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POS Save Requirements

The Save Requirements form is used to determine, per ticket type, what pieces of information are required before saving can occur.  For Quotes and Estimates, users might want to require a name and telephone number, for users who might want to follow up and/or delete lost sales.  Users might want to require a vehicle for work orders or completed work orders so a maintenance history can be accumulated.

Per requirement and per ticket type, determine which pieces of information are required.  Start by highlighting a line and click Edit.  Each ticket type that is currently set (through Tools/System Setup/Ticket Type Setup) will display. 

Click the box the the left of the ticket type, and the selected requirement will be saved.  An amount can also be added (and the ticket type must exceed that amount for the information to be required). 

Click OK to save the information, and then log out and back in for the requirement to take effect.

Let’s require that the Customer Name and Customer Phone be added to all ticket types. 

1.  Go to Tools/System Setup/POS Settings/POS Save Requirements
2. Click on Customer Name, then click Edit.  For this example, the following ticket types are set: Quote, Hold, Pick Ticket, Finalized Ticket.
3. Click the box to the left of each ticket type: Quote, Hold, Pick Ticket, Finalized Ticket.
4. Let’s also set the Amount field to $100.00 for quotes.  A customer name will not be required until $100.00 has been reached.
5. Click OK.
6. Next, click Customer Phone and then click Edit.
7. Click the box to the left of each ticket type: Quote, Hold, Pick Ticket, Finalized Ticket.
8. Let’s also set the Amount field to $100.00 for quotes.  A customer phone number will not be required until $100.00 has been reached.
9. Click OK.
10. Log out and back in.

Now each time a ticket is started, the customer’s name and telephone number will be required (dependent on the settings above).  Keep in mind, quotes can always be retrieved for reporting purposes.  This may be a great way to confirm that you are servicing all of your customers’ needs.

See also