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 …
Nice option to have …
##Actions
##CS Ask Question Customer Select
[Ask Question]
(Action)##
Action Name: | CS Ask Question Customer Select |
Action Type: | Ask Question |
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 |
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: |
|
Execute Rule if: | Matches |
Automation Command Name | Equals | Settle |
##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: |
|
Execute Rule if: | Matches |
Automation Command Name | Equals | CS Apply Answer |
Command Value | Not Equals | Cancel |
##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 |
* | * | * | * |