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Back Office - Menus

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Subjects      

 

Installation & Training      

  • Installation - A guide for installing the complete suite of Swiftpos applications and any others required to support the operation of Swiftpos.
  • Peripherals - Information to assist in the configuring and setting up all the Peripherals in Touch.
  • Training - A guide on how to perform common functions throughout the suite of Swiftpos applications.

 

Keyboard Shortcuts      

The following keyboard shortcuts are available to enhance ease of use:

 

Screens      

 

Main Menu Screen     

 

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To access, start Swiftpos Back Office.

 

Sections      

 

Bookmarks Section     

Select to display the currently bookmarked menu options. Menu options can be bookmarked by right selecting specific menu options and then selecting the Add to Bookmarks option. To remove/sort bookmarked items, right select on any of the items listed in the Bookmarks popup and select from the following:

 

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Toolbar Section     

 

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Menus

 

Information Bar Section     

 

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 The Information Bar contains important details that maybe requested from time to time by Swiftpos Support staff. The information provided here is as follows: 

  • Swiftpos Back Office Version - Displays the current version of Back Office software. Selecting on the version information will display an information prompt as follows:

 

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  • Clerk - Displays the Clerk/Staff Member that is currently logged in.
  • Server - Displays the name and version of the SQL server that is currently connected. Selecting on the SQL server name and version will display an information prompt as follows:

 

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Notes ...

 

If your current version of SQL is not supported, then this prompt will be displayed when initially opening Back Office. Also, the word Unsupported will display as the Server name. 

 

  • Database - Displays the name and version of the SQL Database that is currently connected. Selecting on the SQL Database name and version will display an information prompt as follows:

 

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  • Services - Displays the Swiftpos services icons.

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The colour of the icons indicates their status.
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Green - Indicates the service is running
Red - Indicates the service is stopped

 
The following icons depict the Swiftpos services
Indicator Service
bo-main-menu-1g Messages
bo-main-menu-1h Salse Processing
bo-main-menu-1i Connect
bo-main-menu-1j End of Day
bo-main-menu-1k NetPOS
bo-main-menu-1l Gateway Client
bo-main-menu-1m Cloud Sync
bo-main-menu-1n Service Monitoring
Right select any one of the service Indicators to start/stop or execute the service.

 

Notes ...

 

If any of the above indicators are NOT visible (missing), that could mean either one of the following:

  • That particular service is not currently installed. Refer HERE for more information.
  • Back Office was NOT opened with Run as Administrator selected. Refer HERE for more information.

 

  • Date and Time - Displays the current date and time.

 

Software Updates      

 

Notes ...

 

The appropriate Clerk Group Permissions (as defined in Security Groups) must be assigned in order to use this feature.

 

End of article