How configure default customer to all new ticket

I have a question… In my case 90% of invoice as a default customer, how make default customer (I have number/name) to every ticket… And a plus how to avoid to enter payment screen if not have customers selected.

One option would be to set select entity/entity screen as default ticket creation method.
If not that then you would need to set constrains and maybe an ask question prompt on the payment screen button/rule to check customer selected before going to payment screen.

This causes the POS to return to an Entity selection screen after you Close or Settle a Ticket, instead of taking you to the Ticket view automatically…


Disable the Settle button if no Customer is selected …

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Nice option to have …

##Actions

##CS Ask Question Customer Select [Ask Question] (Action)##

Action Name: CS Ask Question Customer Select
Action Type: Ask Question
###Parameters:###
Question: [:question]
Buttons: [:buttons]
Automation Command Name: [:AMCname]
Background Color: [:BGcolor]
Transparent Color: [:TPcolor]

##CS Select Entity [Change Ticket Entity] (Action)##

Action Name: CS Select Entity
Action Type: Change Ticket Entity
###Parameters:###
Can Create Ticket: True
Can Create Entity: True
Entity Type Name: [:entityType]
Entity Name:
Entity Search Value:
Update Null Entity:
Entity Screen Name: [:screenName]
Entity Screen Search Value:

##Rules

##Settle Rule [Automation Command Executed] (Rule)##

Rule Name: Settle Rule
Event Name: Automation Command Executed
Rule Tags:
Custom Constraint List (1):
Execute Rule if: Matches
Automation Command NameEqualsSettle

##Actions (2):##

CS Ask Question Customer Select

Constraint: ‘{ENTITY NAME:Customers}’ == ‘’

question: Do you want to select a Customer?
buttons: Yes=Yes:Green;Gray,No=No:Blue;Gray,CANCEL=Cancel:Red;Gray
AMCname: CS Apply Answer
BGcolor:
TPcolor:
Display Payment Screen

Constraint: ‘{ENTITY NAME:Customers}’ != ‘’

##Mappings##

Mappings
Terminal User Role Department Ticket Type
****

##CS Apply Answer [Automation Command Executed] (Rule)##

Rule Name: CS Apply Answer
Event Name: Automation Command Executed
Rule Tags:
Custom Constraint List (2):
Execute Rule if: Matches
Automation Command NameEqualsCS Apply Answer
Command ValueNot EqualsCancel

##Actions (2):##

CS Select Entity

Constraint: ‘[:CommandValue]’ == ‘Yes’

entityType: Customers
screenName: Customers
Display Payment Screen

Constraint: ‘[:CommandValue]’ == ‘No’

##Mappings##

Mappings
Terminal User Role Department Ticket Type
****

1 Like