Credit Card Swipe to Customer Select

V5 Question
21

Sorry for hiding it there but you can use that setting to change that special character to something else.

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4 Likes
22

Well there you have it @royh, you can change the character from x to whatever. @emre, can we just leave that setting blank if it is something we donā€™t use that feature/functionality?

23

Thanks @emre! Much appreciated.

Cheers!

24

Iā€™m implementing this into our bar.

Is there any functionality in which we can load all tickets tied to the customer entity or the first ticket?

I would like for our bartender to reswipe the card to go to the ticket screen, ticket list, or payment screen for when they close out the ticket. We keep cards with our bar tabs and this makes sense, however Iā€™ve been unable to find an action which will support this.

Thanks,
JCR

25

@QMcKay any idea on this?

Iā€™m gone as far to store ticket ID in a program setting at ticket closing. This seems to work slightly, however it would be better if the swipe:

(1) Checked for any status=unpaid under the customer name
(2) Show a ticket list of said tickets
(3) If ticket status!=unpaid under customer name, open a new ticket and change the customer entity

Iā€™m only able to pull up last ticket right now and Iā€™m having difficulty with using a single rule to constrain the rules that choose between display ticket and change ticket entity.

Thanks for any help,
JCR

26

There are Actions for all of those things.

Display Ticket
Display Ticket List
Display Payment Screen

You need to look at the parameters of each of those Actions to see what they support by way of filtering.

  • You swipe the card and the Entity is known.

  • Use a Report Tag to get a count of Unpaid Tickets based on the Entity and store that in a Program Setting.

  • Use a Report Tag to get a list of Unpaid Tickets based on the Entity. Have the Report return only Ticket Id(s), and store that in a Program Setting.

  • Check the Ticket Count Program Setting:

  • if there are 0 Tickets, use Create Ticket Action to create a new Ticket with the Entity assigned to it.

  • if there is only 1 Ticket, use Display Ticket Action to display the Ticket using the Ticket Id from the list (the list will contain a single Id).

  • if there is more than 1 Ticket, use Display Ticket List Action to show all Tickets having a State of Unpaid and filtered by the Entity Name
    .

27

Thanks for the input. Iā€™ll work on it tonight.

JCR

28

Iā€™m pretty far. I have:

(1) Ticket count reporting correctly
(2) Ticket list/ticket ID working

Whats not working:

(1) Action constraints (I feels like nothing constrains)

Results from the ticket count: True result = ticket numbers, False results = ā€œ-ā€. Iā€™ve tried every combination to constraint the actions.

(2) Ticket list doesnā€™t seem to display a ticket list

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Any ideas on the constraints and the ticket list?

Thanks,
Joe

29

You need to split it into 2 Rules. In the first Rule, set the Program Settings that do not need Constraining. Fire the rest of the Actions in a second Rule.

You cannot set Program Settings and then use them as Constraints in the Actions that follow. This is because all Action Constraints are evaluated at once when the Rule is triggered. That is, the Program Settings used in the Constraints could be empty, or could be retaining a value from the last time the Rule was run.

So you need an Execute Automation Command Action after all the Program Settings, and in the Rule for that ExecAMC, your Constraints will work for the Actions contained therein.

30

Thanks @QMcKay. I thought it might be something to that effect. It seemed like the constraints would work intermittently. Iā€™ll take care of this again tonight.

JCR

31

Opening a tab or tab list is working fine, but Iā€™m unable to open a new ticket and assign the customer entity. There seems to be something not working as I would expect. I should add that Iā€™ve added different actions trying to get it function. I originally though I could get away with, cancel orders, close ticket, change ticket entity, but Iā€™ve been trying anyway possible. Hereā€™s the flow and result:

(1) Inside a customer with multiple tickets: a new ticket is created, however no customer entity shows on the ticket even though the ticket is refreshed. When closing a ticket the new customer does show up under Customer Tickets with no orders on it.

(2) Inside a customer with a single active ticket: a new ticket is created, customer does not show assigned on ticket. Then when closing the new ticket shows under Customer Tickets and the ticket that I was in does not show under customer tickets, but can be located under the ticket lister.

Iā€™ve tried many variations and canā€™t see to figure it out.

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32

After rearranging, still canā€™t get Change Ticket Entity to work within the same process which closes a current ticket.

33

@Jesse Hey Jesse. I think maybe I have to change this flow and just have another automation for open tab, but I havenā€™t heard anything on it.

I think Iā€™ve narrowed it down. I canā€™t seem to:

close ticket -> new ticket -> change ticket entity

or

close ticket -> change ticket entity

the change ticket entity doesnā€™t seem to work.

Any ideas?

JCR

34

Sorry but I canā€™t understand what your trying to do.

35

It might not make a difference, but confidence of this type of thing bothers me:

'{SETTING:tab_unpaidtickets}'!='-'

Strive to explicitly use the TN() function when you are comparing numbers. Non-numeric strings such as '-' will return 0 always, so do this instead:

[=TN('{SETTING:tab_unpaidtickets}')] != 0

ā€¦ and ā€¦

[=TN('{SETTING:tab_unpaidtickets}')] == 0