Infinity POS
Customer accounts, special orders and account balances
Some retail is not anonymous. Where customers run accounts, order specially or come back for the same thing, the register has to know who it is serving.
Specified against how the store runs. Nationwide remote implementation.
Can a retail POS system handle customer accounts?
Infinity can manage charge accounts (called Debtors in Infinity) with purchases, payments and configured credit limits. Infinity can prevent a sale that would take a charge account over its limit. Separately, customer orders raised in Infinity POS can create a purchase order or replenishment request, with received stock then allocated to the customer order. Regular customer records (called Other Customers in Infinity) are kept separately and have no line of credit.
The useful distinction is between charge accounts, customer orders and regular customer records. Infinity keeps those as separate workflows with different controls, all in the system rather than in a notebook by the till.
- Charge-account purchases and payments stay togetherInfinity's Debtors module manages those transactions centrally in the account ledger.
- Credit limits can stop an over-limit saleInfinity can prevent a charge that would take the account beyond its configured credit limit.
- Customer orders connect to stockA customer order raised at POS can create a purchase order or replenishment request and be allocated after receiving.
- Regular customers stay separate from credit accountsInfinity's Other Customers records are normal customer records with no line of credit.
Selling on account is a credit decision and this page makes no claim about how yours should be run. The system records and enforces the rules you set; it does not set them.
What it does
What customer records support
Charge accounts, customer orders and regular customer records are separate jobs in Infinity.
Charge accounts and balances
Purchases and payments are managed centrally, with current and aged balances held on the account and a history of what was bought. Infinity calls this account type a Debtor.
Customer orders
An order raised at POS can create a purchase order or replenishment request; received stock can then be allocated to that order.
Credit limits and credit holds
Cash managementA configured credit limit can prevent an over-limit sale, and Infinity also documents a Stop Credit state for putting the account on hold.
Regular customer records
Normal customer records are kept separately from charge accounts and have no line of credit. Infinity calls these Other Customers.
Where account trading goes wrong
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Charge-account purchases and payments are reconciled separately
The account balance becomes harder to explain.
Infinity's Debtors module manages purchases and payments centrally in the account ledger.
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A customer order is disconnected from receiving
Stock arrives without a clear path back to the customer who ordered it.
Infinity can create purchasing or replenishment from the customer order and allocate stock after it is received.
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A charge account exceeds the agreed credit limit
The store extends more credit than the account was configured to allow.
Infinity can prevent the sale when the charge would exceed the configured account limit.
Cash management -
Every customer record is treated like a credit account
Normal customer history and credit controls get mixed together.
Infinity separates regular customer records (Other Customers) from charge accounts; regular customer records have no line of credit.
Reporting
In a demo
What to ask to see in a customer accounts demo
Ask for these in a demo, at the register, the way they happen with a customer waiting.
A charge-account sale at the credit limit
Ask to see what happens when a charge would take the account above its configured credit limit.
A customer order from sale to receiving
Ask to see a customer order raised at POS, the purchase order or replenishment request it creates, and the stock allocation after receiving.
A regular customer record
Ask to see a regular customer record and how it differs from a charge account with credit.
Customer account questions
Can we sell on account?
Yes, where that is how your store trades. The system records balances and enforces the limits you set; the credit decision stays yours.
Can we take special orders?
Yes, recorded against the customer along with what was promised, which is the part a notebook loses.
Can we see what a customer has bought before?
Yes, where sales are rung against the customer record. History follows from that being done consistently.
Can we stop staff exceeding an account limit?
Yes. Who may override a limit is a permission rather than a matter of who is on shift.
Tell us how accounts work in your store
Whether you sell on account, take special orders, and how either is tracked today. That is enough to show what moves into the system.