Account transactions

1. Log on to Fred NXT POS using your preferred method.
2. Tap next to Search Customer.
3. Begin typing the customer name into the Customer Search field.

   You can search for customer accounts by surname or first name.

4. Tap to select the required customers account.
5. Tap Select.

   The customer account has been added to this transaction and the customer account details are displayed in Transaction screen.

1. Select a customer account to display in the Transaction screen (as described above).

   The Customer Account details - including the Credit Limit and Account Balance - are displayed in Transaction screen.

The customer account details are displayed in the Transaction screen when a customer is selected. Clear your selection, if the customer account has been selected incorrectly, you have finished checking the account balance, or the customer does not want to charge this transaction to their account.

1. Tap next to Clear Customer.
2. At the prompt Are you sure you want to clear the customer from the transaction?, tap Yes.

   The customer has been cleared from this transaction and Fred NXT POS returns to the main transaction screen.

1. Select the relevant Customer Account.
2. Scan or select the items to be purchased.
3. Tap the Customer Account tile.

   The Tender window is displayed. The Total Amount due is automatically populated.

4. Confirm the Customer details once more.
5. Tap Payment Amount tile.
6. Tap OK.

   The transaction is now complete.

   • The receipt is printed.
   • Fred NXT POS returns to the main screen, ready for the next transaction.

   Depending on your receipt format settings one or multiple receipts may print. If a second receipt prints, it may be your store policy to ask the customer to sign one receipt which is retained at the store. Check with your store manager, if you are unsure of the required procedure at your store.