Orders by POS terminal document list

Orders by POS terminal document list
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Abstract

TfmOrders

Order window

Additional promotion categories panel in the Order window

Order specification item window

Timed service charge rate in order window

Additional promotion categories panel in the Order specification item window

Additional order item promotion category window

The Orders by POS terminal document list is intended to manage orders created for selected POS terminals.

Location: Sales - Orders - Orders by POS terminal.

Figure 3.45. Orders by POS terminal document list

Data grid columns:

Number – order number.
Icons illustrating numbers are determined by the order status.
Date – date and time the order was created.
Guest tab – guest tab to which the order belongs.
Total – the amount of payment for the order.
Status – order status:
- Not ready – document is open for changes.
- Submitted – the order has been generated and submitted, read-only.
POS terminal – name of the POS terminal on which the order was created.
Promotion category – promotion category applied to the order.
Operator – user name of the employee who took the order.
Employee – user name of the employee who served the order.
External – denotes that the order was moved to Tillypad XL from an external system.
It can be either External or empty. The flag is set automatically and cannot be changed.
Division – name of the division where the order was created.
Business day – business day on which the order was created.

Context menu contains the following commands:

Edit / View (F2) – edits or views existing orders. The Edit / View opens the specification of guest tab orders.
The editor window is opened by the Edit command from the context menu of the Specification panel in the guest tab.
The Edit command is available only in specifications of open guest tabs. If the guest tab has the status Closed, the Edit command in the context menu is replaced with the View command.
Delete (Del) – permanently deletes the selected order.
This command is only available for orders with the status Not ready.
Recalculate promotion – recalculates the amount according to applicable promotion formulas depending on order promotion categories.
Generate bill (Shift+F2) – generates a bill on the basis of orders.
The command is available for orders with the status Submitted, i.e. those orders which items have not been moved to bills (order has been submitted, but its guest tab has not been sent for payment).
Guest tabs – opens the list of guest tabs for the selected orders.
Status – menu with the commands to alter the document status.
When selecting one or more documents with the same status, their current status will not be available in the context menu. When selecting documents with different statuses, all possible statuses will be available in the context menu.
Print (Ctrl+P) – generates print layouts.
Summary functions – menu with the commands to manage summary functions of the data grid.
Additional functions – menu with the commands to operate the data grid.

The New order entry window is used to create a new order. The Order and Orders windows are used for editing.

The Order and Orders windows are used for viewing order specification items from guest tabs with the status Closed.

The New bill entry window is used when generating a bill on the basis of orders.

The permanent delete confirmation prompt with filter is used when deleting orders. Only orders with the Not ready status can be deleted.

When deleting orders the user should specify whether to open associated closed guest tabs and select which documents will be deleted along with orders: bills, receipts, guest tabs, fiscal registrations and authorisation operations.

No order will be deleted if these settings have not been made.

The Promotion recalculation window is used to calculate the total sum for the guest tab associated with the order with all applicable promotions.

Orders are generally managed in Tillypad XL POS . Orders and order items are managed in Tillypad XL Manager using the guest tab specification.

Menu items including timed services are added to the order specification using the New order specification item window.

The Order specification item and Order specification items editor windows are used for editing specification items.

The Order specification item and Order specification items windows are used for viewing order specification items of orders with the status Submitted.

The Select menu item window is used to select a parent for the order specification item.

The New timed service charge rate in order entry window is used to add a new charge rate for the timed services that are already available in the order specification.

The Timed service charge rate in order and Timed services charge rates in orders editor windows are used to edit charge rates of timed services.

The Timed service charge rate in order and Timed services charge rates in orders viewing windows are used to view charge rates of timed services in orders with the status Submitted.

The permanent delete confirmation prompt is used when deleting items from the order specification. The items can be deleted from the specification if the order has the status Not ready.