Division windows
Windows used for managing directory contents:
All of these windows are opened from the directory.
Entry window
The entry window is used to enter a new division.
The window is opened by the command from the directory context menu.
The entry window contains the panels Properties, Privilege authorisation, Document prefix and Sales record processing.
New division entry window
Properties panel fields:
-
Name — division name. Required field.
The division name is displayed on terminals, in sales documents and reports.
-
Description — brief description.
-
Guest tab limit — maximum permitted value of an open (unpaid) guest tab in the division.
The guest tab limit is only used with terminals working in mode. When a customer's guest tab value reaches the limit, no more orders can be added to it until the outstanding value of the guest tab is reduced or cleared. Exceeding the limit is permitted only with the confirmation of a specially authorised staff member.
An amount equal to the guest tab limit is charged to the customer in the event of him losing his guest card.
Setting a negative value for the guest tab limit makes the guest card pre-paid. The card balance is paid on entry to the premises and will not be allowed to fall below the specified limit.
-
Sales currency precision — number of decimal places for money amounts.
The value is entered as a whole number. If a positive number is entered, it denotes the number of places after the decimal point, if a negative number is entered it denotes the number of places before the decimal point.
For example, setting a precision of 1 would round up all amounts to the nearest ten pence.
-
Security category — security category for the division. Required field.
The security category enables control over which users can access data relating to the division.
Selection is made in the window.
In order for an employee to have access to data relating to the division, the security category assigned to the division must be included in the access settings configured for that employee's user role.
-
Carry over guest tabs — defines whether open guest tabs can be carried over into the next business day. Required field.
Selection is made from No and Yes. Default value is No.
If No is selected, the business day cannot be closed until all open guest tabs are closed.If Yes is selected, the business day can be closed and all open guest tabs will be carried over into the next business day.
-
Guest tab privilege — privilege which is automatically applied to all guest tabs opened in the division.
-
Auto-order — order automatically added to guest tabs opened in the division.
Selection is made in the window.
The auto-order is automatically added to guest tabs, but items from it can be deleted manually on the terminal.
An auto-order can be used, for example, to take a cover charge.
-
Order confirmation device — name of the device to which order-ready confirmation messages are sent.
-
Service provider — service provider device for routing messages between segments.
Selection is made in the window.
Used when devices at front of house and kitchen are in different segments.
-
Organisation — details of the organisation the division belongs to.
Selection is made in the window.
Used for exporting information to 1Ñ. Details of the organisation must be entered in the directory.
-
Location — territorial location of the division.
Selecting will add the item to the directory and close the entry window. Selecting will close the window without saving the item. Selecting will add the item to the directory without closing the window.
The editor window allows one or more divisions to be edited.
The editor window is opened by the command in the context menu when one or more divisions are selected.
Editor window
If one division is selected, the editor window opens.
Division editor window
The fields are the same as in the window.
Multiple editor window
The multiple divisions editor window opens when more than one division is selected for editing.
The name of the window is . This window includes a panel with a list of the selected divisions.
Multiple division editor window
When multiple divisions are selected for editing, any changes that are saved will be applied to all of the selected divisions.
Privilege authorisation panel in the Division window
The Privilege authorisation panel is used to manage details of devices used in the division to authorise client privileges from external systems.
Privilege authorisation panel in the New division entry window
The Privilege authorisation panel contains a list of the privilege authorisation devices used in the division.
Data grid columns:
-
Division — division in which the privilege authorisation device is used.
-
Privilege authorisation device — name of the privilege authorisation device.
-
Index — defines the order in which privilege authorisation devices are used.
-
Authorisation mode — mode for carrying out client privilege authorisation.
Context menu commands:
-
— add a new privilege authorisation device.
-
— edit privilege authorisation devices.
This command is only available for populated data grids.
-
— permanently delete privilege authorisation devices.
This command is only available for populated data grids.
-
— print out.
-
— contains additional commands for working with data grids.
The , and windows are used for adding, viewing and editing privilege authorisation devices.
The permanent delete confirmation prompt is used when deleting privilege authorisation devices.
Document prefix panel in the Division window
The Document prefix panel is for entering the prefix to be added to document numbers of documents created in the division:
Document prefix panel in the New division entry window
Document prefix panel fields:
-
Value — prefix (string) to be prepended to numbers of documents in the division.
Any value can be entered in this field to be added to automatically generated document numbers for the division.
To automatically add a document prefix to the division number, in the directory, select the required document number format for the selected document type. When creating a document number format in the directory, use the dnf_GetDivisionSignature procedure in SQL queries to get division prefixes.
Sales record processing panel in the Division window
The Sales record processing panel is used to configure processing of sales records in the division:
Sales record processing panel in the New division entry window
Fields in the Sales record processing panel:
-
Processing — whether sales record processing is required. Selection is made from the values Active and Inactive. Default value is Active.
If Active is selected, sales records in the division will be created over the period of time specified in the Interval field. If Inactive is selected, sales records will not be created in the division.
-
Interval — time interval between running sales record processing routine.
Options in the drop-down list in the Interval field:
-
By day close — sales records are created at the close of each business day.
-
Less than a day — sets an interval of less than 24 hours. The interval is specified in the format HH:MM:SS, for example 08:00:00.
-
More than a day — sets an interval of more than 24 hours. The interval is specified in the format DD day(s) HH:MM:SS, for example 3 day(s) 12:00:00.
The default value is By day close.
-
-
Register sales records — method by which sales records are registered. Selection is made from Automatic and Manual.
The default value is Automatic. If this is set, sales records will be created with the status Registered and automatically processed in the storekeeping system. If Manual is selected, sales records will be created with the status Not ready and will not be processed until the Registered status is applied manually.