The Insurance Sales module in retailer allows you to process items purchased by customers but charged to insurance companies. This will allow complete management of your insurance sales through Retailer.

Setting Up an Insurance Company

  1. From the main screen of Retailer, click on Customer -> Customer Screen.
  2. Click on the Add button in the bottom left of the customer screen and enter the Insurer's details.
  3. Tick the Insurance Company tickbox in the top-right corner of the customer screen.
  4. Click on the Other tab, and tick the box for Account Customer.
  5. Click Save.

Processing an Insurance Sale

  1. In the Point of Sale screen, press [Crtl]+[I] on your keyboard.
  2. Select your insurance company from the screen that appears.
  3. Next, select the customer who is getting the item from the list or click Add to add a new customer.
  4. Enter the item that is part of the insurance sale:
    • Scan the barcode or press [Enter] to access the Find Stock Screen.
    • If you end the sale with no items scanned, the amount will be credited to the customer's account.
  5. Once all the items have been entered, click End Sale.
  6. The Insurance Sales screen will now pop up to allow you to enter the details of the sale.
    1. Enter the claim number, value of the claim, the excess amount and discount amount.
    2. You can also add any notes at the bottom of the screen which will appear on the customers account. 
    3. One you have entered all this information, click Finalise.
  7. Click End Sale and invoices will be printed for the customer and the insurance company.
  8. The insured amount will be invoiced to the Insurer's account and any excess or additional amount will be charged to the customer.