{"id":18269,"date":"2023-02-08T19:56:56","date_gmt":"2023-02-09T00:56:56","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=18269"},"modified":"2023-06-16T10:15:32","modified_gmt":"2023-06-16T14:15:32","slug":"automatically-prompt-for-customer-on-the-sales-screen","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/automatically-prompt-for-customer-on-the-sales-screen\/","title":{"rendered":"Automatically Prompt for Customer (on the Sales Screen)"},"content":{"rendered":"\n<h3>When to Prompt for Customer<\/h3>\n<p>You may choose when (or if) Artisan asks for a customer during the sales process. Artisan can ask whenever a new sale is started, at the end of the sale (after &#8220;<strong>Finalize<\/strong>&#8221; and the payment type is selected), or both. Or, you can choose to have Artisan not ask for a customer at all. However, we recommend attaching a customer to a sale so you have proof of their purchase and transaction history.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/Auto-Prompt-for-Customer.gif\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18273\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/Auto-Prompt-for-Customer.gif\" alt=\"\" width=\"1180\" height=\"808\" \/><\/a><\/p>\n<h3>Configure Settings<\/h3>\n<p>To configure these settings, head to &#8220;<strong>Program Options<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h50_41.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18247\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h50_41.png\" alt=\"\" width=\"1174\" height=\"803\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h50_41.png 1174w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h50_41-300x205.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h50_41-1024x700.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h50_41-768x525.png 768w\" sizes=\"auto, (max-width: 1174px) 100vw, 1174px\" \/><\/a><\/p>\n<p>Select &#8220;<strong>Miscellaneous Program Options<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h51_36.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18248\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h51_36.png\" alt=\"\" width=\"830\" height=\"581\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h51_36.png 830w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h51_36-300x210.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h51_36-768x538.png 768w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/a><\/p>\n<p>Select &#8220;<strong>Sales Screen Options<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h52_20.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18249\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h52_20.png\" alt=\"\" width=\"818\" height=\"632\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h52_20.png 818w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h52_20-300x232.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-07_08h52_20-768x593.png 768w\" sizes=\"auto, (max-width: 818px) 100vw, 818px\" \/><\/a><\/p>\n<p>Look for &#8220;<strong>Auto-Prompt for Customer?<\/strong>&#8221; under &#8220;<strong>Cashier Prompting Options<\/strong>.&#8221; Select when, or if, you want Artisan to ask for a customer for the sale.\u00a0<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-08_08h30_47.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18270\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-08_08h30_47.png\" alt=\"\" width=\"799\" height=\"598\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-08_08h30_47.png 799w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-08_08h30_47-300x225.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/02\/2023-02-08_08h30_47-768x575.png 768w\" sizes=\"auto, (max-width: 799px) 100vw, 799px\" \/><\/a><\/p>\n<p>Save your changes.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When to Prompt for Customer You may choose when (or if) Artisan asks for a customer during the sales process. Artisan can ask whenever a new sale is started, at the end of the sale (after &#8220;Finalize&#8221; and the payment type is selected), or both. Or, you can choose to&#8230;<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[287],"ht-kb-tag":[],"class_list":["post-18269","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales-and-orders"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18269","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=18269"}],"version-history":[{"count":4,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18269\/revisions"}],"predecessor-version":[{"id":19851,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18269\/revisions\/19851"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=18269"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=18269"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=18269"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}