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Credit Item (#4)

Touch - POS Keys

pos-key-credit-itme-4-1

 

This provides an overview of the Credit Item (#4) POS Key.

 

Subjects     

 

About      

 

What Is Required?      

  • Swiftpos v10+

 

What To Consider?      

  • If required, access to this POS Key can be restricted by the Clerk Security feature.

 

Notes ...

 

When Clerk Security is configured for this POS Key such that authorisation is required to credit an item, the authorising Clerk/Staff Member  will now be added to the sale as a comment to ensure authorised credits can be easily searched in the Search Transaction screen by entering the text 'Authorised by Clerk' in the string field when searching.

 

  • If required, Touch operators can be forced to provide reasons for the crediting an item/product. Refer HERE for more information.

 

When Is It Used?      

Used to credit the next item/product added to the sales grid and if necessary, enforce the selection of a reason. To clear items/products from the sales grid, refer HERE.

This POS Key is primarily used to credit items, in order to correct a sale and put the item back into stock.

 

How To?      

 

GET STARTED?      

  • Review About and ensure the steps outlined HERE are addressed.
  • In Keyboard Designer, ensure the Preview Time Clock Data (#145) POS Key is added to a Layout.
  • Ensure it is given an appropriate Caption. For example, Preview Time Clock Data.
  • Select the More Settings option to display the Settings screen and configure the POS Key as required.
  • Once configured, ensure a Full Update is sent to all the Touch terminals that will be using the POS Key. Refer HERE for more information.

 

Screens      

 

Settings      

 

pos-key-credit-itme-4-2-1


 

To access, select the More Settings option in Keyboard Designer. Used to configure the settings for this POS Key.

  • Enforce Reason Code - Select to enforce the selection of a Reason
    • Select from the drop-down list of Reason Code Groups available. Refer HERE for more information.

 

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