Using No ID Scanner

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Below is the step-by-step process for adding a new customer without using an ID Scanner.

 

new customer button

»Click the New button in the lower right corner of the Customer Listing window.

 

new customer 1

»Fill in the desired customer information on Step 1.
»Click Next to continue or Cancel to quit without saving.

 

new customer 2

»Fill in the desired information about the customer's address and phone on Step 2.
»DBA stands for Doing Business As. This could be the customer's Company Name if they are self employed.
»Click Next to continue, Back to return to Step 1, or Cancel to quit without saving.

 

new customer 3

»Fill in the desired information about a Commercial Customer. This is not necessarily the customer's employer but the company they may be cashing a check for on their behalf. This will be who the check is payable to.
»Click Next to continue, Back to return to Step 2, or Cancel to quit without saving.

 

new customer 4

»Add any desired customer comments on Step 3.
»Click Next to continue, Back to return to Step 2a, or Cancel to quit without saving.

 

new customer 5

»Import a customer image on Step 4 (Primary Image tab).
»Import Image from File allows you to browse your computer to upload an already saved image.
»Import Image from Scanner allows you take a picture using your webcam (if installed and activated).
»Move to the Secondary Image tab to add second image.
»Click Finish to continue, Back to return to Step 3, or Cancel to quit without saving.

 

new customer 6

»Click Yes to confirm you want to save this new customer.
»This can not be undone. However, you can delete the customer at a later date. To view complete details on deleting a customer, please see Delete Customer.
»Click No to return to Step 4.

 

After clicking Yes, the process is complete unless you have a fingerprint reader activated. In that case, you will be then be asked if you would like to add the customer's fingerprint.

new customer 7

»Click Yes to add the customer's fingerprint.
»Click No to save the customer without adding their fingerprint.
»A fingerprint can be added at a later date if desired. To view complete details on how to add a fingerprint at a later time, please see Add/Delete Fingerprint.

 

new fp 1

»On the initial screen, have the customer place his/her finger on the reader.

 

new fp 2

»Once the reader has obtained an image (60% minimum quality), you will be asked to have the customer remove their finger.

 

new fp 3

»Once the image has cleared, have the customer place the same finger on the reader again.
»This is to confirm that a good read was taken during Step 1.

 

new fp 4

»Once the reader has obtained an image (60% minimum quality), you will be asked to have the customer remove their finger again.
»The program will now search the database to make sure an existing match was not found.

 

new fp 5

»The fingerprint will be saved if both prints matched and there were no duplicate prints found.
»Click Enroll Another Finger to add another print to the customer's file.
»Click Close to save the print and exit.

 

new fp 6

»If both prints did not match you will be asked to repeat the above process. To begin the process, have the customer place his/her finger on the reader.
»Otherwise, click Close to exit without saving a fingerprint.

 

new fp 7

»The fingerprint will not be saved if both prints matched but there was a duplicate print found.
»You will then be notified of who these prints are linked to.
»Click Enroll Another Finger to start the process over.
»Click Close to exit without saving a fingerprint.

 

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