Swipe
(GlobalSalesArea_PMVIDSwipe)
Swipe or scan the Member's Pass, Key Fob, or ID Card
OR
Enter member information manually using your keyboard and click the appropriate button (Name Lookup or Pass Number Lookup) to process the Lookup
OR
If processing a Daily Visit, skip the lookup field and click Daily Visit.
Buttons on the screen…
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Name Lookup - Runs a Family Member lookup, either by Family Member Last Name, by Family Member Number or by Xref Number.
Notes: This is the Default Option. When entering values manually in the ID Swipe field pressing <Enter> on your keyboard will process the lookup.
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Pass Number Lookup - Runs a lookup by Pass Number.
Note: Custom Screen Design allows you to make the <Enter> key default to Pass Number Lookup in lieu of Name Lookup button if desired. You MUST be running Visit Processing in Attended mode to utilize this functionality. Click Here for step-by-step instructions.
- Daily Visit - Allows you to process a Daily sale. Click this button to proceed to the Daily Pass Selection screen.
- Complete Visit - Used to complete a Visit that requires clerk interaction. Highlight/select the Incomplete Visit in the Visits DataGrid and click Complete Visit. In Visit Processing Incomplete Visits are highlighted in red on the DataGrid.
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Empty Cart - Clears items from the Shopping Cart.
This field is applicable to Visit Processing only. -
Payment/Refund - Takes you to the Payment Screen where you can complete the transaction.
This field is applicable to Visit Processing only. - Cancel Visit - Allows you to cancel a Visit that has been processed. Highlight/select a Visit in the Visits DataGrid and click Cancel Visit to process the cancellation. If Fees are involved you may need to process a Refund.
AutoComplete Transaction (GlobalSalesArea_AutoComplete)
Select this option if you wish to allow the Visit process to complete without having to go through the Payment screen for visits that do not have fees associated with them. This is a good option for expediting the visit process.
De-select this option if you wish to go through the Payment screen when processing a visit regardless of whether fees are involved.
Visits with fees involved must go through the Payment screen. The Auto Complete feature cannot be overridden in this instance.
Note: The default setting for this field (enabled or disabled) is determined by your setting in the Auto Complete Default field for the Process Type you're using on your Visit Profile. For Example: If you're using the Attended Process Type then you would set this field on the Attended Visit Options group of your Visit Profile. If you're using the UnAttended Process Type then you would set this field on the UnAttended Visit Options group etc…
Total Capacity (GlobalSalesArea_VisitCapacity)
You will not visit this field.
This field displays the total capacity of this facility as entered in the Visit Location Capacity field on your Visit profile • Capacity group.
Notes: This field displays only if the value in the Visit Location Capacity field on your Visit profile is greater than 0.
Generally speaking when tracking Visit Capacity it is assumed your passes are set up to Track Visit Sign-Outs (Pass Update • Core Continued screen on the Standard VSI Design).
Remaining Capacity (GlobalSalesArea_RemainingCapacity)
You will not visit this field.
This field displays the total remaining capacity of this facility. Remaining capacity is equal to Total Capacity minus the number of passes currently swiped "in." The value in this field will go up and down in real time as members swipe in and out of this location.
You can also increase your Remaining Capacity through use of Generic Swipe Out buttons if desired. Generic Swipe Out buttons allow you to process blind swipe outs equal to the number you select thus instantly increasing the Remaining Capacity in your building by that number. Whether Generic Swipe Out buttons appear on this screen is determined by your Visit profile • Capacity group. To use Generic Swipe Out buttons enter a comma-delimited list of numbers in the Generic Swipe Out Button Count List field.
Notes: This field displays only if the value in the Visit Location Capacity field on your Visit profile is greater than 0.
Generally speaking when tracking Visit Capacity it is assumed your passes are set up to Track Visit Sign-Outs (Pass Update • Core Continued screen) on the Standard VSI Design.