Counter : Calling customers
  

Calling customers

There are three ways to call a customer for service:
• Click Call next . This calls the next customer according to the work profile. See “Calling next visit”
• Click Walk in . This calls a customer that has not taken a ticket. See “Calling a customer without a ticket - Walk in” .
• Call a customer out of queue order. This can be done either by clicking on a queue and select a ticket number to call. You can also select a ticket number from your pool to call. See “Calling a customer out of queue order” .

Calling next visit

Click the Call next button to call the next waiting visit according to your work profile. This also closes the ongoing visit.
If you have Store next enabled, this means that the next customer in line, according to your work profile, will be called automatically.
If there is no one waiting to be served at the moment, with Store next enabled, you will see the following message:
If there are waiting customers in your queue and if your service point has been set up as Confirm needed in the Business Configuration of your branch (see the Administrator’s Guide for more information), the following message will appear:
If you click Yes, you can proceed with working with the transaction. Should you instead click No, the following message will appear, giving you the choice to recall, recycle, or call the next customer. Clicking Cancel here would imply that the customer did not show up. If you click Go Back, you will be asked again whether or not the customer has arrived:
To see the options you have once a customer is called, please see “Working with the called visit - the visit card” .

Calling a customer without a ticket - Walk in

A customer without a ticket can be entered into the system and called for service using the walk-in feature. The walk-in feature lets you place a virtual ticket into the service queue of your choice.
A typical scenario is when no one is waiting in line and a customer approaches a counter without first taking a ticket.
The ticket is called immediately following the selection of the service.
To call a customer without a ticket:
1. Click the walk-in icon .
The list of available services is displayed and it is also possible to search for a service:
If your system is configured so that a default walk-in service is set, this page is bypassed and a visit with the default service will automatically be started instead.
2. Select a service. The visit is tied to this service allowing the system to record the transaction. The visit is called and the counter page is displayed.
This visit is only created within the system, no ticket will be printed
3. Handle this visit in the same way as you would with any other visit.
For more information, see “Working with the called visit - the visit card” .

Calling a customer out of queue order

In certain situations, you may want to call customers, even if it is not their turn. This can be done regardless of how your work profile is set up.
It is done in the following way:
1. In the queue area, expand the wanted queue.
You will see all the visits in the queue:
2. Click the visit number that you want to call, select the Call customer action:
Handle the visit as you would handle any other visit, see “Working with the called visit - the visit card” .
You can also pick a ticket from your pool to call. For more information about pools, see “Pools”