How to enable it: System Setup
Enable Order Identification
In System Settings > Company Details > Edit > Preferences
Configure Role Options
Role options allow specific user groups to override ID-related warnings and restrictions.
For example, supervisors may be permitted to continue with an order even when an ID has expired.
Maintain ID Types
A configurable List of Values lets you define and manage the ID types available for selection, supporting a “your system, your way” approach.
Go to the list of Values search for "ID Types" Click the blue drop down > edit > add your new ID Type.
Capturing Identification
When creating a new cash customer (or any new customer) from the Accounts Index page or directly from the Order screen, the user can enter the customer’s ID details.
All ID information—including uploaded images and sensitive data—is stored securely and encrypted.
Validating Identification During Order Creation
When creating a new order:
A pop-up will appear, allowing the user to view and validate the customer’s stored ID information.
If the ID has expired, the system will either:
Prevent the user from proceeding and show a warning, or
Allow progression only if the user’s role includes the override permission.
Users can click the thumbnail image to enlarge it and verify the ID more closely.
For convenience, the ID Number field can be used during order creation to search for and locate customers.
Editing Existing Orders
When an existing order is created:
The ID expiry date is clearly displayed to help users identify when updated documentation may be required.
Additional Use Cases
This process also supports workflows where employees must present ID cards to verify their identity—for example, construction companies where staff visit stores or depots and must confirm who they are before equipment is issued.