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POS Button Types - Miscellaneous Functions

This page describes the following POS Button Types in POS Invoices:
  • Connect to CC Terminal

  • Credit Card Terminal Reports

  • Send Email

  • Senior Citizen Discount
Please refer here for an index of all POS Button Types.

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Connect to CC Terminal

Function
In Sweden, if you are processing credit card payments through Bambora, allows a cashier to attempt to reconnect a till to its credit card terminal if connection is lost.

Requirements
In the Local Credit Card Terminal setting on the till, you must have specified that the Terminal Type is "Bambora".

Workflow
If you know that the connection between the till and the credit card terminal has been broken, click or touch the "Connect to CC Terminal" button to attempt to re-establish the connection.

Credit Card Terminal Reports

Function
In Latvia, if you are processing credit card payments through Verifone, allows a cashier to request and print reports from the credit card terminal.

Requirements
In the row in the POS Button record that adds the "Credit Card Terminal Reports" button to the POS Invoice window, you must use the Code field to specify which report will be called and printed when the cashier presses the button. Enter one of the following options as the Code:
9
End of day report. It is necessary to call and print this report once a day. Usually the report will be sent daily by the bank. If the terminal was not able to receive it, you can use a "Credit Card Terminal Reports" POS Button to request the report. If the report is not printed every day, the terminal will stop processing transactions.

100
Transaction report - X Report that prints the transactions that are in the memory of the terminal that is connected to the till.

101
Journal report - X Report that prints a summary of the transactions that are in the memory of the terminal that is attached to the till.
You will need to add separate "Credit Card Terminal Reports" buttons for each report.

In the Local Credit Card Terminal setting on the till or cash machine, you must have specified that the Terminal Type is "Verifone (Serial/COM)".

You must have entered two records in the Local Machine Serial Port Devices setting in the Technics module as follows:
  1. One record that specifies that the till or cash machine is connected to the Verifone credit card terminal (Device Class = "Credit Card Terminal", Device Model = "Credit Card Terminal Verifone").

  2. One record to specify that the till or cash machine is connected to a Brio fiscal printer (Device Class = "Fiscal Printer", Device Model = "Brio FM32 with Middle Ware (Latvia)" or "Brio FisUSBM with Middle Ware (Latvia)").
Please refer here for details about the Local Machine Serial Port Devices setting.

Workflow
Click or touch the "Credit Card Terminal Reports" button to request and print a report.

Notes
When a cashier clicks or touches a "Credit Card Terminal Reports" button, the relevant report will be requested and then saved in the Credit Card Terminal Reports setting in the Point of Sales module. The report will then be printed on the Brio fiscal printer.

You can also print a Credit Card Terminal Report setting on a conventional printer. Open the Credit Card Terminal Reports setting, open an individual record and then click or tap the Printer icon. Alternatively, use the Credit Card Terminal Report form. Before printing a Credit Card Terminal Report in this way, design a Form Template and assign it to the Credit Card Terminal Report form.

Send Email

Function
Allows a cashier to send an email to a Customer.

Configuration
The Mail must have a sending address. This will be chosen as follows:
  1. If the cashier has a Mailbox, the cashier will be the sender of the Mail and the sending address will be taken from the cashier's Global User or Person record.

  2. If the cashier does not have a Mailbox, the From System Mailbox specified in the Mail and Conference Settings setting in the Email and Conferences module will be the sender of the Mail. The sending address will be taken from the Global User or Person record belonging to the owner of the From System Mailbox.
The Mail will be sent to an address belonging to the Customer. This will be chosen as follows:
  1. If the Customer has a record in the Additional Email Recipients setting in the CRM module, the Mail will be sent to the Contact Persons listed with the Form Type "POS Invoice" in that record.

  2. If the Customer does not have a record in the Additional Email Recipients setting or its record in that setting has no Contact Persons with the Form Type "POS Invoice", the Mail will be sent to the Email Address of the Contact Person quoted in the Primary Contact field in the Contact record for the Customer.

  3. If the Primary Contact does not have an Email Address or there is no Primary Contact, the Mail will be sent to the Email Address specified in the Contact record for the Customer.
The Subject and Text of the Mail will be taken from the record in the Mail Texts setting in the Email and Conferences module in which the Form is "POS Invoices". If the POS Invoice has a Language and the Mail Text record contains a row for that Language, the Subject and Text will be determined by the fields in that row. Otherwise, they will be determined by the fields in the Mail Text header, as follows:
  • The Subject in the mail will be composed from the Subject in the Mail Text record (which should have a trailing space) and the POS Invoice Number. For example, if the Subject in the Mail Text record is "Please find attached Invoice " (with trailing space), the Subject of the Mail will be "Please find attached Invoice XXXX" (where XXXX is the POS Invoice Number).

  • The Text of the Mail will be built up as follows:

    1. The initial text will be taken from the Standard Text record quoted in the First Text field in the Mail Text record.

    2. Depending on the Do not put Record Details in Mail Body option in the Mail Text record, the Items in the Invoice will then be listed, followed by the Invoice totals.

    3. The final text will be taken from the Standard Text record quoted in the Last Text field in the Mail Text record. It is recommended that the first line in this Standard Text record should be a carriage return, to ensure that the text in the mail is neatly spaced.

    If either Standard Text record is in HTML format, the Mail will be in HTML format as well.
To send Mails to Customers, you must be using the External Gateway module, and you must have configured the Email SMTP Server setting. Please refer here for full details about the mailing facilities in Standard ERP.

Workflow
  1. Ensure the POS Invoice has been saved. If you have received payment, the POS Invoice will have been saved automatically. Otherwise, save it using the [Save] button (Win