Added a SH=Sales History to the MF screen, when you select this, the users default store will be used, user can select a different store if more than one is available.

Added a RE=Rental to the MI screen in TX. This option will only display if there is an associated rental master record. When you view the RE=Rental screen it is passing the “Inquiry” through so you are still in Inquiry mode and will not be able to edit any information in the Rental Master record.

In POS.26.13 (Print Pickslips) the ‘Status’ has been modified to have a ?? button and a new option of O,E has been added that will print any un-printed orders regardless as to weather or not it has an ebook only.

Department Sales

Below is an overview of the Department Sales report.

Path: POS-RP-1-5-2

Purpose: Display the gross to net numbers by department.

Output: Date, Department Codes, Department Sales, Department Returns, Department Discounts, Department Markdowns, Department Net, Merchandise Net, Non-Merchandise Net, Non-allocated Discounts, Total Taxes, Transaction Net.

The summary output combines the sales information for the entire day.

The Detailed version breaks the sales figures out by register.

 

Below is an overview of the Store Sales by Store by Register by Date report which is virtually identical to the Store Sales by Store by Date by Interval.

Path: POS-RP-1-4-1 and POS-RP-1-4-2

Purpose: These reports are used to display the number of transactions, dollar amount and item count for a given time period. This can be in detail or summary format, with store and/or date sub totals.

Output: Register, Date, Time Interval (default 30 mins) Time Transactions (transactions in time period), Time LI (line items per time period) Time Sales (dollar amount sold in time period) Time Elapsed (time between sales) Average Tran.Time (average transaction time), Secs Per Line Item, Cust Count (edge case typically not used)

A Summary can be run to get the ending value for each day, but the true value is in the detailed version of the report.

Tech Update March 2022

Updated User and Cashier Maintenance have been combined into one screen.

• Enhanced serial number Maintenance allows for in-depth tracking and creation for General Merchandise
  Creating
  Maintaining
  Receiving
  Ordering
  Selling
  Returns

Tech Update February 2022

Click here for e-book only documentation for Textbooks

ShipEngine parameters can be found here. Also note you will need to setup a ShipEngine account

Tech Update October 2021

Web Order Subject Line:
For detailed instructions on customizing the subject like for your Wed Orders, Click here.

Textbooks new export features:
Click here for feature details and in-depth documentation.

Setting up Reprint-X report in Point-of-Sale:
You will need to add the below Transaction Type to your system.

Path: POS > Transaction Parameters > Transaction Types
When using the new Transaction you will be prompted for the below. *all fields are required

Tech Update September 2021

Also see Smart Suite Release Notes | Zumasys Documentation for summary information

RedShelf Import detailed Instructions

Automated details for importing can be found here

Also see Smart Suite Release Notes | Zumasys Documentation for summary information

Tech Update August 2021

Print on Demand

For detailed instructions for Printing on Demand see Register Parameters

Tech Update April 2021

TotaLink
Setting Time and Date on Ingenico Devices

IPP320 and IPP350 Ingenico Devices
• Press F, 7, 6, 7 on the device’s number pad to access the Bolt S.O.S. menu.
• Press F2 to navigate down.
• Press F3 to navigate up.
• Press O (green button) to select.
• Press < (yellow button) to clear.
• Press X (red button) to cancel or return to the main menu.
ISC-250 Touch Ingenico Devices
• Press +, 7, 6, 7 on the device’s number pad to access the Bolt S.O.S. menu.
• Press + to navigate down.
• Press – to navigate up.
• Press O (green button) to select.
• Press < (yellow button) to clear.
• Press X (red button) to cancel or return to the main menu.
iSMP4 Ingenico Devices
• Press F, 7, 6, 7 on the device’s number pad to access the Bolt S.O.S. menu.
• Press F1 to navigate left.
• Press F2 to navigate down.
• Press F3 to navigate up.
• Press F4 to navigate right.
• Press O (green button) to select.
• Press < (yellow button) to clear.
• Press X (red button) to cancel or return to the main menu.

Tech Update March 2021

TextBooks

Remember with spring break just around the corner:

• Create your Summer and Fall terms now
• Set up and prepare your web faculty adoption notifications

#Buyback

Remember to update the buying guides you plan on using this summer and fall for buyback with the latest versions.

If you or your staff are not receiving buying guide updates and you would like to receive these please email support@total-computing.com.

#General Merchandise

• Added the ability to copy cost and sale prices to any store’s inventory
• Added the ability to update an item’s costs from a single store to all other stores with the same inventory item

Tech Update February 2021

WebStore Update

Added POP-UP ability to promote discount codes and coupons for your WebStore

Student ID’s

Force Student ID for websites with rental textbooks
Once set, web customers will be forced to add Student ID when creating a new account
*All existing accounts will be prompted to add their ID at checkout if a rental item is in their cart
*Custom language can be added to your site for school spirit and branded ID’s

Point-of-Sale Update

Add Image To a Fee Code

To add an image to a Fee code which will display online

• Log to POS.22.23 “Fee Code Maintenance”
• Enter the Fee Code
• Enter the image file 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.

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

Tech Update 1-27-2021

We are proud to announce a new support process that will begin on February 1^st, 2021. We are shifting from our current ShowMyPC support tool to our new ScreenConnect service. ShowMyPC sessions will no longer work and the desktop shortcuts should be removed. This means there will also be changes in the process of getting remote access to assist you.

1. Support agents will initiate the session; customers will no longer be able to start a session preemptively
2. You will then browse to http://support.total-computing.com on the machine that requires assistance
   1. Don’t be alarmed when you are redirected to our Zumasys branded support portal
   2. This website can be bookmarked in your favorite browser for future use
   3. We can also setup a shortcut on the desktop to open the website once we have a session on your machine
3. The support agent will share the session code for you to enter into the “Join with a code” field on the website

Run/Open the client that is downloaded to complete the connection

Added the ability to show images on Pick Slips

The image will be pulled from the same location that your website images are stored in. Pick slips will be emailed to a set email address as a pdf so that you can reprint them if needed. *Contact Support to have this feature setup

 

Setting up Rental Parameters: POS-27-21

The new features here allow you to set your late fee processing type as either a Flat fee or a Daily fee, With the Flat fee, whatever flat fee you set on the item rental master then that is the fee that will be charged regardless of the number of days late. With the Daily fee, the customer will get charged the late fee on a per day basis, the more days late the larger the late fee. 

Rental Late Fees

You now have the ability to allow the system to auto calculate the new and used rental prices using different default percentages, you still have the ability to override the auto calculated prices whenever you wish.
POS-27-21-1

Added Late Fee Processing override option, this will override the Late Fee Processing

Rental Customer information lookup display

looking up a customer for rental or for rental drop off you will see some additional information on the search display screen.
If a customer record has ever had a rental then a ‘Y’ will appear under the “Rnt” column, if they currently have a rental that has not yet been turned in then a “*Y” will show, again this is to indicate that the customer record currently has an outstanding rental. 

Mass Update Replacement and Rental Price

POS-27-24-21

1. Enter your Primary store
2. Enter a secondary store if you have multiple stores
3. Enter a ‘Y’ if you wish to update the Rental Prices using the rental percentages set in POS.27.21, If you enter an ‘N’ then the next 3 fields will be skipped.
4. Enter the Periods that you wish to update,
   1. You can enter P1 (or any other P# option) if you only wish to update the rental price for the titles that have P1.
   2. Enter a line number, such as 1, if you wish to only update line 1 for each rental title master.
   3. Enter ‘All’ to update the rental price for all of each title’s rental line options.
5. Enter ‘Y’ to only update the new rental price if there is an increase, ‘N’ will update the price if it goes in either direction.
6. Enter ‘Y’ to only update the used rental price if there is an increase, ‘N’ will update the price if it goes in either direction.
7. Enter a ‘Y’ if you wish to update the ‘Replacement Prices’. This is used when the TX New/Used prices have increased. You should run after you have seen a lot of price increases, Price increases in TX do not update the rental prices. If you enter ‘N’ the next 2 items will be skipped.
8. If you only wish to update New replacement prices if there is an increase then enter ‘Y’, otherwise enter an ‘N’ and it will update for increases and decreases.
9. If you only wish to update Used replacement prices if there is an increase then enter ‘Y’, otherwise enter an ‘N’ and it will update for increases and decreases.

 

 

 

Tech Update 12-30-2019

Rush Preparation

Close all previous Terms (TX-SU-1-2-2)
Update your Buying Guides (TX-24-21)
Sync your Registers (SL-2) (POS-6-2) Video
Verify your Rental Periods (POS-27-21)
GM End of Period Processing (GM-23)

Webstore Featured Catalog

Setup your catalog to be “Featured” during checkout. (POS-26-2 7.a)

Textbook Discounts

Textbook discount exclusion (TX-MF)

Tech Reminder 11-26-2019

Smartsuite
Detailed Documentation and links in the information below.
*note you much be a registered user to view documentation. If you are not a registered user please register using the top-right login options on this page. 

Closing a Term

• Make sure that close any open terms that are no longer in use. This has the potential to of applying inventory needs to the wrong term for the purpose of ordering, wantlisting and reporting.

Rentals and Buyback

• Setting up your estimated rental returns.
  Auto Calculate Rental Inventory – TX.2.30.1
  Rental Inventory Entry (Make sure you run the Auto Calculate process first and then the manual process for the exceptions) – TX.2.30.2

Buyback preparation

• Make sure you clear out any previous custom parameters for your buyback.
  • Buyback Limits
    • Wholesale
    • Retail
  • Book specific flags
  • Special Price
    • Wholesale
    • Retail
  • Purchases
    • Wholesale
    • Retail
  • Limit Flags

Buying Guide Update.

• It is so important that you have loaded and are running the latest buying guide.
  Instructions on loading the latest buying guide can be found here.

Updating your Textbook Inventory Average Cost.

• When you have completed your buyback make sure that your average cost is recalculated.

Tech Update 10-07-2019

Fixes

Text Books

Enhancements

General Merchandise

Windows 10 Upgrade

We’ve created an article that covers how to determine the version of Windows running on a register, if that register is a valid Windows 10 upgrade candidate and what the upgrade process will entail. You can access that article through this link.

Tech Update 10-23-2019

Fixes

• POS; Resolved the issue with ebook transactions when you aborted a transaction where a partial payment/split tender or a decline of a credit card would generate Activation Code from Redshelf. This fix allows for a clean Exit/Abort of the transaction undoing the Activation Code that was generated by a partial approval.
  • This issue stems from the architecture of the ebook interface and how Activation Codes are generated and when they are created. TCS verifies and gets the Activation Code Prior to Tender select, this can cause a problem when partial payments, declined cards and split tenders are used when the Cashier or Customer decides to Abort or Exit the transaction.
• POS; Resolved the issue of POS Fees being place in the GM source file when the transaction was generated from the webstore. This resolves issues in reports that use the POS Fees Type. POS-RP-1-22&23 Details and Summary
• GM; Removed the canceled PO’s from the Open PO List. GM-RP-3-1&2

Enhancements

• POS; Class Comparison Report now automatically includes transactions that have been moved to history. This allows traversing current and historical files without being prompted. POS-RP-1-3-21 Report Menu Path
• GM; Added the prompt to allow you to select which store in the Open Orders Report. GM-RP-3-1
• POS; Kitchen Printer, This allows for Dinning/Food Services/Cafeteria users print to printers located anywhere in the facility in addition to the Cash Register Receipt. These Receipts can be duplicate receipts or they can be configured to contain any transaction information for employees. Updated Documentation found here *note in the current setup the sku must reside in the POS account for location printing.  

Buyback Preparation

There are several things that you can do ahead of time to help setup a smooth buying experience.
Make sure that you go over all of the preparation and test before your first day of Buyback.

• Update the Wholesale Guides you are planning on using this season. *Details for loading and setting up guides can be found in the Main Text Training Document here.
• Clearing out previous buyback “Flags” *note that buyback isbn specific flags stay in place until they are removed. *Detailed Documentation found here

• Verify your Buyback Season Codes and dates. *Detailed Documentation found here
• Verify your default Wholesaler and any additional alternate Wholesaler has been setup. *Detailed Documentation found here
• Close all of your open terms that you are through with *Detailed Documentation found here
• Verify your calendar dates for Buyback *Detailed here

 

Tech Update 10-10-2019

Enhancements

• POSConnect Datatel Financial Aid Checkout
  If you are a POSConnect Retail Customer contact TCS Support on setting up your real-time Financial Aid Online Checkout
• Adopting GM Items and Fees into your Courses.
  You now have the ability to add unlimited GM items and Fee codes to your online Course Adoptions.
  You can control the GM items and Fees through your regular adoption process. See the updated training documentation for details on setting up and using this new feature here

• You can add multiple images to your online inventory. Instructions

• Coupons, Promo Codes, Vouchers, Gift Certificates and Cards
  Refined our checkout shopping cart process for using multiple types of Promo Codes and Vouchers. Allowing users more control to setup what Classes of Inventory, Specific items and Transaction level controls. Instructions and Documentation.

 

Tech Updates 09-25-2019

Redshelf Returns and Voids are now working correctly within Redshelf.

Enhancements

Printing Pickslips

• In POS.26.13 (Print Pickslips) the ‘Status’ has been modified to have a ??or// button/key. A new option of O,E has been added. This new option will print any un-printed orders regardless as to whether or not it has an ebook only title.

Ecommerce Resume Search Enhancement Web Orders.

• Web orders are now easier to resume via a new search function. Starting a web order will display a prompt that will bring up orders based on the order number, customer name, email or phone number (xxx-xxx-xxxx). The old scroll list can still be accessed by just pressing Enter at the text field.

Instructions for setting up and enabling Web Order Search are be found here.

Rental Inquiry screen

• Customers have stated concerns about the locking of records when looking at the MF for Rental Record information. We added the ability to look at Rental information through the “Master File Inquiry (MI)” Menu instead of accessing rental information through the “Master File (MF)”. The new option in the MI screen is “RE=Rental”

Sales History

• We have added the ability to view the Sales History from the MF screen with SH=Sales History button, made changes to the default Sales History in the Master File to use the users default store. You will still have the ability to browse between your store locations if you have permissions.

 

Resuming Online and Mail Order Transactions

Prerequisite

• The employee resuming the transactions are setup as Cashiers.
• The PC or Register has been setup to run “Back office” or Web orders.

Once you have received your online orders you will need to resume the transactions on the system to fulfill and complete the purchases. *note that the card used to purchase the items is not changed until the resume transaction has been complete at the store. Online orders and the credit cards used for them are only verified valid and are not charged until the online order is completed in the store.

Your register must be open for the day in order to complete web transactions. Referrer to the general cash register training for Opening your register.

1. Select the Transaction type Resume, Tap or Click the touch button, keyboard key or simple type |RES to bring up a listing of all pending orders on the system.
2. Select the order you are completing from the list of suspended transactions displayed.

3. Your order will be displayed on the screen with the items the customer purchased in their online order. Review the items and remove, add or adjust and verify the contents of the order. *note that freight will display on pickup orders as a $0.00 dollar amount.

* If you modify the Freight you must use the Frieght modify option. This will be setup when the webstore and registers for processing online orders were setup (MOF) **

*If you modify the any item in the webtransaction you must use modify buttons that were created during the setup procedures.(MOM)**

*(MOM) and (MOF) are specific modifiers for online orders. Don’t you keyboard shortcuts for modifying web orders. example |LIM (line item modify) this will not work on a web transactions. 

4. Totaling the online order will auto populate the tender code and transaction amount. You don’t need to do any modifications to the tender code unless the customer is using a different payment method than the one they used online to make the purchase.

• Press enter through the tender field.

5. When the transaction is completed you will be prompted to proceed to the Next Transaction or to Reprint the current transaction.

• At this stage in the order fulfillment an email will be sent to the customer notifying them that there order has been completed. *these email setting are setup during the initial setup of the webstore

Mail Order & Online Order with Returns and Transaction Match Tender

Prerequisite

Original Transaction number, date and register. This can be in any form but all of the material is required to complete the return process.

1. On your back office, web register or any machine that has been setup to process web transactions go into the Cash Register function and select MORT, select the mail order return button or key that is setup to perform a mail order transaction.

 

 

2. Input the customer ID or preform a search using the ;user’s name or portion of name.

• You will be prompted for the customer name or ID that preformed the original transaction that you are wanting returning items against.

• If you searched using the ; keyword search, select the appropriate customer to proceed to return items.
• If you input the customer ID the search results should not display and the process should move you past the lookup and allow scanning items for the return.

5. Once you have selected or input the correct customer all you will need to do is scan or type in the items that were on the original order into the sku field.

• Once you have scanned or entered the items that you wish to return on the order and select Total you will be prompted for any shipping charges that you wish you apply to the return.
• You can select a specific amount or select from a shipping table that you have setup or simple exit past this prompt.

• Once you have scanned all of the items to be returned on the online order you will just need to Total the transaction and review the transaction total.
• The Tender and amount should auto populate based off of the original transaction.
• You will press “Enter” to proceed to the step

*note the system will not allow the tendered amount to be greater than the original purchase amount for the order.

**do not change the default tender code unless you are giving back cash or store credit. The tender determines what the cashier is prompted for.

• After you have accepted the tender and amount you will be prompted on how you would like to accept the payment return method.
  1. If the customer is present and has the credit card that they used to purchase the items you can have them swipe into your card reader their card when prompted.
  2. If you choose to refund to the original card that was used for the transaction you would select the “Match” option. You can use the “Match” option even if the customer is present with the original purchase card and the customer will not need to do anything.

*note that not all web registers are equipt with a card terminal.

• Input the transaction information is the only way to match a transaction against the original transaction. All of the inputs must match exactly.
• It is important to note that even though you can have multiple Stations or Registers preforming web order usually all web registers utilize the same web register number.

 

• If the system matches the original transaction you will be prompted to verify the last 4 digits of the original transaction.

*note you can find the last 4 from the email confirmations or by reprinting the original receipt. If you do not have access to that information you may run several sales reports or lookup the transaction under the Mail order Customer Maintenance.

• If the transaction matches and the tender total does not exceed the original purchase amount you will be displayed a message that the adjustment to the customer’s card has been made and the funds will be set to return to their card.

• The last prompt you will receive once the return has been completed is to move onto the next transaction.
• The system should print-off a return transactions receipt.

Suspending & Resuming orders from your Web register

• Any time that you are in a weborder transactions you can EXIT or ABORT to suspend the transaction or delete the transaction.
• When you have selected a way to exit out of the web transaction you will be prompted to “Keep” or “Delete” the transaction. When you select the default option to “Keep” the transaction is restored to its original state so you can access the order at another time.
• You can also select the “Delete” option when exiting your transactions and all of the information will be removed from the system and you will no longer be able to process that order.

*note that if you modify the online web transaction that those modifications will need to be added back as the “Keep” option restores the transaction prior to any of the users changes.

Declined Online Orders

• When you receive a declined response from the transaction when you try to process a web online order you will need to reach out to the customer to inform them that their card has been declined.
• You can use the ABORT, EXIT or SUSPEND options to leave the transaction. Make sure that when prompted to “Keep” or “Delete” the transaction that you select the Keep option until the issue has been resolved.

*Please note that credit cards are not charged until the online order has been fulfilled at your web register.

 

 

The steps below cover how to return a web order. It’s virtually identical to a regular return, with two exceptions; the transaction type and the tender.

These steps also include returning an ebook. That part of this process is the same for web and regular orders as well.

All web returns must be completed from a Host Connection or your regular web order machine.

1. Start by using the MORT transaction type or the return option under your web register
2. Look up the customer
3. Enter the items to return
   1. For an ebook, enter the ebook SKU, or scan the ISBN and select the ebook option (if applicable)
   2. Answer the prompts for the original transaction the ebook was purchased on
      1. This is so that the system can get the access codes and verify if they are valid for return
   3. Confirm the access code is correct
      1. Repeat for any other ebooks
      2. Note that any access code that has already been activated is not a valid candidate for returns per Redshelf.
4. Total the transaction after all items have been returned
5. Select the appropriate shipping amount (if applicable)
6. The tender should default to the transaction amount + tender type
   1. If not, enter the amount followed by the original tender type
   2. e.g. 10.25AR 10.25CC 10.25EL 10.25BL 10.25BLM
7. If a Credit Card was used, select either the Match or Swipe option
   1. Swipe allows the customer to return to a new card. This is rare for web transactions since the customer usually isn’t in the store with their card handy.
   2. The Match option allows you to return the funds to the original card if a card was used on the original transaction.
      1. Answer the the original transaction prompts so the system can obtain the credit card token to use.
8. Press enter and the process is complete.

 

This article will cover how to modify the touch screen buttons and layouts used in the transaction screen. It will also go over how to create new screens, how to assign those screens to specific registers, and how to find the various fees, modifiers, and other values that a button can have.

A couple points of interest before digging in:

1. You can view or re-assign the primary touch screen in use at a register by going to Main Menu-5-3-1 or POS-3-1 on the host for host based registers.
   1. Enter the register number you want to view
   2. Check the top right hand area for the Touch Screen Code field. The value of that field is the primary screen for that register. Note that the field could be truncated. Clicking in the field and highlighting it typically displays the entire value.
   3. Assigning a screen to that field makes that assigned screen the primary screen.
2. Changes to screens should always be done on the host
3. Changes made to a screen will affect every register assigned to use that screen
4. Any updates made to any touch screen will not reflect on a register until:
   1. That register is up to date with the host communication in POS-6-2
   2. The cashier leaves the transaction screen to the main menu, then chooses 1. Cash Register to go back into the transaction screen.
5. Secondary menus are button layouts that cashiers can navigate to. Only the Fixed buttons of a secondary menu are ever displayed.

Transaction Screen Overview

It’s important to first understand the areas of the transaction screen and how they relate to the screen maintenance in POS-3-22. So first, here is a typical touch screen layout:

Changing the Bottom Screen Buttons

Below is the MAIN touch screen layout found in POS-3-22, Touch Screen Codes. This first view are the three tables that control the bottom section of the transaction screen. The F=Fixed Buttons button is what controls the fixed buttons and menu area highlighted in red in the example above.

What makes the bottom buttons unique is that they will change depending on what part of the transaction the user is in. Starting with the Transaction Type, moving to ringing up items and using item level modifiers, then on to tender and transaction modifiers after the transaction has been Totaled.

The “Transaction Types” table is what displays on the bottom of the screen when the cashier is in the Tran Type field.

As soon as they start a transaction, the bottom buttons will change and display the buttons mapped in the “Items & Modifiers” table.

Finally, when the cashier Totals the transaction, the buttons change to the buttons mapped in the “Totals & Modifiers” table.

Changing these buttons is straight forward, but there are some restrictions on the buttons along the bottom of the screen.

1. Only the wording on the button and what it does can be changed.
2. There is a fixed number of buttons
3. The layout cannot be changed
   • Buttons can be “moved” by swapping the label and value between different positions in the list
4. Buttons have to display in the appropriate part of the transaction.
   • e.g. Having a button that discounts the transaction in the “Items & Modifiers” table will never work. A transaction has be totaled (a transaction amount calculated) before the transaction amount can be discounted.
5. The buttons on the bottom of the screen do not change as you navigate to other secondary menus in the Fixed buttons area.
6. The bottom buttons will only display the buttons specified in the primary screen layout.

Instructions on adding or changing a button are below. The steps used in this example are for adding a Post Void transaction type.

1. Navigate the cursor to the existing button to be changed, or empty spot where a button will be added.
   1. Add a line in the Transaction Types table by navigating to the line beneath NO SALE
2. Specify the Label of the button.
   1. This is the text that will appear on the button. So POST VOID
3. Specify the Value of the button
   1. This is what the button does. Buttons can be a:
      1. Transaction Type, which can be found in POS-2-5
      2. A fee, found in POS-22-23
      3. A modifier, found in POS-2-2
      4. An item, enter the SKU of any GM or TX item
      5. A tender code, found in POS-2-4
   2. The Post Void transaction type is PV, so that is what is entered
      1. 
4. Save your changes
5. Now every register that is configured to use the MAIN touch screen code will have the new POST VOID button if they are up to date on their host updates.
   • Cashiers will need exit the transaction screen (|EXIT or use an up arrow in the tran type field) and go back to 1. Cash Register from the menu before that change is applied.

 

Fixed Buttons

The fixed buttons in the main area of the screen allow for greater flexibility compared to the buttons at the bottom of the screen. While the buttons do not automatically change with the flow of the transaction, it is possible to navigate to secondary menus many levels deep, giving manual control to the cashier.

The transaction screen is mapped out in a grid, referenced by it’s columns and rows, and the buttons are drawn using points on the grid. If you press ALT + G you can see the grid as that the buttons are anchored to. Press ALT + G again to toggle the view off. Note that the column starts at 0, not 1.

Referencing the above image, the F=Fixed Buttons screen in POS-3-22 now makes a lot more sense.

The description column is simply a reference to the element on the screen. The Col, Row, Width, Height and Just columns control the dimensions of the element. The label is what displays on the “button” and the effect controls whether or not you can click on the element, if it’s indented, raised, etc.

Referencing the grid view, we can see that the HEADER element is our banner/message at the top of the buttons. It starts at column 1 (furthest left is column position 0), runs 39 positions, has a height of 1 and the label is centered. The Value field can’t be empty so the word “blank” is used and the Effect 3 makes the element non-interactive.

All of the buttons are then mapped out in the grid with their dimensions, labels and values. There are seven different button effects that can be used, with effects 3 and 7 being non-interactive. How each effect appears by default is shown below. Actual color, border, font, etc. is controlled by the GUI properties, Entities tab. The button number is the effect assigned to that button.

To change a Fixed button:

1. Bring up the screen in POS-3-22 and select F=Fixed Buttons
2. Navigate to the Label column and change the wording to match what the button will do.
   • The label is the wording that shows on the button. The text does not wrap.
3. Specify the Value of the button
   1. This is what the button does. Buttons can be a:
      1. Transaction Type, which can be found in POS-2-5
      2. A fee, found in POS-22-23
      3. A modifier, found in POS-2-2
         • Modifiers are entered as PIPE followed by the modifier code. e.g. |IEX to use the Item Exchange modifier.
         • The pipe | character is necessary because the system needs a way to differentiate between a text based item search and actual modifier codes. If IEX were entered as the value the system would search for items that have iex as any part of their description.
      4. An item, enter the SKU of any GM or TX item
      5. A tender code, found in POS-2-4
   2. There are some pretty advanced functions that can be used for the button Value that are covered at the very bottom of this article.
4. Repeat for any additional buttons and save your way out.

Default Menus

It is NOT recommended to re-arrange an existing menu by moving, shrinking or stretching elements. It is MUCH easier and safer to create a new menu by copying from an existing layout with the correct amount of buttons and then customize them as needed. TCS has a number of “default” layouts shown below that can be used to source new layouts from.

Note that these layouts are all named their heading number. e.g. 2X3 is the layout code for the first image with “2X3 HEADING” in the screen header. Contact TCS support if you don’t have these layouts and would like them on your system.

It’s recommended to reserve one button on secondary menus to reset the screen back to the main menu.

Customizing a Menu

This example will cover how to create/customize a new menu and then link the TEST menu to the newly created menu. It’s recommended to temporarily assign any newly created screens to a host based register in POS-3-1 and then test the changes made as that register. The register will be set to ultimately use TEST as it’s primary touch

1. Navigate to POS-3-22 and enter a new code for the new screen
   • This example is going to go over drinks, so DRINKS will be used
2. Select the COPY option and then enter the layout you want to copy from
   • This example will copy from the 3X4 layout so 3X4 is entered.
   • Don’t bother changing any of the three tables of the first screen unless it is going to be assigned as the primary screen for a register.
3. Go to the F=Fixed Buttons and start customizing the menu as needed.
   • The goal is to have a split header (Cold Drinks and Hot Drinks) and to add a button that will return the cashier from this Drinks menu back to the primary menu.
   • The width of the Cold Drinks is shortened to 18 and the label changed.
   • A new line is inserted for the second header
   • The Hot Drinks entity is added, it starts at column 22, stays on the same row 4 and gets a matching width of 18.
   • A MAIN MENU button is added with a value of TEST|MENU
     • TEST will be the primary menu for the back office register
     • The |MENU is a modifier that tells the system go back to the MENU listed in front of the | character.
4. Test the screen once it has been created by assigning the new screen in the Register Parameters
   1. Go to POS-3-1 and enter the back office register number the connection uses
   2. Go to the Touch Screen Code field and change it to match the new code (DRINKS)
   3. Save the changes to the register parameters and go to POS-1 for Cash Register
   4. Verify that the changes are correct.
      • 
   5. Make any necessary changes to the layout in POS-3-22
      1. Add the actual drink items to the buttons
         1. Label each button for the item it will ring up
         2. Set the SKU/Fee/etc. for each button
5. Add a button to the primary (TEST) screen that goes to the new screen (DRINKS)
   1. POS-3-22, TEST screen code
   2. F for Fixed Buttons
   3. Label a button with the new screen code (DRINKS)
   4. The Value will be CODE|MENU (DRINKS|MENU)
   5.  Save your way out
6. Change the primary screen for the register back to the real primary screen (TEST)
   1. POS-3-1
   2. Enter the register number
   3. Change the Touch Screen Code field to TEST
   4. Save the changes
7. Verify that everything has come together in the transaction screen
   1. PSO-1 for Cash Register
   2. Test the buttons

Advanced Values

What a button does can go MUCH further than a single item, transaction type or modifier. Below is a list of different ways a button’s value can be set to accomplish more advanced actions.

1. Values can be “fed” to a modifier to cut down on the amount of prompts a cashier has to respond to.
   1. If the standard discount percentage is 10%, a 10 can be fed to the |DIP (discount item percentage) modifier to automatically discount 10%
   2. The button value would be 10|DIP
2. A : can be used to combine a modifier with an item. Think of it as a “and now” action
   1. Say 5 of an item are always rung up together. A button can be created with 5|QTY:100256
   2. Specify the quantity of 5, and now apply that to item 100256
3. A workflow can be created that leads the cashier through a series of steps
   1. Poor example, but say a combo meal is being sold. The goal is to guide the cashier through 1) selecting the burger 2) selecting any condiments 3) selecting any sides 4) selecting their drink
      1. The burger button is pressed. The button has a value of 100256:CONDIMENTS|MENU
         • The burger is rung up and the cashier is taken to a menu full of condiments
      2. The cashier selects a mayo button, a ketchup button and then clicks on a Next button with a value of SIDES|MENU
      3. Repeat the process through the various menus
4. A |MENU button can reset to whatever the primary touch screen is
   1. RESET|MENU
   2. This can be combined with an item and the : to always reset back to the main menu after ringing up an item.
      1. 100154:RESET|MENU will ring up item 100154 and take the cashier back to whatever the main menu was.

** NEED TO DOCUMENT |QUAL THIS IS DIFFERENT  FROM MEMO. QUAL WILL STACK ITEMS TOGETHER.

The steps below cover how to create matrix items while you are in the middle of creating a purchase order.

1. Start a new PO in GM-1-21
   1. Enter a PO# or enter a period “.” to use the next system suggested number.
   2. Optional: Enter an Alternate # for any third party reference numbers.
   3. Enter the order date.
   4. Enter the vendor number, or do a vendor lookup by entering part of the vendors name.
   5. Optional: If you are a multi-store environment then you can use the Ship To: field to specify a store to ship the merchandise to.
   6. Enter a shipment method in the Ship Via field or select one with the ?? button.
      • Additional shipment methods can be added by clicking the ?? button and then clicking on the Maint button on the bottom left.
      • You will be returned to the PO screen after creating your any necessary shipment methods. Just press Enter at the empty Ship Via Code field.
   7. Optional: Enter any order comments.
   8. Optional: Enter any deadline date in the Must Sip by field.
      • The top section of the PO should now look something similar to this:
2. Start adding items to the PO
   1. After navigating past the Must Ship by field your focus will be moved to the line navigation tool.
      • This tool can be used to display additional lines not currently displayed on the screen. To add new lines to the bottom of the list, insert lines into the middle of the list, more move items in the list.
      • 
   2. Enter a 1 into the text field of the navigation tool to jump to line 1. You can also enter an “A” to add a new line to the PO to the end, if you are at the beginning then it will create the first line.
      • If there was already a line #1, you can enter the next field (2) and it would create a new line for line 2.
      • You can also click on the Add button on the navigation tool but keeping your hands on the keyboard is generally the most effect way to use the system.
   3. At the Item Entry screen you can add an existing item or create a new item and add it to the PO.
      1. To add an existing item, enter the SKU, barcode, vendor catalog ID or part of the items description into the SKU field.
      2. To create and add a new item:
         1. Enter a . into the SKU field
         2. Select MF Entry option.
            • The quick entry is a bare bone item creation screen. Matrix items cannot be added via the quick entry method. Which falls outside the scope of this article.
            • The process is very straight forward however, simply populate the required fields in the Quick Entry screen, save your item, and then you will be taken back to the Item Entry screen where you can specify order quantities, cost, etc.
         3. The system should now be at the regular MF/Item screen to create the new item.
            1. Enter a description for the item
            2. Fill out the required fields: Status Code, Date, Class Code, Unit of Measure (UOM)
               • Also fill out any necessary optional fields, notably any color/size fields, the selling price and any vendor information
         4. Enter the order parameters for the new item
            • None of these fields are required and can be skipped by pressing ESC and then Enter
            • The Buyer Code is used to restrict the purchase of this item to a specific employee.
            • Auto Order Code is used to specify the calculation type. Essentially a collection of parameters, calculations and criteria on when an item should be placed on order via the Auto Orders process.
            • Min and Max can be used to specify a minimum or maximum order quantity
            • Order comments will be added to the PO every time the item is placed on a PO
         5. After saving (pressing enter) at the end of the Order Parameters screen the system goes back to the MF item screen.
         6. Select the U=Matrix button or type U and press Enter
         7. Click on Continue at the notification that the item will be saved before proceeding to the Matrix screen.
         8. Create any child item(s) to add to this matrix set
            1. Select the A=Add option or type an A and press Enter
            2. Select the color and size codes for the first child item
            3. Press Enter at the SKU field.
            4. DO NOT click past the sku field into another field.
            5. DO NOT change the SKU value.
            6. Enter the selling price for the first child item
            7. Continue adding child items by entering their color, size and sell price of the child item(s) until done.
            8. To complete the process press Enter at an empty Color field. Then press Enter or use the =Save option to save the child items.
            9. Once back at the MF Entry screen enter a . into the SKU field and repeat the steps above to create any additional items until done.
            10. Press Enter at the MF Entry screen’s SKU field to bring the system back to the PO Item Entry process
         9. Specify the quantity to order for each child item. The Vendor List and Vendor Cost can also be modified per child item.
            • Press Enter after the last child item. Then press Enter in the Line Item navigation tool to finish editing the child order data.
         10. Press Enter to save the quantities, prices, etc. specified for the child items.
             • M=Modify can be used to go back and change field values.
             • X=Cancel will cancel the ORDER information for this item. The new items will still exist in the system.
         11. The regular Item Entry screen will then be displayed with an overview of the matrix set on the PO.
             • The SKU is the Mother SKU of the matrix set
             • Order Qty is the combined quantity of the child items on order
             • The Vendor List is the list specified in the Mother SKU
             • The Selling Price is the Selling price of the Mother SKU
             • The Discount. % is the vendor list vs vendor cost percentage
             • the Cost is the average of the CHILD items ordered
         12. Add any order or receiving comments. The screen will then display the options to Save, Cancel, Modify Matrix or Cancel Order Qty. Press Enter to save.
         13. The screen will then go back to the PO overview with the items added into line 1. Focus is placed in the Line Navigation tool.
             • The QOrd (quantity ordered) is the total number of child items ordered.
             • The QOut (quantity outstanding) is the number of child items that have not been received and are still outstanding.
             • The Retail and Cost columns will always display MATRIX when a matrix set has been ordered.
             • The Ext Cost (extended cost) is the combined cost of all child items.
         14. Enter a 2 into the line navigation tool or click on the Add button to add another item to the order.
         15. Pressing enter in the line navigation tool will display the options at the bottom of the screen.
             • L=LineItems can be used to navigate to a line item and view the item details, change costs, quantities, etc. for the item on that line.
               • It’s recommended to Save the PO after adding the line items and then go back in to view, modify, etc. to ensure that any work isn’t lost.
             • M=Modify will bring the focus to the top of the PO section to modify the vendor, shipment, comments, etc. fields at the top of the PO
             • C=Cancel Order will cancel the PO and the quantities on order for all items associated with the PO.