This provides an overview of the Customer Sales By Location (#105) POS Key.
Subjects ▲ ▼
About ▲ ▼
What Is Required? ▲ ▼
- Swiftpos v10+
- Ensure the Track X Member Sales option is set in the Location.
- Ensure this POS Key is added to the appropriate Keyboard Layout using the Designer. Refer HERE for more information.
What To Consider? ▲ ▼
- If required, access to this POS Key can be restricted by the Clerk Security feature.
When Is It Used? ▲ ▼
Used to display the current Customer's/Member's previous sales in Touch and also be able to select items/products to add to an order/sale.
How To? ▲ ▼
How To GET STARTED? ▲ ▼
- Review About and ensure the steps outlined HERE are addressed.
- In Keyboard Designer, select the Customer Sales By Location (#105) POS Key that has been added to a Layout.
- Ensure it is given an appropriate Caption. For example, View Member's Previous Sales.
- 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 Screen ▲ ▼
To access, select the More Settings option in Keyboard Designer. Used to select Categories to ensure Products assigned to them are displayed in the Items grid when using this POS Key.
Notes ...
If no Categories are selected (that is, no Categories are displayed in the Selected Categories list, then by default all Products will be displayed in the grid.
End of article ▲