This outlines How To Manage Families in Back Office.
Subjects ▼
- When Is It Used?
- What is Required?
- How To Add A Family?
- How To Assign Products To A Family?
- How To Unassign Products From A Family?
- How To Delete A Family?
When Is It Used? ▲ ▼
Used extensively throughout the swiftpos software, Families are groupings of Products and are used, amongst others, to for example, underpin Specials/Promotions, Discounts, Member Campaigns, Mix n Match and Vouchers. They are also used when Venues wish to comply with the legal age of serving alcoholic beverages to patrons, or in Filtered Searches at a Touch terminal. They are also used in the filtering of reports.
A Product can be assigned to multiple Families.
What Is Required? ▲ ▼
- The Clerk/Staff Member tasked with creating Families must have the required security authorisation to be able to perform that task. That is, the Families option must be selected in the Clerk Group Permissions > Products option. Refer to Security Groups for more information.
How To Add A Family? ▲ ▼
In Back Office, do as follows:
- Access the Families menu option in the Products menu.
- Select the New button.
- This will add a new row to the grid of the FAMILIES section on the left hand side of the screen. The new row will automatically be given and ID and a default description of New Family NN, where NN is the ID.
- Select the Description field and enter an appropriate description. For example, Alcoholic Beverages.
- Tab out of the field and select the Save button to save the changes.
- Select the Save button to save the changes.
How To Assign Products To A Family? ▲ ▼
In Back Office, do as follows:
- Access the Families menu option in the Products menu.
- Ensure the Family to which Products are to be assigned to, is selected in the grid of the FAMILIES panel on the left hand side of the screen. For example, select the newly added Family, Alcoholic Beverages.
- In the Available Products section, limit the number of Products displayed in the grid to those that will be assigned to the newly added Family, Alcoholic Beverages. This can be done by making use of the filters and find fields options available above the grid.
- Using the Buttons (+,-,> and <), move/select the Products to be assigned to the newly added Family, Alcoholic Beverages, to the Products In section on the right hand side of the screen.
- Select the Save button to save the changes.
How To Unassign Products From A Family? ▲ ▼
In Back Office, do as follows:
- Access the Families menu option in the Products menu.
- Ensure the Family to which Products are to be unassigned from, is selected in the grid of the FAMILIES panel on the left hand side of the screen. For example, select the newly added Family, Alcoholic Beverages.
- In the Products In section on the right hand side of the screen, limit the number of Products displayed in the grid to those that will be unassigned from the newly added Family, Alcoholic Beverages. This can be done by making use of the filters and find fields options available above the grid.
- Using the Buttons (+,-,> and <), move/select the Products to be unassigned from the newly added Family, Alcoholic Beverages, to the Available Products section,
- Select the Save button to save the changes.
How To Delete A Family? ▲ ▼
In Back Office, do as follows:
- Access the Families menu option in the Products menu.
- Ensure the Family to be deleted, is selected in the grid of the FAMILIES panel on the left hand side of the screen. For example, select the Family, Alcoholic Beverages.
- Select the Delete button to save the changes.
- At the confirmation prompt, select Yes to confirm the deletion of the selected Family.
- The selected row will be removed from the grid of the FAMILIES panel on the left hand side of the screen.
End of article. ▲