[Revised Jan 09 on Legacy Help]

 Account Cards

A personalised customer ID card can be printed and issued for any Person or Account. Each card has unique barcode and is assigned to a customer (or account). This can be scanned at the time of the sale to bring up the correct person quickly and accurately.

 Printing Your Own Customer ID/Loyalty/Account Cards

These are printed on Dispensary Labels (with the barcode) and can be stuck to a card. Note that Dispensary labels are thermal and will fade in time. They can be cold laminated.

To create your own Customer ID Card

• Go to Sales > New Sale

• Press F7 and search for the customer name and select customer (or create a new customer)

• Go to File, select 'Print Customer Loyalty card'. You will be asked for the card heading that will print on the top of the card. The default is "Customer ID Card". Change this as you like. You can also add an expiry date to the heading eg "Loyalty Card (Exp 31/12/10 )", "PatientID", "Account ID card", etc

• Press OK to print

A computer generated barcode linked to the customer is printed on the label with the customers name.

Professionally Printed Loyalty Cards

These are available from HealthSoft - please call our Help Desk if you are interested.

Professionally printed cards are robust and are printed in credit card size. They are available in a variety of colours including silver and gold with blue or black artwork and type. They can be printed with your pharmacy logo and anything else (eg opening hours you'd like). Please provide us with your own artwork (your label supplier can provide you with the artwork you have on your Dispensary labels). These cards have unique barcodes already printed on them.

When the card is issued, you will need to link the customer to the card.

 Issuing a Customer ID/Loyalty card

•  On the main Sales screen, select 'Edit Person Details'

• Select customer (or create new customer)

• Click on the Card Barcode field and then scan the barcode in from the pre-printed card.

• Select 'OK'

The barcode on the card is now linked to the customer name.

 Note: The barcode can be 8, 12 or 13 digits.

 To use Customer ID Card/Loyalty/Account Cards

 When a customer presents a card, press F7 to highlight the 'Customer' field and then scan the barcode on the card. The customer’s name will appear for the sale. If the customer does not have their card with them, the name or phone number can be entered in the Customer field.

 If the customer is in a club, then sales of any club items will be added to the customer's history.

If the customer is linked to an account , the sale will be charged to the customer account when doing an account sale.