Redshelf Import Process

To import your Redshlef file to update your E-Books you will need to follow the following steps. This process assumes that the prerequisite steps of exporting your adoption information and sending your list of adoptions to Redshelf have been completed.

Redshelf will send back an email with a link to the file download, the email will look similar to the one below.

On Tue, Jun 8, 2021 at 8:04 AM Alexandra Luna <firstname.lastname@redshelf.com> wrote:

TCS Team,

Here is the file for import:

http://redshelf.attachments.virdocs.com.s3.amazonaws.com/catalogue_store_2021-40_ebook_list.csv_#######.tsv.

Representative

Next you will log to TX.27.1 (RedShelf Import) and fill out the fields

• Enter/Select the store you wish to import for, if you want the import to be active to all stores then enter a ‘*’ in the store field
• Enter/Select the vendor code for Redshelf, this is usually just a ‘R’.
• Enter/Select the correct Ebook Class used in your store.
• Enter in the Access Periods that you want to have available for these ebooks
  • Common day count periods are 60, 90, 120, 180, 360,365
  • ALL can be used for all data
  • P is for Purchase or Lifetime
  • Examples:

• • • Commas are used to create a list of options
      • 90,120,P
      • Imports for 90 day, 120 day and Lifetime (Purchase)
    • A forward slash is used as an OR option
      • 90,120/180, 360/365
      • Imports for 90 day, 120 when available or 180 as a fallback option, 360 days or 365 as a fallback option.
• Copy the URL from the email that you received from RedShelf and paste that in to the ‘Download URL’ field
• Select the ‘R’=Run process

You should see a successful message similar to below.

Once that is done you can run the ‘Batch Print Labels’ (TX.27.2) you will get a prompt to print labels for ‘All’ or ‘Updates Only’ or ‘Exit’

You can also run a report to see a list of all of the Ebooks for a selected store, this will list the Print ISBN, Author, Title Ebook UPC, Ebook Price, and Rental Period.  See example below.

Cash Register Parameters and Settings

Print on Demand

Printing on Demand can be setup on Host or Smartlane registers by navigating to the Register Parameters.
Navigation:
Host Register; POS-3-1
Smartlane; POS-5-3-1
Options:
Y = Suppress printing until the cashier chooses to print
N = Print line at a time
E = Print at the End of transaction
EMAIL = Send email receipts (Host Registers only)

**note: Registers parameters are setup on each register. If they are host based registers the parameters on the host connection are used for the register. If you are setting this parameters for a Smartlane registers they will need to be done on EACH of the registers are parameters can be set differently for each register.

The purpose of this article is to cover the steps a customer can take to sell a gift card online.

The general process is to create fee codes at the desired price points, assign them to a a web catalog, and then generate the unique Gift Card/Voucher code when the order has been completed.

Pre-Requisites

1. Determine the desired price points
2. Determine the correct class code
3. If using an image, have the full image name handy

Create Gift Card Fee Code(s)

1. Navigate to POS-22-23 for Fee Code Maintenance and fill out the necessary fields
2. Add a new code (we recommend at least four digits)
3. Enter a description for the gift card
   1. This will display on the website. We recommend stating the value in the description if multiple price options are used.
4. Assign the appropriate Class Code
5. Flag whether or not the purchase is taxable (typically no)
6. Set Factor to 1
7. Enter the desired amount for Default Amount
8. Set the Voucher Code to GC
9. Enter the name of the image to display in the Image ID field (optional)
   1. Be sure to upload any image assigned to the website under the GM Images directory
10. Repeat as needed for each price point

Add Gift Card Fee to Web Catalog

1. Navigate to POS-22-5 and enter the desired Catalog ID
2. Fill out the required fields if this is a new catalog
3. Add the Fee Code(s) created above in the SKU column
4. Save your changes
5. The price points are now available for purchase on the website
   1. Customers can search or navigate through the catalog to get to the item

Order Fulfillment

When processing the transaction, the clerk will process and activate the Gift Card the same as if it was sold in a regular transaction. The only difference is that instead of prompting for a dollar amount, the fee code automatically populate with a dollar amount.

• In GM Master File (MF) maintenance, bring up an item.
• On the bottom options row, select the ‘UP=UpPrices’ button to update the cost, for the item displayed, from Store 1 to all other stores. The update will only update from store 1 to other stores. When you select the option, the process will run without any further input from the user.

Rental Customer Information Lookup

When you look up a customer for rental or for rental drop off you will see some additional information on the search display screen.

1. If a customer record has ever had a rental, then a ‘Y’ will appear under the “Rnt” column
2. If the customer currently has a rental that has not yet been returned, then a “*Y” will show, again, this is to indicate that the customer record currently has an outstanding rental

Add Image to a Fee Code

If you need to add an image to a Fee code so that you can display that online then

• Log to POS.22.23 “Fee Code Maintenance”
• Enter in the Fee Code
• Enter the image name in the Image Id: field just like you would enter the image name in the GM-MF image name
• Upload the image the same as you would a GM image.

Web Order Confirmation Status Display

To view the current status of a customer confirmation number

• Log to POS.26.26 “Web Order Status”
• Enter in the confirmation number

• You will see 3 columns, ‘Open Order’, ‘Closed Order’, ‘Associated Sales’
• 
  • Open Orders will display the open order, select O=Open Orders and then the line number with the confirmation # to see detailed information about the order.
  • Closed Orders will display if the order has been completed or if it has been deleted. If you select that option, then it will display the information from the original order.
• 
  • Associated Sales will list all of the ‘Sales’ that are associated to the confirmation number, so if the customer ordered 5 items and each item was sold on a different register transaction then there would be 5 associated sales. Select the S=Associated Sales and then the line number to view detailed information about that transactions.

It is recommended to add the BI Transaction Type to the keyboard layout or to the Screen buttons or you can manually type in the BI command in the Transaction Type field in the register.

In the Example below I have added the ‘Balance Inquiry’ button to the screen.

Select the ‘Balance Inquiry’ button, Select the ‘Gift Card’ option as a tender and then enter the gift card number or scan/swipe the card as per your normal options.

To add a Balance Inquiry option to check the available balance on a Gift Card.

Create a Transaction Type of BI, enter the description of BALANCE INQUIRY and the Category of ‘BI’ with the factor of 1 and Taxable of N.

Next on S2=Screen2 enter in |TOT in the ‘Default SKU/FEE/CLASS field and then save the transaction type.

Below are the steps that one of our customers can follow to install and setup the TCS application on a desktop computer. Ideally these steps are performed via a remote session by members of the TCS support team but sometimes that isn’t feasible.

The technical level of these steps are slightly above normal and should be completed by members of IT staff or individuals comfortable navigating directories, installing applications and copying files.

Pre-requisites

There are a handful of items that are required for a new installation of the software. In migration scenarios (switching from an old PC to a new one) the items will already be available on the old PC. It is necessary to contact TCS support to obtain files for a brand new setup.

1. OpenVPN configuration files
2. TCS application with pre-configured connection settings
3. Local administrator rights to install and configure software

Obtain and Install Required Software

1. Download the OpenVPN installer from here
   • Run the installer and select the Customize option.
   • Click the red X on OpenVPN Service and select Entire Feature will be installed on local hard drive
2. Download the TCS application installer from here
   • Run the installer and click next throughout the process. Use the default option on all steps.

Obtain the Configuration Files (Migration Steps)

If migrating from an old PC to a new PC, the configuration files can be copied to a network share, usb thumb drive, etc. and placed on the new PC.

1. Copy the C:\TCS Host (sometimes just C:\TCS) folder
2. Copy the Host Connection shortcut from the desktop
3. Copy the C:\Program Files\OpenVPN\config and the C:\Program Files\OpenVPN\config-auto folders
4. Disable the OpenVPN service
   • Start > Services.msc
   • Right click the OpenVPNService and select Stop
   • Follow the steps in the Cleanup section once the new PC is confirmed working.

Obtain the Configuration Files (New Device)

Email support@total-computing.com requesting the VPN and GUI configuration files

• Please include the name of the end user
• Please include whether this is a brand new computer or if the user is migrating devices

Place the Configuration Files

The steps below cover the scenario where configuration files are sent via email. Essentially the same steps can be followed when copying from an old PC. Just use your thumb drive, network share, etc. as the source vs the emailed zip files.

There will be two zip files included in the email, Host Connection.zip and cust-user-vpn.zip

1. Download both zip files to the destination machine and copy their contents to the correct directories.
2. TCS application
   1. Open the Host Connection.zip
   2. Copy (or drag and move) the TCS Host folder inside the zip file to C:\
      • If you use the “Extract all…” option then set the path to C:\
      • The path to the tcs.exe executable file should be C:\TCS Host\tcs.exe
   3. Copy the Host Connection shortcut inside the zip file to C:\Users\Public\Desktop
3. OpenVPN configuration files
   1. Open the cust-user-vpn.zip file
   2. Copy the contents to C:\Program Files\OpenVPN\Config
   3. Copy the contents to C:\Program Files\OpenVPN\Config-auto

Start and Test

1. Set the OpenVPN Service(s) to start automatically
   1. Start > type services.msc and run Services with admin rights
   2. Verify the following services have a startup type of Automatic.
      1. OpenVPN Interactive Service
      2. OpenVPNService
   3. Restart the OpenVPNService
      1. Right click OpenVPNService
      2. Click Restart
2. Launch and test the TCS application
   1. Double click the Host Connection shortcut
      • If any errors appear than this typically means the folder paths are incorrect
   2. Click the Padlock icon and select the Log on button
3. The application should connect and display the regular login screen. If it does not than please contact TCS support.

Cleanup (Migration Only)

Each VPN configuration is assigned a static IP address. If both the old and new computers connect to the VPN at the same time it will cause a conflict and neither connection will reliably work.

1. (Required) Navigate to c:\program files\openvpn and delete the config and config-auto folders
2. (Highly recommended) uninstall the OpenVPN software via standard Windows mechanisms
3. (Recommended) uninstall the TCS application via standard Windows mechanisms
   • Delete the C:\TCS Host folder and verify that c:\program files (x86)\tcs is removed as well.