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Repeat Customer Check In
To check in a repeat customer:
Press the New Sale button on the tablet home screen. This will open the Select Customer window.
Select one of the available search options. (The most common search type is the License Plate search and is the default selection.)
After entering your search criteria, press the Search button (binocular icon) Select the customer from the search results.
Select
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This will create the ticket. You are sent back to the main tablet page where you can select Edit Vehicle to view vehicle information and edit if necessary.
Review vehicle information and ChekChart item recommendations. Edit vehicle information where needed. (Scroll to view any additional information available.)
Press Save when done.
one of the following 3 options:
• Option 1 - Press the This Customer This Vehicle button(most common)
• Option 2 - Press the This customer New Vehicle button then enter the new vehicle information (uncommon)
• Option 3 - Press the This Vehicle, New Customer button then enter the new customer information (least common)
After finishing the customer selection, the main menu tabs can be used to add or edit information:
Editing Customer and Vehicle Information
Adding Services
Cashing Out a Customer
Press Edit Customer to enter customer information. (The active ticket’s number will appear in the window bar.)
Enter customer information and press Save when finished.
Add services using the Quick-Add buttons or by pressing All Services and selecting a service from the available list.
After selecting the service, press save to add it to the ticket. To override the price, a passcode must be entered.
After adding the service, review the ticket list to verify that ChekChart item recommendations were matched to inventory. If not, double-tap on the “no match” item, and select an item from your inventory and click Save.
Add more services if needed. You can also use the highlighted buttons below to add a variety of additional items to the ticket.
When the ticket is ready for payment, choose a payment method.
Review customer information and press Save.
Accept the amount by pressing Save. The invoice and static sticker will be sent to printer.
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