Customer Purchase History with Display/Print Ticket

V5 Tutorial
3

This is a short version of the Customer Purchase History with Display/Print Ticket. Same as the above posts, but without the explanations.

Report (1 of 2): Customer List
Report Name: CPH-Customers Report
Page Size: 500
Display in Report Explorer: (unchecked)
Visual Printing: (unchecked)
Template: 
[#Customers:1,1,1,1,1,1,1,1,1]
>Name|Organization|Phone|City|Address|State|Zip Code|Email|Primary
{REPORT ENTITY DETAILS:EC.First Name,EC.Last Name,EC.Organization,E.Name,EC.City,EC.Address,EC.State,EC.Zip Code,EC.Email,E.Name:(ET=Customers):{0} {1}|{2}|[=F(TN('{3}'),'(###) ###-####')]|{4}|{5}|{6}|{7}|{8}|{9}}

Report (2 of 2): Customer Purchase History
Report Name: CPH-Customer Purchase History
Page Size: 500
Display in Report Explorer: (unchecked)
Visual Printing: (unchecked)

Template:

[#Customers Purchase History:1,1,1,1,1]
>Date/Qty x Items|Ticket #/Price|Tkt Type/Ext|Tkt Total|Ticket ID
@{REPORT TICKET DETAILS:T.TicketNumber:(TEN.Customers={LOCAL SETTING:STG_CPH-Primary})::,}
{REPORT TICKET DETAILS:T.Date,T.TicketNumber,T.TicketType,T.TotalAmount,T.Id:T.TicketNumber="$1":[=FD('{0}','MM/dd/yyy - ddd')]|{1}|{2}|${3}|{4}}
{REPORT ORDER DETAILS:O.Quantity,O.MenuItemName,O.Price,O.ExactTotal,T.Id:T.TicketNumber="$1":     {0} x {1}|   $ {2}|   $ {3}||{4}}
[= '{REPORT TICKET DETAILS:T.TicketNumber:(TEN.Customers={LOCAL SETTING:STG_CPH-Primary})::,}' == '' ? '' : '    ------------------------------  |  ----------  |  ----------  |  ----------  |' ]
{REPORT TICKET DETAILS:T.ItemCount.sum,T.TicketAmount.count,T.TotalAmount.sum:(TEN.Customers={LOCAL SETTING:STG_CPH-Primary}):Items\: [=F('{0}','0')]    Ticket Count\: {1}<!rn>Avg Itm\: $[=F(TN('{2}')/TN('{0}'),'0.00')]   Avg Tkt\: $[=F(TN('{2}')/TN('{1}'),'0.00')]|||Total\: $ {2}}

{REPORT TICKET DETAILS:EC.First Name,EC.Last Name,EC.Organization,EN.Customers.asc:(TEN.Customers={LOCAL SETTING:STG_CPH-Primary}):{0} {1}}
{REPORT TICKET DETAILS:EC.Organization.asc:(TEN.Customers={LOCAL SETTING:STG_CPH-Primary})}

Actions (4)

CPH Refresh Purchase History Report (1 of 4)
Action Name: CPH Refresh Purchase History Report
Action Type: Refresh Custom Report Widget
Widget Name: wdg_Customer Purchase History
Report Name: CPH-Customer Purchase History
Report Parameters: (blank)
Date Filter: [:date filter]
Reset Cache: True

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Display Ticket (2 of 4)
Action Name: Display Ticket
Action Type: Display Ticket
Ticket Id: [:Ticket ID]

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CPH Print Ticket (3 of 4)
Action Name: CPH Print Ticket
Action Type: Execute Print Job
Print Job Name: Print Bill
Print Ticket: True
Update Ticket Number: Flase
Ticket Ids: [:Ticket IDs]
Hight Priority: (blank)
Order State Name: (blank)
Order State: (blank)
Order State Value: (blank)
Order Tag Name: (blank)
Order Tag Value: (blank)
Ignore Selected Orders: (blank)
Parameters: (blank)
Copies: (blank)

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Ask Question - Generic (4 of 4)
Action Name: Ask Question - Generic
Action Type: Ask Question
Question: [:Question]
Buttons: [:Buttons]
Description: [:Description]
Automation Command Name: [:Automation Command Name]
Execute Command In Background: [:Execute Command In Background T/F]
Background Color: [:Background Color]
Transparent Color: [:Transparent Color]
Multi Select: [:Multi Select T/F]
Inactivity Command Name: [:Inactivity Command Name]
Inactivity Timeout Seconds: [:Inactivity Timeout Seconds]
Execute Inactivity Command In Background: [:Execute Inact Comm in Background T/F]

image
image818×530 26.8 KB

Rules (3)

CPH-Run Purchase History Report (1 of 3)
Rule Name: CPH-Run Purchase History Report
Event Name: Automation Command Executed

Custom Constraint List
Execute Rule If: Matches
Automation Command Name Equals CPH_Purchase History Report

---- Actions ----

Action (1 of 3): CPH Refresh Purchase History Report
Constraint: ‘{LOCAL SETTING:CPH_DateBEG}’ != ‘’ && ‘{LOCAL SETTING:CPH_DateEND}’ != ‘’
date filter {LOCAL SETTING:CPH_DateBEG} <> {LOCAL SETTING:CPH_DateEND}

* To add a second of the same action you will need to right click in the left box and select “Display All Values” option.

Action (2 of 3): CPH Refresh Purchase History Report
Constraint: ‘{LOCAL SETTING:CPH_DateBEG}’ != ‘’ && ‘{LOCAL SETTING:CPH_DateEND}’ != ‘’
date filter {LOCAL SETTING:CPH_DateBEG} <> {LOCAL SETTING:CPH_DateEND}
Action (3 of 3): Ask Question - Generic
Constraint: ‘{LOCAL SETTING:CPH_DateBEG}’ == ‘’
Question You are running a report dating back to the start of the system.\r\r This may take a while to complete.</bold>\r <bold>Continue?</bold>
Buttons Yes=Yes,No=No
Description Yes = Sit back and wait.\rNo = Fill in Start & End dates.
Automation Command Name CPH_Puchase History Report2
Execute Command In Background T/F (blank)
Background Color Orange (or choice)
Transparent Color (blank)
Multi Select T/F (blank)
Inactivity Command Name (blank)
Inactivity Timeout Seconds (blank)
Execute Inact Comm in Background T/F (blank)

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90pNR0ocFU915×657 30.6 KB

CPH-Run Purchase History Report2 (2 of 3)
Rule Name: CPH-Run Purchase History Report2
Event Name: Automation Command Executed

Custom Constraint List
Execute Rule If: Matches All
Automation Command Name Equals CPH-Run Purchase History Report2
Command Value Equals Yes

---- Actions ----

Action (1 of 2): CPH Refresh Purchase History Report
Constraint: ‘{LOCAL SETTING:CPH_DateEND}’ == ‘’
date filter (enter the date of your ticket # 1)** <> {DATE}

** You will need to enter the date you started using SambaPOS. The report will use this date to run the report. You can find the date in Tickets and rolling back the date until you see ticket #1, or the lowest number under the Number column.

Action (2 of 2): CPH Refresh Purchase History Report
Constraint: ‘{LOCAL SETTING:CPH_DateEND}’ != ‘’
date filter (enter the date of your ticket # 1)** <> {LOCAL SETTING:CPH_DateEND}

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P2p8kUJ8wh749×631 30.9 KB

CPH Print Ticket (3 of 3)
Rule Name: CPH Print Ticket
Event Name: Automation Command Executed

Custom Constraint List
Execute Rule If: Matches
Automation Command Name Equals CPH Print Ticket

---- Actions ----

Action (1 of 1): CPH Refresh Purchase History Report
Constraint: (blank)
Ticket IDs [:CommandValue]

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Automation Commands (1)

General Settings tab
Name: Customer Purchase History
Category: Navigation
Button Header: Customer Purchase\rScreen
Color: #FF4F81BD (or your choice)
Font Size: 26
Confirmation: None
Execute Once: unchecked
Clear Selection: checked
Toggle Values: unchecked
Values: (blank)
Navigation Settings tab
Symbol: (choice)
Image: (blank)
Auto Refresh: 0
Tile Cache: 0
Navigation Module: Entity
Navigation Module Parameters: Customer Purchase History
Template: (blank)
Mappings tab
Mappings: * * * * * * Display on Navigation

Drawing 4
Drawing 5

Drawing 6
Drawing 6982×98 7.31 KB

Entity Screen (1)

Navigate to Manage->Entities->Entity Screens->Add Entity Screen (right side of the screen)
Name: Customer Purchase History
Button Header: (blank)
Ticket Type: (your default ticket)
View Mode: Custom
Search Value Replacement Pattern: (blank)
— —
Appearance tab (no changes)
Entity List tab (no changes)
Details tab (no changes)
Mappings tab (none)

Drawing 3
Drawing 31166×1010 48.2 KB

Entity Sceen Widgets (11)

Label Widgets (1 & 2 of 11)

Properties

Field 1st Label 2nd Label
Name: (blank) (blank)
X: 550 735
Y: 0 0
Height: 50 50
Width: 115 115
Zindex: 0 0

Settings

Field 1st Label 2nd Label
Text: Report Start Date: Report End Date:
Border thickness: 1 1
Background color: #00FFFFFF #00FFFFFF
Border color: #FFA5A5A5 #FFA5A5A5
Foreground color: #FFD8D8D8 #FFD8D8D8

Drawing 12
Drawing 121166×1119 118 KB

Date picking widgets (3 & 4 of 11)

Properties

Field 1st Editor 2nd Editor
Name: (blank) (blank)
X: 554 739
Y: 18 18
Height: 30 30
Width: 106 105
Zindex: 5 5

Settings

Field 1st Editor 2nd Editor
Command name: (blank) (blank)
Local setting name: CPH_DateBEG CPH_DateEND
Editor Type: Date Edit Date Edit
Refreshing widgets: (blank) (blank)
Alignment: Left Right
Font size: 0 0
Should focus: (unchecked) (unchecked)
*Edit Mask: MM/dd/yyyy MM/dd/yyyy

* Edit mask is used to convert the date format into Month/day/year. Your regional setting may be different.

Drawing 11
Drawing 111177×1130 47.1 KB

Label Widget (5 & 6 of 11)

Properties:

Field 1st Label 2nd Label
Name: (blank) (blank)
X: 5 225
Y: 1 1
Height: 50 50
Width: 210 240
Zindex: 0 0

Settings

Field 1st Label 2nd Label
Text: ` Customer: {LOCAL SETTING:STG_CPH-Customer} 
[= '{LOCAL SETTING:STG_CPH-Organization}' == '' ? '' : 'Organization:  <bold>{LOCAL SETTING:STG_CPH-Organization}</bold>']
Phone:            <bold>{LOCAL SETTING:STG_CPH-Phone}</bold>` | `Address: <bold>{LOCAL SETTING:STG_CPH-Address}
{LOCAL SETTING:STG_CPH-City} {LOCAL SETTING:STG_CPH-State} {LOCAL SETTING:STG_CPH-Zip Code}</bold>
Email: <bold>{LOCAL SETTING:STG_CPH-Email}</bold>` |

| Border thickness: | 1 | 1 |
| Background color: | #00FFFFFF | #00FFFFFF |
| Border color: | #FFA5A5A5 | #FFA5A5A5 |
| Foreground color: | #FFD8D8D8 | #FFD8D8D8 |

Run Report button (7 of 11)

Settings
Command Name: CPH_Puchase History Report
Value: (blank)
Caption: <bold><font capri><size 16>Run Report</size></font></bold>
Button Color: Green (choice)
Highlight Color: #FF9BBB59 (choice)
Font size: 0
Image path: (blank)
Validation: (blank)
Keyboard map: (blank)
Focusable: (unchecked)
Async: (unchecked)

Properties
Name: (blank)
X: 100
Y: 445
Height: 30
Width: 245
Zindex: 1

Drawing 15
Drawing 151163×557 28 KB

Print Report button (8 of 11)

Settings
Command Name: CPH Print Ticket
Value: {LOCAL SETTING:CPH_TicketNo}
Caption: <bold><font capri><size 14>Print Ticket</size></font></bold>
Button Color: #FFC0504D (choice)
Highlight Color: #FFFF9B98 (choice)
Font size: 0
Image path: (blank)
Validation: (blank)
Keyboard map: (blank)
Focusable: (unchecked)
Async: (unchecked)

Properties
Name: (blank)
X: 100
Y: 445
Height: 30
Width: 245
Zindex: 1

Drawing 16
Drawing 161155×557 21.3 KB

Display Ticket button (9 of 11)

Settings
Command Name: Display Ticket
Value: {LOCAL SETTING:CPH_TicketNo}
Caption: <bold><font capri><size 16>Display Ticket</size></font></bold>
Button Color: #FF1F497D (choice)
Highlight Color: #FF6A94C8 (choice)
Font size: 0
Image path: (blank)
Validation: (blank)
Keyboard map: (blank)
Focusable: (unchecked)
Async: (unchecked)

Properties
Name: (blank)
X: 610
Y: 445
Height: 30
Width: 305
Zindex: 0

Drawing 17
Drawing 171162×555 52 KB

##Custom Reports Widget - CPH-Customers Report (10 of 11)

Properties - Custom Report Widget - Customers
Name: (blank)
X: 5
Y: 60
Height: 375
Width: 455
Zindex: 0

Settings
Report Name: CPH-Customers Report
Parameters: (blank)
Border Color: #FF404040
Zoom: 0
Settings mapping: CPH_TicketNo=Customers Purchase History.5

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##Custom Reports Widget - CPH-Customer Purchase History (11 of 11)

Properties
Name: wdg_Customer Purchase History
X: 471
Y: 60
Height: 375
Weight: 560
Zindex: 0

Settings
Report Name: CPH-Customer Purchase History
Parameters: (blank)
Border Color: #FF404040
Zoom: 0
Settings mapping: CPH_TicketNo=Customers Purchase History.5

Drawing 13
Drawing 131173×557 54.7 KB

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