Account Management Wizard

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

PATH: Point of Sale > Account Maintenance > Account Management Wizard

The Account Management Wizard helps you complete the following tasks.

Task

Description

Inactivate Accounts

This option clears the Active checkbox on the patron's Account Info tab. Inactive accounts do not appear on POS terminals.

Remove PINs

This option removes the PIN from patrons who have an inactive account in Campus.

Inactivate Accounts and Remove PINS

This option simultaneously inactivates patron accounts and removes the PINs.

Adjust balances on Inactive Accounts

This option adjusts inactive account balances to zero.

Transfer Patron Account Data

This option transfers patron(s) account data to a new or existing account. For example, when individual accounts move to a family account or a family account is separating into individual accounts.


Account Management Wizard

 

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