ROBOTILL POS Online Help
Point of Sale Software - ROBOTILL - www.robotill.com

Customers and Accounts

Adding a Customer

To add a customer, go to Customers in the Menu from ROBOTILL Manager and click on 'Add Customer'.

Customer

Note: You need to enter a 'Company Name' or a 'Name', all other fields are optional.
  1. The account number will be allocated by ROBOTILL. If you need to use your own account number you can use the ID Number field to allocate an external account number.
  2. If it is a company, you can enter the company name. If it is an individual, you can leave this field empty.
  3. This field is only optional if this is a company and you entered a company name. If it is a company, you can enter the contact person's name in this field. If this is an individual then this field is not optional and will be the person's name.
  4. The address is optional. It can be multiple lines. The address can also be printed on the customer statement.
  5. The limit that you want to allow this customer to buy on credit.
  6. Optional - you can add a password if you want the customer to give a password when purchasing using his account.

Account payments can be done from the POS application and the customer can purchase on account. When a customer purchase on account, the 'Account Payment' till slip will be printed where the customer can sign for the purchase. The account payment slip can be changed in Print Design

Accounts

From the Accounts screen, a list of customers (debtors) with account balances will be displayed. Statements can be viewed and accounts can be credited or debited if needed. In ROBOTILL Manager, from the menu, select Customer > Customer Accounts.

Customer Accounts and Statements

If an account needs to be credited or debited for some reason other than a normal sale or account payment, then the Credit/Debit function can be used in this screen. Select the account, enter an amount and a reason and click on Debit or Credit. Note that even for a debit the positive amount that needs to debited needs to be entered.

To view the customer account or to print a Customer Statement, select the account and in the Statement section select a date range and click on Print or Preview.

The customer statement layout can easily be changed and more fields added by using drap and drop functionality in the Print Design Tool.

Customer Statement Design