Workstation Setup – Configure Default Customer

Each workstation that has Tradepoint POS 2010 installed on it should have a default customer specified for every individual workstation. A transaction (invoice/order/quote/refund) can’t be initialized without a customer specified and thus the default customer is automatically assigned to every new transaction created by the system – the clerk can change the assigned customer for the transaction by using the Customer Lookup. To configure the workstations and set the default customer, follow the procedure below:

• Launch ‘Tradepoint.POS.Manager’ by double clicking the Tradepoint POS Manager shortcut located on the desktop or by executing the Tradepoint.POS.Manager.exe file located in the Application directory.

• Log into the configuration tool and click on ‘Configure Workstations’.

• From the list of configuration categories, select Customer.

• From the list of configuration options, select ‘Customer – Default Customer’

• From the customer drop-down, select the default customer to assign to the workstation and then hit the Update button to save the changed.