Set Predefined Number of a Sales Item

  • Updated

One or more of your sales items are often ordered in a certain quantity, or in case of returns, for example, the deposit should be charged in a larger quantity? Predefined quantities of a sales item can save valuable time, especially at busy points of sale, since the desired quantity does not need to be entered individually during the sale. In this How-To, we will show you how to predefine the number of a sales item in enforePOS.

Requirements

Configuration in the Sales Item Navigation

  1. Open Business Account > Configurations in the POS menu.
  2. Tap on the Product Presentation overview. 
  3. Select a navigation. 1_EN.png
  4. Select your manual grid. 
  5. Tap on the sales item whose quantity you want to predefine.2_EN.png⮕ The Edit Custom Grid Item window opens.
  6. Make the following settings in this window: 3_EN.png
    • Custom image: Tap on this field if you want to store an image for the sales item (e.g. 15x beer).
    • Custom name: Tap on this field if you want to assign a name to the sales item (e.g. "15x draft beer").
    • Mode: Tap on this field to determine the quantity.
      • Standard: Select this option if you want the sales item to be loaded into the cash register in single quantity by default.
      • Enter multiple positive: Select this option if you want to manually enter the positive quantity of the sales item in the cash register.
      • Enter multiple negative: Select this option if you want to manually enter the negative quantity of the sales item in the cash register.
        • Reason for payout line item: Tap this field to specify a default reason for the negative quantity of the sales item.

          If you select the No Reason option, you will be presented with a selection of reasons to choose from, depending on the settings in your order taking configuration. You can learn more about this in the Configure Default Reasons for Payout Line Items section.

          How to configure a default reason for a payout line item is explained below in the Configure Default Reasons for Payout Line Items section.

      • Predefined positive number: Select this option if you want to predefine a positive number for the sales item.
        • Number of sales units: Tap on this field to set the predefined number.
      • Predefined negative number: Select this option if you want to predefine a negative number for the sales item.
        • Number of sales units: Tap on this field to set the predefined number.
        • Reason for payout line item: Tap this field to specify a default reason for the negative quantity of the sales item.

          If you select the No Reason option, you will be presented with a selection of reasons to choose from, depending on the settings in your order taking configuration. Read more in the Configure Default Reasons for Payout Line Items section.

          How to configure a default reason for a payout line item is explained below in the Configure Default Reasons for Payout Line Items section.

    • Line Item Editor Mode: Tap this field to specify whether the line item editor should open when you tap the sales item in the cash register.
      • As configured in Order Taking Configuration: Select this option to display the line item editor according to the settings in your order taking configuration.
      • Always show Line Item Editor: Select this option to always display the Line Item Editor.
      • Show Line Item Editor only if necessary: Select this option to only display the line item editor when necessary. This is the case, for example, when the sales item contains variants or options.
  7. Tap on [Confirm] to save your entries.4_EN.png
  8. Tap on [Remove Item] if you want to remove the item from the manual grid.5_EN.png⮕ The following message appears:6_EN.png
  9. Tap on [Yes] if you want to remove the item.
  10. Tap on [No] if you do not want to remove the item.
  11. Tap on [Save] to save the changes to your manual grid.7_EN.png

Configure Default Reasons for Payout Line Items

If you are working with a pre-defined negative number or multiplier and have not entered a reason for the payout line item, you will be given the option to display a selection of default reasons to choose from. In this section, you will learn how to configure the default reasons.

  1. Open Business Account > Configurations in the POS menu.
  2. Select the order taking module. In our example, we choose the Over the Counter module.8_EN.png
  3. Tap on the Line Item tab.9_EN.png
  • Set Default Reason Specification

    You can set whether specifying a reason for a payout line item is mandatory, optional, or not allowed.

    1. Tap on the Selection Mode field.
      ⮕ A selection menu opens.
    2. Choose between the following options:10_EN.png
      • Mandatory: Select this option to make it mandatory to specify a reason for a payout line item.
      • Optional: Select this option to make specifying a reason for a payout line item optional.
      • Not Allowed: Select this option if you do not want to allow specifying a reason for a payout line item.

        This option is selected by default.

  • Select or Deselect a Default Reason for a Payout Line Item

    To select or deselect a default reason for a payout line item, proceed as follows:

    1. Tap on [+ Add reason].11_EN.png⮕ The Add Reason window opens.

      All default reasons are preselected.

    2. Tap on the reasons you want to deselect.
    3. Tap on deselected reasons to reselect them.
    4. Tap on [Confirm] to save your changes.12_EN.png
  • Add and Remove a Custom Default Reason for a Payout Line Item

    To add or remove a custom reason for a payout line item, do the following:
    1. Tap on Edit.svg next to Reasons for Payout Line Items.13_EN.png⮕ The Reasons window opens.

      The left column contains the active reasons, i.e. the reasons you can currently assign to a payout line item. The standard reasons, i.e. the fixed default reasons, are displayed in the right column in the upper area. The custom, or user-defined, reasons are displayed in the lower area.

    2. Tap on [+ Add Custom Reason]. 14_EN.png⮕ The Create Custom Reason window opens.
    3. Choose the type of reason. In our example, we choose Goodwill Refund. 15_EN.png
    4. Tap on the Add name... field. 
    5. Enter a name for the reason.
    6. Tap on [Create Reason]. 16_EN.png
    7. Watch the following clip to learn how to transfer a custom reason to your active reasons or delete a custom reason and then save the changes.
      17_EN.gif

Use Cases in the Cash Register

In this section, we will use a few examples to show you the effect of a predefined sales item number in the cash register.

  • Predefined positive number

    1. Tap on the sales item with the predefined positive number. 18_EN.png⮕ The sales item is added to the basket in the predefined positive quantity. 19_EN.png
  • Predefined negative number

    1. Tap on the sales item with the predefined negative number. 20_EN.png⮕ The sales item is added to the basket in the predefined negative quantity. 21_EN.png
  • Enter multiple positive

    1. Tap on the sales item whose positive quantity you want to enter manually. 22_EN.png⮕ The numeric keypad opens.
    2. Enter the desired quantity. 
    3. Confirm with Return.svg. 23_EN.png⮕ The sales item is added to the basket in the positive quantity entered.
      24_EN.png
  • Enter multiple negative

    1. Tap on the sales item whose negative quantity you want to enter manually. 25_EN.png⮕ The numeric keypad opens.
    2. Enter the desired quantity. 
    3. Confirm with Return.svg. 26_EN.png⮕ The sales item is added to the basket in the negative quantity entered.
      27_EN.png
  • Predefined Quantity and Multiplier

    You can use a sales item with a predefined quantity in combination with the multiplier. We will explain how to do this in the following steps:

    1. Tap on the numeric keypad.
      28_EN.png
    2. Enter the desired quantity.
    3. Confirm with Return.svg.
      29_EN.png
    4. Tap on the sales item with the predefined quantity.
      30_EN.png⮕ The sales item is loaded into the cash register in the quantity that results from the predefined quantity and the multiplier.
      31_EN.png

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