Cashup Screen sambapos v5


#29

You can somewhat do that now with tasks. Tasks combined with JSCRIPT and SQL DETAILS tag would be a great way to do that.


#30

No it would backup the same.


#31

Loooking through your database shows you really how much customisation youve done. Particullary like the bar tab not needing an customer entity :slight_smile: youve obviously spent so much time on it. Is their any way of getting the images you used?


#32

@RickH Just as a side question - I downloaded your database but noticed some parts appeared to be incomplete? Actually I was keen to look at the way you handled refunds and your custom keyboard menu, but I notice the refund button to initiate a refund is not there. Obviously I know you wiped all your transaction data from it before uploading but were you aware some other parts were broken as well?

Sorry - not trying to open a can of worms because you uploaded your database and have other questions about it… :wink:


#33

Im in the middle of completed redesigning it, its still a work in progress

Rhe refunds work by adding an item to the ticket, selecting it and pressing the refund button (not currently added to my pos screen setup)

The ticket type will change to refund, ticket state changes to refund, the order state changes to refund and you are asked to select a reason for refund, this also is added as a order state

You will also be asked whether the item is to go back into stock or not so that inventory is updated

Any order added after the first will automatically be assigned a refund state and you will be asked for each order a reason why and if it should be added back into inventory

Then there will be a refund cash and refund card button (not added to current setup yet) that will put the refund amounts into the relevant refund accounts

I also set a similar system for wastage for drink spillages etc. It work the same way (without the reason and inventory questions) then when all wastage is added to the ticket you press the wastage button the “pay” the ticket which updates the inventory and puts the wastage “payment” amount into the wastage account. This way you can track the value of wastage and report on it


#34

Its actually working exactly like the screenshots i did in this topic, ive not changed that setup at all yet i just havent put the refund buttons in my new pos screen or mapped the refund card and cash buttons yet


#35

DB Tools Import File with all the pieces of my version… fill yer boots.

It looks something like this:


DB Tools File:

!WPCO_All.zip (13.4 KB)

Most elements contained in the file are prefixed by WP (Workperiod) or CO (Cashout) or contain as part of their name, the word Workperiod or Cashout. This includes Entity Screens, Automation Commands, Actions, Rules, Reports, etc. For example, these are some of the Rules for each:

If there appears to be anything missing or does not quite seem to work properly, I might have missed an element, or it is specific to my setup that does not exists in yours so it might break. As an example, the Cashcount Report references specific Accounts that you will certainly not have in your system, so you will need to edit that report to remove reference to Accounts that you do not have. I cannot fix this for you - you need to do it yourself. This is precisely why there is not a “default generic” setup for this built into SambaPOS in the first place, which is what I have been trying to explain all along.

But you have the basic pieces you need to get you started. Go ahead and let me know what trouble you might be experiencing and I will try to help you with it. Best to provide screenshots or any potential error messages. Other than that, this is really for studying and learning purposes, so I encourage you to experiment with it and modify it to suit your needs.


If you don’t know what a DB Tools Import file is, it is a TXT file containing Configuration Elements that you can inject into your Database to instantly create necessary pieces for Automation or other types of setups without needing to follow a Tutorial and create everything manually. This is what you do to load it into your DB:

  • extract the ZIP to reveal a TXT file
  • go to Manage > Settings > Database Tools > Tools and click Import from File
  • browse to the location of the TXT file, and select it for Import
  • when the Import is complete, click OK on the dialog that appears
  • login
  • go to town… all the elements are now magically part of your system


End Of Day Cashup and Reconcile Cash Drawer
Cash counting problem
End of day reconciliation
#36

:laughing: Could break the Web’s download compacity with the number of hits! Kim K eat your heart out…


#37

Oke… so i have imported the .txt file, but nothing changed??


#38

If the Import was successful, you should have a black Workperiod button on your Main Menu Navigation Screen as well as a bunch of Actions and Rules in Automation. Clicking this button will take you to the Workperiod/Cashout Screen …

If that is not the case, then you are either missing the Automation Command, or more likely, you have not enabled Custom Navigation in Manage > Settings > Local Settings > Display > Allow Custom Navigation.

##Custom Navigation

After you enable Custom Navigation, you need to go to Manage > Settings > Program Settings > Maintenance and click the button for Create Default Navigation Buttons, then either Logout and Log in or restart SambaPOS …


##Automation Command

I know this is in the Import file, so you should already have this:


#39

Updating the look of my cash up screen, now using automation commands to create my own keypad as i have done on my pos screen instead of using the keypad widget :slight_smile:

More tweaking etc to be done but heres the idea


#40

How do yo do this? Cashing up screen?


#41

anyone here???


#42

just tried to upload @RickH setup but i keep getting the following error


#43

Your downloads folder doesn’t give SQL permission, move location or search for nt service.


#44

Or use microsoft management studio to install the backup thats what i need to do when i transfer database to anojer machine


#45

Moved to DB_bak folder and worked perfectly.

thanks


#46

READ. Import the file I attached. I left instructions in my post on how to do this.

Really?


#47

This is the number one best way to NOT receive help via the forum… :wink:


#48

lol how do change layout