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Clear Item (#2)

Touch - POS Key

tpos-pos-keys-clear-item-2-2

 

This provides an overview of the Clear Item (#2) POS Key.

 

Subjects      

 

About     

 

What Is Required?      

  • Swiftpos v10+
  • 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.
  • If required, enforcing Clerks/Staff to provide reasons for the clearing of items/product in an order/sale can be achieved by ensuring that the Enforce Reason Code option has been selected.
  • Ensure this POS Key is added to the appropriate Keyboard Layout using the Designer. Refer HERE for more information.
  • This POS Key will only clear a Media type item/product when it is a Media in the range of 1-29.
  • The Show Cleared Items option must be selected in order for cleared items/products to be displayed in the order/sale.

 

When Is It Used?      

Used to clear an item/product in the order/sale and if necessary, enforce the entry of Reason Codes. The value of the cleared items/products will be recorded for Back Office Audit Reporting.

This POS Key appends the text [Clear] to the description of the item/product and sets the selling price to zero. It is primarily used to clear an item/product from an order/sale that has either been incorrectly added or the Customer/Member has changed their mind and does not want to proceed with the purchase of the item/product. In contrast. items/products are credited in order to correct an order/sale. For example, when a Customer/Member has already received an item/product and is not happy, then the item/product can be credited in order to appease the Customer/Member.

 

How To?      

 

How To GET STARTED?      

  • Review About and ensure the steps outlined HERE are addressed.
  • In Keyboard Designer, select the Clear Item (#2) POS Key that has been added to a Layout.
  • Ensure it is given an appropriate Caption. For example, Clear Item.
  • Select the More Settings option to display the Settings screen.
  • 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      

 

tpos-pos-keys-clear-item-2-1

 

To access, select the More Settings option in Keyboard Designer. Used to configure the settings for the Clear Item (#2) POS Key.

 

  • Enforce Reason Code - Select to enforce the Clerk/Staff Member to select/enter a Reason for cancelling the current sale. Refer HERE for more information.
  • Category List - Select from the Category List the Categories for which this POS Key will be applied to. Use the Add All, Clear, < and > buttons to populate the Selected Categories list to the required Categories.

 

Notes ...

 

This feature can be used to restrict Clerks/Staff to only be able to clear food items/products and not drinks. To be able to clear a Payment / Top Up (#152), then ensure no Categories appear in the Selected Categories section.

 

  • Table Clerk Security - Select to open the Clerk Groups screen and select the Clerk/Staff Groups that will have access to this POS Key.

End of article