Cash - Customising Cash - Revision history

Abrown at 09:32, 20 February 2017

2017-02-20T09:32:47Z

Abrown: /* Deleting Product Types */

2012-07-16T14:12:48Z

Deleting Product Types

← Older revision		Revision as of 15:12, 16 July 2012
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	*Select the product category to delete and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.		*Select the product category to delete and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.


	<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainproducttypes.jpg</center>		<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainproducttypes.jpg</center>


	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/deletebutton.jpg button to delete the product category.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/deletebutton.jpg button to delete the product category.


	====Deleting Product Sub-Types====		====Deleting Product Sub-Types====

Abrown: /* New Product Sub-Category */

2012-07-16T14:12:26Z

New Product Sub-Category

← Older revision		Revision as of 15:12, 16 July 2012
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	*We will select Examination here and then click http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg. This will bring up the existing Examination product category for editing.		*We will select Examination here and then click http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg. This will bring up the existing Examination product category for editing.


	<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainproducttypes.jpg</center>		<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainproducttypes.jpg</center>

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	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button to add the sub-type, it will now appear in the list on the payment method.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button to add the sub-type, it will now appear in the list on the payment method.
	*Click http://91.151.213.84/wiki/images/optisoft/shared/saveicon.png to save the changes.		*Click http://91.151.213.84/wiki/images/optisoft/shared/saveicon.png to save the changes.


	===Editing Product Categories===		===Editing Product Categories===

Abrown: /* Deleting Payment Types */

2012-07-16T14:09:18Z

Deleting Payment Types

← Older revision		Revision as of 15:09, 16 July 2012
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	*Select the payment type to delete and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.		*Select the payment type to delete and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.


	<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainpaymentsubtype1.jpg</center>		<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainpaymentsubtype1.jpg</center>

	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/deletebutton.png button to delete the payment type.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/deletebutton.png button to delete the payment type.


	====Deleting Payment Sub-Types====		====Deleting Payment Sub-Types====

Abrown: /* New Payment Sub-Category */

2012-07-16T14:08:58Z

New Payment Sub-Category

← Older revision		Revision as of 15:08, 16 July 2012
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	*We will select Credit Card here and then click http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg. This will bring up the existing Credit Card payment type for editing.		*We will select Credit Card here and then click http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg. This will bring up the existing Credit Card payment type for editing.


	<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainpaymentsubtype1.jpg</center>		<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainpaymentsubtype1.jpg</center>


	*Click the http://91.151.213.84/wiki/images/optisoft/cash/paymenttypeaddbutton.jpg button to open the Sub Payment dialogue.		*Click the http://91.151.213.84/wiki/images/optisoft/cash/paymenttypeaddbutton.jpg button to open the Sub Payment dialogue.
	*Type in the name for the new payment sub-type in the Description box.		*Type in the name for the new payment sub-type in the Description box.

	http://91.151.213.84/wiki/images/optisoft/cash/maintainpaymentsubtype2.jpg		<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainpaymentsubtype2.jpg</center>

	*Use the Button Colour dropdown box to assign a colour to the new button.		*Use the Button Colour dropdown box to assign a colour to the new button.

Abrown: /* Editing Product Sub-Categories */

2012-07-16T14:08:24Z

Editing Product Sub-Categories

← Older revision		Revision as of 15:08, 16 July 2012
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	*Select the product category that contains the sub-type you wish to remove and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.		*Select the product category that contains the sub-type you wish to remove and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.


	<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainproducttypes.jpg</center>		<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainproducttypes.jpg</center>

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	http://91.151.213.84/wiki/images/optisoft/cash/maintainproductsubtypes.jpg		<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainproductsubtypes.jpg</center>


	*Make the required changes and then click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.		*Make the required changes and then click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.
	*Click the http://91.151.213.84/wiki/images/optisoft/shared/saveicon.png button to save the changes.		*Click the http://91.151.213.84/wiki/images/optisoft/shared/saveicon.png button to save the changes.


	===Deleting Product Categories===		===Deleting Product Categories===

Abrown: /* Payment Types */

2012-07-16T14:07:34Z

Payment Types

← Older revision		Revision as of 15:07, 16 July 2012
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	Optisoft Cash comes pre-configured with a number of standard payment types that are accessible from the Pay button in the till.		Optisoft Cash comes pre-configured with a number of standard payment types that are accessible from the Pay button in the till.

	http://91.151.213.84/wiki/images/optisoft/cash/paymentmethod.jpg		<center>http://91.151.213.84/wiki/images/optisoft/cash/paymentmethod.jpg</center>

	===Adding Payment Types===		===Adding Payment Types===
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	*Select the payment type to edit and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.		*Select the payment type to edit and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.
	*You can then change the properties of the Payment Type clicking the http://91.151.213.84/wiki/images/optisoft/shared/saveicon.png icon to save the changes.		*You can then change the properties of the Payment Type clicking the http://91.151.213.84/wiki/images/optisoft/shared/saveicon.png icon to save the changes.


	==Product Categories==		==Product Categories==

Abrown at 14:06, 16 July 2012

2012-07-16T14:06:25Z

Show changes

Abrown: /* New Payment Sub-Category */

2012-07-16T13:30:22Z

New Payment Sub-Category

← Older revision		Revision as of 14:30, 16 July 2012
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	*Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.		*Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.
	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button to add the sub-type, it will now appear in the list on the payment method.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button to add the sub-type, it will now appear in the list on the payment method.
	*Click http://91.151.213.84/wiki/images/optisoft/shared/saveicon.~~jpg~~ to save the changes.		*Click http://91.151.213.84/wiki/images/optisoft/shared/saveicon.png to save the changes.


	===Deleting Payment Types===		===Deleting Payment Types===

Abrown at 13:29, 16 July 2012

2012-07-16T13:29:23Z

← Older revision		Revision as of 14:29, 16 July 2012
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	===Adding Payment Types===		===Adding Payment Types===


	You can add a new payment type button to the list or you can also add a sub-category to an existing payment type.		You can add a new payment type button to the list or you can also add a sub-category to an existing payment type.





	====New Payment Type====		====New Payment Type====


	Adding a new payment type will create a new first level button on the Payment Type screen.		Adding a new payment type will create a new first level button on the Payment Type screen.



	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen.
	*Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.		*Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.
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	*Use the Button Colour dropdown box to assign a colour to the new button.		*Use the Button Colour dropdown box to assign a colour to the new button.
	*Use the Change checkbox to specify whether change can be provided for the payment type.		*Use the Change checkbox to specify whether change can be provided for the payment type.
	*Use the Voucher checkbox to specify if the new payment type is a voucher. If this is ticked then the payment will appear on the Reconcile Voucher screen and the Voucher reports~~. See Vouchers for more information~~.		*Use the Voucher checkbox to specify if the new payment type is a voucher. If this is ticked then the payment will appear on the Reconcile Voucher screen and the Voucher reports.
	*Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.		*Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.
	*Click the http://91.151.213.84/wiki/images/optisoft/shared/~~savebutton~~.~~jpg~~ button to save the new payment method.		*Click the http://91.151.213.84/wiki/images/optisoft/shared/saveicon.png button to save the new payment method.

	====New Payment Sub-Category====
			====New Payment Sub-Category====

	Adding a new payment sub-category will create a new second level button underneath an existing payment type button. This can be used to group similar payment types together.		Adding a new payment sub-category will create a new second level button underneath an existing payment type button. This can be used to group similar payment types together.
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	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen.
	*Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.		*Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.
	*Click on the Built-In Lists button to provide a list of ~~the~~ payment types ~~on the system~~.		*Click on the Built-In Lists button to provide a list of existing payment types.
	*We will select Credit Card here and then click http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg. This will bring up the existing Credit Card payment type for editing.		*We will select Credit Card here and then click http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg. This will bring up the existing Credit Card payment type for editing.

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	*Use the Button Colour dropdown box to assign a colour to the new button.		*Use the Button Colour dropdown box to assign a colour to the new button.
	*Use the Change checkbox to specify whether change can be provided for the payment type.		*Use the Change checkbox to specify whether change can be provided for the payment type.
	*Use the Voucher checkbox to specify if the new payment type is a voucher. If this is ticked then the payment will appear on the Reconcile Voucher screen and the Voucher reports~~. See Vouchers for more information~~.		*Use the Voucher checkbox to specify if the new payment type is a voucher. If this is ticked then the payment will appear on the Reconcile Voucher screen and the Voucher reports.
	*Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.		*Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.
	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button to add the sub-type, it will now appear in the list on the payment method.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button to add the sub-type, it will now appear in the list on the payment method.
	*Click http://91.151.213.84/wiki/images/optisoft/shared/~~savebutton~~.jpg to save the changes.		*Click http://91.151.213.84/wiki/images/optisoft/shared/saveicon.jpg to save the changes.

	===Deleting Payment Types===
			===Deleting Payment Types===

	You can delete a payment type from the till so that it no longer appears. If you delete a first level payment type then all of the sub-types of that payment will also no longer appear.		You can delete a payment type from the till so that it no longer appears. If you delete a first level payment type then all of the sub-types of that payment will also no longer appear.





	====Deleting Payment Types====		====Deleting Payment Types====


	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen.
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	<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainpaymentsubtype1.jpg</center>		<center>http://91.151.213.84/wiki/images/optisoft/cash/maintainpaymentsubtype1.jpg</center>

	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/deletebutton.~~jpg~~ button to delete the payment type.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/deletebutton.png button to delete the payment type.


	====Deleting Payment Sub-Types====		====Deleting Payment Sub-Types====


	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left hand corner of the screen.
	*Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.		*Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.
	*Click on the Built-In Lists button to provide a list of the payment types on the system.		*Click on the Built-In Lists button to provide a list of the payment types on the system.
	*Select the payment type that contains the sub-type you wish to remove and click the button.		*Select the payment type that contains the sub-type you wish to remove and click the http://91.151.213.84/wiki/images/optisoft/shared/okbutton.jpg button.
	*Select the sub-type in the list box at the bottom of the payment method screen.		*Select the sub-type in the list box at the bottom of the payment method screen.
	*Click the http://91.151.213.84/wiki/images/optisoft/cash/paymenttyperemovebutton.jpg button, and you will see a (d) next to the payment.		*Click the http://91.151.213.84/wiki/images/optisoft/cash/paymenttyperemovebutton.jpg button and you will see a (d) next to the payment.


	<center>http://91.151.213.84/wiki/images/optisoft/cash/removepaymentsubtype.jpg</center>		<center>http://91.151.213.84/wiki/images/optisoft/cash/removepaymentsubtype.jpg</center>


			*Click on the http://91.151.213.84/wiki/images/optisoft/shared/saveicon.png button to remove the payment sub-type.

	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to remove the payment sub-type.

	===Editing Payment Types===		===Editing Payment Types===



	You can edit the existing payment types’ properties. You cannot rename an existing payment type.		You can edit the existing payment types’ properties. You cannot rename an existing payment type.