Driver's License Data Scanners

When entering any new Contract, Invoice, Reservation, Quote, order, etc., at the customer number prompt on the document, the Driver's License information can be scanned by a card swipe that reads the magnetic stripe on the card, or a barcode scan of either of the barcode stripes on the back of the license.
Existing customers can be identified, cash customer information can be recorded, or a new customer can be added to your firm's customer file.

In preparation for using the driver's license activate the Prompt for Driver's License/ID feature for the relevant divisions, in the Divisional Contract Parameters.
Set the Use IDScan Image Capture option is set to NO in the Divisional Contract Parameters.

• Mag-Stripe Scan
  This scanner reads the magnetic stripe when the card is swiped and retrieves the information stored on the tracks.
  To setup the Magnetic scan processing, set the number of tracks that your scanners read in Company Information. Mag scanners can have 2 or 3 tracks. Decide on one type of scanner to use for reading driver's licenses and credit cards, throughout the company.

• Barcode Scan
  This process uses a barcode scanner to captures the same information as the Mag-Stripe Scan, but reads one of two types barcodes on the back of the license.
  The top barcode is usually the 1-dimensional scan and the bottom barcode is the 2-dimensional scan that can be read by a programmed scanner.
  Only the bottom 2-Dimensional scan is compatible with Web App or Open Client sessions

  For the Barcode scan, follow that scanner's instruction to program the device, and when the scanner is plugged into the USB port, the computer will automatically download the drivers

  Note: If the license has both the 1-dimensional and 2-dimensional barcode stripes, it is the 1-dimensional stripe that is automatically read first, so when scanning the 2-dimensional barcode, cover a portion of the 1-dimensional barcode stripe with your finger to force the scanner to read the 2-dimensional barcode.

In SRM the License capture screens can be accessed as follows:

• The Driver's License Scan window can then be opened in the new document header screen for Contracts and the Counter Worksheet when the customer number field is left blank.
• In Reservations, or Quotations the customer is often not there so the Driver's License window does not open immediately but can be accessed by pressing the Tab in the Alpha Lookup field of the customer number, or by clicking on the SCAN LICENSE button in the Customer Search window.
• Invoices rarely require an ID scan as they are just purchases, but the Driver's License window can be accessed by pressing Tab in the Alpha Lookup field of the customer number.

Refer to Driver License Scanning from the "Help" library for details on setting up and using Driver's Licence scanning with SRM.

The other related flags that can be set in the Divisional Contract Parameters, include:

USE IDSCAN IMAGE CAPTURE

This is an alternative to the Mag-Stripe card scan and requires a different scanners that retrieves and stores the picture and address information.
This option must be set to NO in order to utilize barcode scanners.
This feature is only available on Windows workstations, and if activated reverts to the Mag-Stripe card scan on Green Screen text workstations.
For more information on this scanner refer to Driver's License ID Image Scanners

SEARCH CUSTOMERS WHEN DRIVER'S LICENSE NOT FOUND

This parameter controls whether the software automatically opens a customer lookup window when a new Driver's License is entered or scanned, allowing the Operator to select an existing Customer #.
The new license number will be added to this customer.

UPDATE CUSTOMER FILE WITH DRIVER'S LICENSE DATA

This parameter controls whether any changes made to the Driver's License name and address information, also update the main customer record in Customer Information.
This can be set to occur for all customers, no customers, or Cash customers only.

An optional driver's license mask can be setup by province or state in Driver's License Masks so that when the license is entered at the counter on the invoice, contract, etc., the dashes do not have to be entered. The sequence of letters and numbers must match the mask for the province/state.
If the province/state code is not listed in this file, no check is made on the license.