Delivery screen not pulling customer information under individual Driver

Is there no way that this process of changes of the actions can be linked or pushed so that the rule can update or is this a tedious process.

In some cases it will update… But to ensure your updated action gets updated in rules you should follow what I said.

Remember this is only if you have an action in a rule already and you decide to update that action. You must remove it from the rule and save then open rule and add it back to reflect the change you made in the action.

You shouldnt be making many changes to actions anyway. Typically once you set an action up you wont change it unless some specific reason.

Thanks how do you keep track of it all?

I see, the reason I asked because I tried to create an exact copy of the Delivery (configuration tasks installation for Delivery) for Collection but had that issue so now I need to practice writing them

Noted I will keep that in mind.

The way to think of it is that an action is a template, you create the template for action to add to a rule and it is copied into the rule. Changing the template effects future uses but not the copies already used and in place.
Its not a strict rule that no changes are reflected but if you think of it like that then you know where you are.

I just posted a tutorial for a Show Message action. This won’t solve your problem, but it will you learn how to retrieve information.

Here is a link to the tutorial:

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Brilliant! Thanks @Bob_be will test drive it soon.

Hi again I have some questions about SambaPOS.

1.) Can Sambapos, sql and firewall rules be silently installed via bat/cmd files. (like silent install SambaPOS -s

2.) Is there a way to autologout and then relaunch SambaPOS on terminals when changes are made to the server (sometimes I pickup certain things update everywhere when I logout of Sambapos and click on the close button.

3.) I wanted to create an entity screen that functions similar to customer search but instead of customer information pull product information (i.e a retail style looking entity screen).

4.) Can one put the main screen in Design Mode(That one that shows Sandwiches, Bagels etc when you install it for the first time.

5.) I seen some great looking and functioning entity screens are there any other tutorials apart from the Advanced Delivery Setup so one can understand all the widgets.

6.) Is there perhaps a structured way to learn SambaPOS from basic to advanced?

Thanking you guys in advance.

The best resource for learning it is to follow our tutorials categories on the forum. Do tutorials even if you feel you may not need that feature it will help you understand how our system works. Once you get the base understanding then self paced learning really takes off.

v5 tutorials:

These are v4 tutorials most of them can still be applied to v5 today.

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In most cases, all you will need to do is logout and log back in to update information, no need to close SambaPOS.

This feature is already available on the POS screen. Just start typing what you want to search for. The menu will change to display the search results. (use lower case characters)

??? Are meaning the POS screen? Yes, you can configure it so certain user roles login, it automatically goes to that screen.

As Jesse said above, the tutorials is the best way.

Definitely learning and enjoying it. I noticed that the learning curve at the beginning is very high and you knock your head sometimes or should I say lots of time lol but I can see it is becoming easier to understand.

In most cases, all you will need to do is logout and log back in to update information, no need to close SambaPOS.

I do understand but can’t this be a command that is triggerred on the server then pushes it to terminals to logout and back in.

This feature is already available on the POS screen. Just start typing what you want to search for. The menu will change to display the search results. (use lower case characters)

Thanks a million I did not know that :slight_smile:

??? Are meaning the POS screen? Yes, you can configure it so certain user roles login, it automatically goes to that screen.

Yes I mean the POS screen but I don’t like the number pad and don’t always want to use the menu buttons like. I want to make it cleaner and sleeker and not so bulky.

You can get rid of numberpad, dont have it on any menus at hotel.
Its a menu category option.
You can also set custom key codes and create custom keyboards too.
Take a look at @RickH setup on forum, his menu is pretty much a big keyboard of custom buttons and menu switching, he’s put allot of work into getting his how he wanted it.

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also, dont understand this issue with logout.
There is a termin option for logout.
Also there is a logout action. If you really wanted you could broadcast message and logout of message received, although wouldnt logout if a ticket is open and not close able but in theory you could automate arround that too with a hold ticket setup.
We use autologout on our tills along with a cheap USB rfid reader and all staff have to swipe to log back in after each transaction since tills are communal.

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Thanks let me explain further but I think you have pretty much summed it up. Our terminals are communal as well. When I make changes on the server I have to go to each terminal and log out and then log back in now because I use vnc and teamviewer I don’t have to walk around but still connect to each one log out and then back in.

Seems like your automation solutions will achieve the same results.

There is also a update cashe action I beleive.

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Are you talking about this Autologout checkbox?

I only want to autologout when I make changes that needs logging out. That’s about it as we always need to be ready to sell lol. We might use this autologout feature in the future the way you described yours.

I saw Emre’s tutorial and another one on this forum mine at the moment is only necessary for changes. I might use a windows automation tool to achieve this.

Figured it out it [Ticket IDC] was the problem :slight_smile:

without knowing your use hard to sugest best plan but perhaps you could simply add a refresh cashe action on ticket closing rule in the mean time. Not sure how much additional load that would place on system.

My thought to reduce unnecessary refresh would be an admin button that sets per terminal global program setting like refresh_TerminalName to arbitrary value say 1.
Then a ticket closing rule to check for that terminals setting. If 1 refresh cashe and update that setting to 0 or null.

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I have checked Actions and Rules and don’t see a logout one so I am guessing that it needs to be created.

We will be using your RFID method in so 3-6 months as we need to define Roles as they currently overlap everywhere which is bad.

So are you saying that this could be done with Broadcasting and logout action? So if I close Restaurant at night and can send the manager a message/note on SambaPOS?

We are also experiencing this issue when a cashier rings a Sale but don’t close a ticket and it stays as open but the products were cancelled. Is there a way to close an idle sale?

My thought to reduce unnecessary refresh would be an admin button that sets per terminal global program setting like refresh_TerminalName to arbitrary value say 1.
Then a ticket closing rule to check for that terminals setting. If 1 refresh cashe and update that setting to 0 or null.

I would not mind to manually trigger it whenever I need it.