Q: How do I prompt staff to capture customer details for transactions above a certain value?
A: To enable a prompt that requires sales staff to capture customer details for high-value transactions, follow these steps for each sales terminal you wish to configure:
- Navigate to Settings > Sales > Terminals.
- Select the specific terminal you want to enable this for and click Edit.
- Enter the amount in the field that you want to be the threshold for the prompt. For example, if you enter "100", staff will be prompted to add a customer for any transaction over £100.
- Click Save.
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