field you are adding it to and select Edit.
- Click the Help Message box.
- Type in the message text which will display to Till Operators using the form.
- Click OK.
Saving the Form Template Changes
Once you have made all the changes to the template select Save Template located at the bottom of the page.
You will see the message below to confirm your changes have been saved.
Assigning to the Till
Once you have created your new Customer Form you need to assign it to the Till(s) you wish to use it on.
From within the Admin menu,
- locate to the Point of sale section.
- Select Tills.
- Select Edit next to the till you want to display the form on.
From within the Details section of the Edit Till page,
- select the form you have created from the Customer Form Template dropdown.
- Save changes at the bottom of the page
Displayed on the Till
When you search/ add a new customer via the Till the new Customer Form you have assigned is displayed.
Search Form
Add New Form
Pressing Next takes you to the second page of the form.
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