POS Transaction Info Grid

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POS Transaction Info Grid

 

POS Transaction Info Grid

The feature enables the user to setup the information that requires to be shown in the POS transaction information view.

To open the screen, choose Administration > Application Setup > POS Transaction Info Grid, the POS Transaction Info Grid List displays.

 

Search Screen

Field

Description/Activity

Id

Enter the section Id to be searched.

Description

Enter the Description for the section to be searched.

Section Type

This shows the section of the grid for which the information is set. The possible sections that can be customized for viewing are:

Customer

Line Item

Quick Button Panel

Caption

Shows the label that is to be shown in the POS transaction information grid.

Subsidiary

Displays the Subsidiary of the POS transaction information searched.(If Subsidiary is enabled)

 

Setup Screen

Select a section from the POS Transaction Info Grid List and click [Edit] to open the POS Transaction Information Grid to add or modify entries.

 

Field

Description/Activity

Header Information

Id

Enter the unique Id for the information.

Description

Enter the Description for the section being defined.

Section Type

This shows the section of the grid for which the information is to be set. The possible sections that can be customized for viewing are:

Customer

Line Item

Quick Button Panel

Click [New] to choose Quick Button Panel to create and to add buttons to that section.

Click [Edit] to add or remove rows from either the Customer or LineItem Section Types.

No other Section Types can be added.

Section Caption

Enter the label to be shown at the POS for the respective section.

Subsidiary

Select a Subsidiary to which the QuickButtonPanel belongs from the list of Subsidiary(s).  Click [...] to open the Subsidiary Search screen and select the Subsidiary.

clip0455This field will be available if Subsidiary is enabled on enterprise and value of field Section Type is ‘QuickButtonPanel’.

Is Default

Marking this as default would default this setup for all the stores that are created subsequent to creating of this record.

Row Count

Enter the number of buttons rows required at the POS.

Column Count

Enter the number of button columns at the POS.

Screen Percentage

Enter the screen percentage that the button panel should occupy on the main transaction screen.

Display Price

Select this option if user wants to display the item price on the quick button panel.

Display Quantity

Select this option if the user wants to display the   on the quick button panel.

Details

Button Type

Choose Button Type as one of the following:-

Product: Choose Product to set a particular product as a Button at the Point of Sale. Clicking this button adds the product directly to the Transaction screen.

Product Group: Choose Product Group to set a Quick Button for a particular Product Group.

Product Category: Choose a Product Category to directly access a particular Product Category at Point of Sale.

Custom: Choose Custom to configure a user defined Button in the Quick Button Panel. The user needs to specify a caption/image for the button and then add child items.  A child item may be a Product button, a Blank button or another button of Custom type.

Blank: A Blank type of button will not require a caption and would simply be rendered as white space or separator. To help organize other buttons this button is not clickable.

clip0456 This is enabled in case the section type is QuickButtonPanel.

Caption Type

In case of QuickButtonPanel, the user can select the value that is to be shown on button in the POS transaction information grid. Each button will correspond to a product. Clicking on the button will insert the product in transaction.

Caption

Enter the label for the field  to be shown at POS.

Value Type

Value Type allows users to select the type of transaction for which this information is to be shown at POS.

clip0457This is only enabled for the Section Type - LineItem.

Value Source

Based on the Section Type, it will show the list of values that can be shown at the POS. For example, if the Section Type is Customer, then the only valid values for values sources are automatically listed as Id, Name, and Company Name etc.

clip0458This is disabled in case the Section Type is QuickButtonPanel.

Product

Select the product for which the quick button is setup.

clip0459This is enabled only for the Section Type: QuickButtonPanel.

clip0460If subsidiary is enabled, Product search will be filtered as per selected subsidiary.

Product Image

Choose a product image to be shown as the button background image for the quick entry button.

clip0461This is enabled only for Section Type: QuickButtonPanel.

Group Number

Enter a specific Group number to classify items into specific group. Products of the same group are displayed together.

clip0462 This is enabled in case the section type is QuickButtonPanel.

Color

Choose a specific color to highlight a button in the panel.

clip0463This is enabled in case the section type is QuickButtonPanel.

Active

Specify the Button is active or not.

clip0464This is enabled in case the section type is QuickButtonPanel.

Font Color

Choose specific font color for button in the panel.

clip0465This is enabled in case the section type is QuickButtonPanel.

Bold

Choose if button text needs to be displayed in bold in the panel.

clip0466This is enabled in case the section type is QuickButtonPanel.

Font Size

Choose specific font size for button in the panel.

clip0467This is enabled in case the section type is QuickButtonPanel.

Caption

Enter the label for the field  to be shown at POS.

Show Blank Row

Select this option to show a blank row in the POS transaction information grid even if the underlying value is blank. E.g. if you want to show a row for the serial number of the product even if the product is not serial controlled.

Buttons

[Add Row]

Adds a new row for the user to setup the values.

[Delete Row]

Deletes the selected Row.

[Up]

Select the field name from the detail section and click Up to move this search criterion up in the sequence.

[Down]

Select the field name from the detail section and click Down button to move this search criterion down in the sequence.

[Add Detail Row]

 

This button is visible only when the Section Type is set to QuickButtonPanel. Clicking this button would create a child level buttons for the selected quick button.

[OK]

The button updates changes to the database and closes the screen.

[Cancel]

The button does not save any changes and closes the screen.

 


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