Use the Trade Card facility to quickly use a Debtor Account. The trade card can be scanned at any time within a Sale in POS. This process saves you time and ensures you are using

Save a Trade Card to a Debtor

To save a Trade Card to a Debtor Account, load up the Debtor Entry window (Debtors, Enter Debtors).

Load up the Debtor you wish to link a Trade Card to.

Click on the Settings tab.

Click on the Add Trade Card button.

Type or scan in the Trade Card, then press F9.

You should then see it in the Debtor Trade Card list on the left hand side.

Press F9 to save this information against this debtor.

How to remove a Trade Card number

If you wish to delete a Trade Card from a customer, just press the F11 (Delete Grid Line), when you are in the “Debtor Trade Card” grid.

Yes to delete this line in the grid.

Press F9 to save this change.

Using the Trade Card in POS

In POS, you can scan the trade card anywhere you would normally type or search for a customer, and also anywhere throughout the sale.

For example, you could scan in several items in POS, then ask the customer if they have a Trade Card.

If they do, just scan that card and the system will automatically change the debtor account.

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