The Terminal comprises the platform used to access items, and can be presented in various ways.

Each terminal will be assigned different employee profiles. Many different logins (employees) may be available on a device.

 

1 Terminal Configuration

Menu path:
Point of sales (POS) / Terminals / Settings terminals
Mobile / Point of sales / Terminals / Settings terminals
Point of sales / Terminals / Settings terminals

The Terminal Master must have a Configuration Terminal code assigned, where aspects related to login type, transaction viewing mode, and printing are configured.

apps_pos_terminal_config
Label Description
Code Configuration code
Description Description
Transaction mode Transaction viewing mode

  • Default: 0
  • Values:
    • 0: Family Tree (Grid).
    • 1: Barcode.
    • 2: Family Cart (List).
Cart percentage Cart percentage

  • Default: 40
  • Values:
    • 25: 25%.
    • 30: 30%.
    • 35: 35%.
    • 40: 40%.
    • 45: 45%.
    • 50: 50%.
    • 55: 55%.
    • 60: 60%.
    • 65: 65%.
    • 70: 70%.
Family configuration

To configure the family tree, the logic of the item family structure must be established.

Items by row Items by row

  • Default: 0
  • Values:
    • 0: Automatic.
    • 1: 1.
    • 2: 2.
    • 3: 3.
    • 4: 4.
Item mode Item mode

  • Default: 0
  • Values:
    • 0: Top 10.
    • 1: Ticket.
Show color description Show color description

  • Default: 0
  • Values:
    • 1: Yes.
    • 0: No.
Show VL description Show VL description

  • Default: 1
  • Values:
    • 1: Yes.
    • 0: No.
Countdown (exit) Countdown until exiting cart

  • Default: 0
  • Values:
    • 0: None.
    • 30: 30 sec.
    • 60: 1 min.
    • 120: 2 min.
    • 180: 3 min.
    • 300: 5 min.
    • 600: 10 min.
    • 1200: 20 min.
    • 1800: 30 min.
Calc cashaudith Calculate cash input (for audit)

  • Default: 0
  • Values:
    • 1: Yes.
    • 0: No.
Number of days receipts will be stored in local database Number of days receipts will be stored in local database
Synchronization date Synchronization date

  • Default: CURRENT
Registry user User who entered the registry

  • Default: USER
Registration date Log entry date

  • Default: CURRENT
Update user Last user to modify the registry

  • Default: USER
Update date Date of most recent modification

  • Default: CURRENT
 

1.1 Transaction Mode

Depending on the operations the user wishes to perform, there are three viewing options in the device's main transaction screen:

These three modes are:

  • Family Tree (Grid)

  • Barcode

  • Family Cart (List)

 

1.1.1 Family Tree

This mode is very useful for large volumes of items, organized by family and subfamily.



Family Tree (Grid)
1 (Button) Search by item code or description.
2 (Button) Go to payment screen.
3 (Button) Edit data related to document header (customer, source document, warehouse, etc.).
4 (Button) Go to login window.
5 (Button) Go to options: Grid View, Properties, Pause, Close, Cancel, Menu, Sync Receipts. (Note that these options are described in more detail below.)
6 Customer name, if required for a certain type of document/transaction.
7 Source document name, if required for a certain type of document/transaction.
8 Item image viewer, according to selected item family. Images will include item price (if the item has multiple prices, the lowest and highest will be shown). Images will also show if the item is in stock (strikethrough in the item description if it is not). If the user has set the mode to Top 10, the list of the ten bestselling products on that terminal will be shown.
9 Indicates if item is one of the ten best sellers. Only applicable to Top 10 mode.
10 Family tree item selector.
11 Group of items added to the transaction/document. Each document line contains Delete and Edit buttons (quantity, price, and discount rate can all be edited).
12 (Button) Search by item code.
13 Warehouse name, if required for a certain type of document/transaction.
14 (Button) Document type selector.
15 Name of the company branch to which the Terminal belongs.
16 Receipt number.
 

Options


Grid View (Button) Access the full list of items.
Properties (Button) Search item by properties.
Pause (Button) Halt a document/transaction in progress to start another, and return to the first later.
Close (Button) Go to the payment window.
Cancel (Button) Cancel a document/transaction in progress.
Menu (Button) Access the APPS Core.
Sync Receipts (Button) Access synchronized documents, completed or pending (documents can also be synchronized manually, one by one).
 

1.1.2 Barcode

This mode is better-suited for a less image-focused work environment, like a supermarket or warehouse.



Barcode
1 (Button) Search by item code or description.
2 (Button) Go to the payment screen.
3 (Button) Edit data related to document header (customer, source document, warehouse, etc.).
4 (Button) Go to login window.
5 (Button) Go to Options: Grid View, Properties, Pause, Close, Cancel, Menu, Sync Receipts. (These options are explained in detail above in the Family Tree section.)
6 Customer name, if required for a certain type of document/transaction.
7 Source document name, if required for a certain type of document/transaction.
8 (Button) Search by item code.
9 Group of items added to the transaction/document. Each document line contains Delete and Edit buttons (quantity, price, and discount rate can all be edited).
10 (Button) Search by item code.
11 Warehouse name, if required for a certain type of document/transaction.
12 (Button) Document type selector.
13 Name of the company branch to which the Terminal belongs.
14 Receipt number.
 

1.1.3 Family Cart

This mode is recommended for work environments with large volumes of items, as well as environments where item images and descriptions are important.


List
1 (Button) Search by item code or description.
2 (Button) Go to the payment screen.
3 (Button) Edit data related to document header (customer, source document, warehouse, etc.).
4 (Button) Go to login window.
5 (Button) Go to Options: Grid View, Properties, Pause, Close, Cancel, Menu, Sync Receipts. (These options are explained in detail above in the Family Tree section.)
6 Customer name, if required for a certain type of document/transaction.
7 Source document name, if required for a certain type of document/transaction.
8 Detailed item description.
9 Quantity selector.
10 (Button) Add selected quantities to cart.
11 Preview amount according to quantities selected.
12 First family level, with associated family image.
13 List of items with description and price, and the button [+] to add more quantities.
14 Warehouse name, if required for a certain type of document/transaction.
15 (Button) Document type selector.
16 Receipt number.
17 Name of the company branch to which the Terminal belongs.
18 (Button) Go to item tab, with lists related to the selected item.
 

1.2 Family Configuration

 

1.2.1 Family Parameterization

To set the order of the item family type configuration, the logic of the item family structure must be established.

Each family level's code must have the same number of digits. The pattern followed must be indicated in the terminal's configuration.

Below is an example of how to configure a family tree:

Level 1

00 - T-SHIRTS

01 - BIKING

03 - NAUTICAL SPORTS

04 - JEANS

05 - HIKING

06 - FISHING

07 - SHOES

Level 2 (Shoes)

070 - SOCCER

071 - HIKING

072 - TENNIS

Level 3 (Soccer)

0700 - ADULT CLEATS

0701 - JUNIOR CLEATS


This family structure establishes the terminal's configuration, filling in the "Family Configuration" field with these values: [2,1,1]. The first level consists of two digits, the second level three, and the third level four.


Level 1 Level 2 (Shoes) Level 3 (Soccer)
 

1.2.2 Items per Row

  • Automatic - Adjusts the number of images shown per row, depending on the size of the device.
  • The value can be set to 1, 2, 3, or 4.
1 Item per Row 2 Items per Row
3 Items per Row 4 Items per Row (Automatic)
 

2 Terminal Master

Menu path:
Point of sales (POS) / Terminals / Terminals
Mobile / Point of sales / Terminals / Terminals
Point of sales / Terminals / Terminals

To create a terminal, a device must be identified as such by the user.

The user must be registered in the central wic_conf system. Data referring to a store or a user configuration is associated with a user's terminal.

apps_pos_terminal
Label Description
Connection user Connection user code
Store Store code
Terminal SPT terminal code

  • Case: Upshift
Terminal description Terminal description
Configuration code Configuration code

  • Case: Upshift
Warehouse code

Previously defined in the Warehouse form (Stock folder).

User created User who first added the record

  • Default: USER
Date added Date of record creation

  • Default: CURRENT
  • Case: Upshift
Update user Last user to modify the record

  • Default: USER
Update date Date of most recent record modification

  • Default: CURRENT
  • Case: Upshift