Pre-Defined Buttons |
  
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Pre-Defined Buttons |
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Pre-Defined Buttons are invoicing features for 3 types of screens:
INVOICE BUTTONS - appear on the invoicing screen and provide easy access to functions and inventory products. Below, an alphabetical list describes each applicable button. How to gain Access
NOTE: You need to know which type of invoicing screen you are using. This is controlled by the Station Settings. •Register Style screen - has a large yellow SCAN field at the top of the screen •Invoice Style screen - has a constant blue menu panel on the left |
DESKTOP BUTTONS - can be used instead of the POSitive Menu bar. (see Desktop Buttons) They are touchscreen like in that they have a large icon and clicking on the icon will trigger an activity. Below, an alphabetical list describes each applicable button. How to gain Access
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TOUCH SCREEN BUTTONS - a totally customizable screen which can be used with or without a touch sensitive monitor. If you are working with Touchscreen Editor see the links to Samples in the table below for selection and use of these buttons marked with a T for Touchscreen type. How to gain Access
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Here is an alphabetical listing of the Pre-Defined functions or features which can be assigned to the above screens as shortcut buttons. Note that not all buttons will work for all screens.
TYPE - Indicates that the function is available to the Invoice Button Bar Desktop or Touchscreen
I- Invoice Style screen - under Maintenance: Definitions: Invoice Buttons - and choose INVOICE
R- Register Style screen - under Maintenance: Definitions: Invoice Buttons - and choose REGISTER
T- Touch Screen - under Maintenance: Definitions: TOUCHSCREEN
D- Desktop - under Maintenance: Definitions: DESKTOP BUTTONS (see Desktop Buttons)
U- Utility tool - only for Touch Screen designing.
Type |
Description |
See Sample |
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D |
Add Layaway |
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D |
Add Order |
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D |
Add Quote |
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D |
Add Service Order |
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IRT |
Adjust Price - to change the selling price of the highlighted item on the invoice (I=n/a) |
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IRT |
Adjust Price w/o Tax - to change the selling price of the highlighted item; for use only with International Tax in Price settings |
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IRT |
Adjust Quantity - to change the quantity of the highlighted item on the invoice (I=n/a) |
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T |
Age Check - to confirm legal age for purchasing |
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T |
Authorized Buyer - to select the Authorized Buyer. Note, you must first start the invoice for the customer, then you can choose the Authorized Buyer button to select from the list. Unlike Back Office functions, you cannot select a customer by opening the Authorized Buyer list. |
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IRTD |
Balance Register - to balance the cash register without leaving the invoice screen |
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IRU |
Blank - a blank button for Utility use of creating the invoice button bar or touch screen |
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IR |
Calc Shipping - totals the weight and dollar value of all items on the invoice. Fills in customer shipping address. Can overwrite contents as needed. Interfaces with "Starship" (System Setup: Transactions: Shipping: Starship must be activated.) |
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T |
Calendar - opens the pending orders calendar |
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T |
Calendar Layaways |
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T |
Calendar Orders |
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T |
Calendar Service |
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T |
Calendar Quotes |
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T |
Change Cashier - login with new cashier ID |
Change Cashier |
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T |
Change Due Date - set pending transaction due date (see Touch - Pending Transactions) |
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IR |
Change Invoice Date - backdate the invoice date by up to two weeks (password protected). Note: if you use this feature consider running Invoice Verification on a regular basis to make sure Management: Sales Summary is properly refreshed. |
Change Invoice Date |
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T |
Change Sales ID - login with a new sales ID |
Change Sales ID |
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D |
Checkbook |
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U |
Choose From Category - prompts the cashier to pick an inventory item from a category list. This button is usually on a page by itself. It does not need to be colored or enhanced in any way because it will never be seen by the cashier. (see sample page Choose Button) |
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U |
Choose From Category w/Choice - like "Choose From Category" but then allows for selection of another item from the same category. Answering NO, will stop the selection cycle and return to the starting position. |
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U |
Choose From Dept/Category |
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IRT |
Clear Sale - removes all items from the invoice screen - NOTICE: this will not change the customer for the invoice; use VOID instead |
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T |
Convert To Invoice - make a pending transaction and invoice (see Touch - Pending Transactions) |
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RT |
Coupon - to add a coupon dollars off amount (available only on Register/TouchScreen Style however an alternative is to press CTRL-C while on a blank line) You may want to consider the power of Coupon Manager in lieu of using this button. |
Coupon |
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D |
Create Pending |
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D |
Credit Card Manager |
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T |
Cursor Down - move the highlight down to another item on the invoice |
Cursor Down |
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T |
Cursor Up - move the highlight up to another item on the invoice |
Cursor Up |
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IRT |
Customer History - to review customer's prior invoices without leaving the invoice screen |
Customer History |
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IRTD |
Customer List - to review any customer record without leaving the invoice screen |
Customer List |
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D |
Customer Manager |
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T |
Customer Pending - after first selecting the customer for an invoice, gives a listing of transactions for the selected customer |
Customer Pending |
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D |
Customer Sale - creates an invoice for a customer by name |
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TD |
Daily Sales Summary - open the Daily Sales Summary screen |
Daily Sales Summary |
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T |
Date Due - sets the due date |
Date Due |
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IRT |
Delete Item - to remove an item from the invoice (alternative - highlight item and press DELete key) |
Delete Item |
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D |
Department Manager |
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IRT |
Discount - to change the discount percentage of an item or globally on all items or dollars off entry. (alternative - press CTRL-D while highlighting an item or while on a blank line) |
Discount |
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IRT |
Documents - to add or review documents attached to invoice |
Documents |
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D |
E-Commerce Manager |
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IRT |
Edit Bill To - to edit record of the customer for this invoice |
Edit Bill To |
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IRT |
Edit Notes - to access the "invoice" note field (alternative - click in Note: box) |
Edit Notes |
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D |
Employee Manager - opens the Employee List |
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T |
Enter Notes - to add a note to the invoice |
Enter Notes |
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T |
Enter SKU - scan or enter a product SKU |
Enter SKU |
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D |
Exit Manager Mode - |
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IRT |
Exit Program - terminate running the touchscreen program (password protected) For Main Console transactions: to shut down POSitive, especially when the option on Station Manager: Station Settings: Transactions: is "Skip 'New Invoice/Close Invoice' Prompt" has been activated to reduce keystrokes. Because you are in a loop of creating invoices, this Exit Program button should cancel the invoicing process, but not end POSitive. |
Exit Program |
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T |
Extended Info - more information about the highlighted item on the invoice |
Extended Info |
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D |
Gift Card Manager - |
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T |
Gift Certificates - pay with Gift Certificate - sells new and recharges old gift cards and certificates |
Gift Certificates |
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T |
Hold As Layaway - convert the invoice to a Layaway (see Touch - Pending Transactions) |
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T |
Hold As Order - convert the invoice to an Order (see Touch - Pending Transactions) |
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T |
Hold As Quote - convert the invoice to a Quote (see Touch - Pending Transactions) |
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T |
Hold As Service - convert the invoice to a Service Order (see Touch - Pending Transactions) |
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IRT |
Hold Back Item - to force a backorder of items which are in stock
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U |
Image |
Image |
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D |
Import AutoQuotes |
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IRT |
Import Items - to activate an import of inventory items typically stored in a portable data collector |
Import Items |
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T |
Information - to display the status of qualifying purchases to the sales clerk who can then relate the information to the customer |
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IRT |
Inventory List - to view the full Inventory Center just for review of items. You cannot select an item from the list. |
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D |
Inventory Manager - opens the inventory center |
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IRTD |
Invoice History - to review all invoice history without leaving the invoice screen |
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IRT |
Invoice Prompt - to re-open the Invoice Prompt screen to make changes as needed. |
Invoice Prompt |
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IRT |
Item Details - to see more detail about an item's status, vendors, and current orders for item |
Item Details |
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IRT |
Item History - - displays when the customer last purchased this item, how many were purchased, and at what price. It also displays the current selling price of the item and the previous selling price with a button to select the prior selling price in lieu of the current selling price. Also, the LastCost of the item is display embedded in a prefix and suffix to disguise the cost as an "Item Code" |
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IR |
Item Menu - to display options to modify a highlighted item (alternative - rightmouseclick on item) |
Item Menu |
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U |
Item Picture - set the area for the picture of the inventory item |
Item Picture |
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D |
Label Manager - review inventory labels to be printed |
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D |
Log In / Log Out |
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IRTD |
Logout - to secure the touchscreen from unauthorized use (note: you must first void or suspend an active invoice) |
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T |
Lookup Item - search the Inventory List |
Lookup Item |
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T |
Lottery Payout - remove cash to pay lottery winnings |
Lottery Payout |
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D |
Loyalty Programs |
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IRTD |
Make AR Payment - to take an AR payment for any customer without leaving the invoice screen (Take AR Payment Desktop button) |
Make AR Payment |
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RT |
Manager Mode - switch from Touchscreen to back office mode (password protected) |
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T |
Map - internet lookup of customer address |
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D |
Marketing Manager - |
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T |
Move Item Down |
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T |
Move Item Up |
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U |
New Button - to create a new blank button on touchscreen area prior to assigning function. |
New Button |
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D |
None - title/image is informational only and does not perform an action |
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T |
Note |
Note |
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T |
Number 0, 1, 2, 3, 4, 5, 6, 7, 8, 9 - for creating a numeric keypad on screen |
Number Pad |
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T |
Number Clear - clear the generated number |
Number Clear |
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T |
Number Decimal - enter a decimal place |
Number Decimal |
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T |
Number Delete |
Number Delete |
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T |
Number Display |
Number Display |
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IRTD |
Open Cash Drawer (Open Register) - to open the cash drawer without leaving the invoice screen. |
Open Cash Drawer |
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RT |
Package - [CTRL-P] adds a package line to the invoicing screen (must first be activated in System Setup) (see Touch - Package Sales ) |
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T |
Partial Convert - choose item(s) on a pending Order, Layaway to convert to an invoice, leaving the other items behind on the original pending transaction. (see Touch - Pending Transactions) |
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T |
Payment History |
Payment History |
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D |
Pending Layaways |
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D |
Pending Orders |
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D |
Pending Quotes |
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D |
Pending Service |
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D |
Pending Transactions - access to all types of pending transactions |
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IR |
Pickup - tag items on invoice for pickup at another workstation (not in all versions) used in conjunction with Set Delivery |
Pickup |
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T |
Price Check - open price lookup without adding to invoice |
Price Check |
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T |
Print Last Invoice |
Print Last Invoice |
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T |
Print Report |
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T |
Print Transaction |
Print Transaction |
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IR |
Purchase History - opens a listing of recently purchased inventory item. Can select one or more items (ctrl-click) and add them to the current invoice/order with current pricing. |
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D |
Purchasing Manager - opens options to create and receive purchase orders |
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D |
Quick Sale - creates an invoice for a non-specified customer |
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T |
Recall Layaway - reopen Layaway a saved transaction (see Touch - Pending Transactions) |
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T |
Recall Order - reopen Order a saved transaction (see Touch - Pending Transactions) |
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T |
Recall Quote - reopen Quote a saved transaction (see Touch - Pending Transactions) |
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T |
Recall Service - reopen Service a saved transaction (see Touch - Pending Transactions) |
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IR |
Receive Payment |
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IRT |
Redeem Points - customer points accumulated by Frequent Buyer programs are only redeemed with this button. |
Redeem Points |
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IRT |
Release Backorder - to change backorder status of an item on an invoice by either releasing it from another customer's order/layaway or by adjusting the stock count. |
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TD |
Report Center (Report Manager) - opens report center for running various reports |
Report Center |
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T |
Retrieve - reopens a suspended invoice (see Suspended Transactions ) |
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IRTD |
Return From Invoice - activates a return of product previously purchased (alternative - press CTRL-R) |
Return From Invoice |
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T |
Rewards - checks the customer Frequent Buyer status and displays on screen. Option: copy and paste using CTRL-C and CTRL-V |
Rewards |
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TD |
Run External Program - launches a program outside of POSitive (NOTE a property of a touchscreen button rather than as a Pre-Defined Control) |
Run External Program |
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T |
Save Transaction - IMPORTANT - save pending type transaction and return to normal invoicing. (see Touch - Pending Transactions) |
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T |
Scale [F11] get value from weigh scale |
Scale [F11] |
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T |
Secure Register - log out of POSitive requiring another authorized sales person to access POSitive (note: you must first void or suspend an active invoice) |
Secure Register |
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IRT |
Select Bill To - to change to another customer on invoice |
Select Bill To |
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IRT |
Select Ship To - to change customer's shipping address for the current invoice |
Select Ship To |
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IRT |
Set Delivery - to confirm method of delivery (not in all versions) used in conjunction with Pickup button |
Set Delivery |
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IR |
Set Location - (if transaction editor has locations included in on screen display) The ability for the cashier to determine which location to pull stock from. (see Set Location) |
Set Location |
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IRT |
Set Terms - to assign a payment term to the invoice which is different than the assigned term in the customer record - (not on pending transactions) |
Set Terms |
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IRT |
Shortcuts - to display CTRL key shortcuts |
Shortcuts |
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IRT |
Show Costs - to display cost column instead of backorder column. Also, the bottom of the invoice screen shows the Selling Price, Cost, Profit and Markup percentage of the line item. |
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IRT |
Show Slides - for use with Multi-Monitor to run a pre-defined slide show |
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IRT |
Sort Items - Alphabetizes items on the invoice/order in SKU or Description sort order. |
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RT |
Subtotal - [CTRL-S] adds a subtotal line to the invoicing list either for informational purposes or to end a Package. (see Touch - Package Sales ) |
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T |
Suspend - hold the invoice for later processing TODAY (see Suspended Transactions ) |
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IRT |
Suspend and Print - will hold the invoice for later processing TODAY and print the suspended invoice (see Suspended Transactions ) |
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D |
Take AR Payment - applies a payment to a customer's Accounts Receivable |
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T |
Take Payment - accept payment on a Pending Transaction (see Touch - Pending Transactions) |
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IR |
Take Trade-Ins - accept trade-ins compliant with category trade-in rules |
Take Trade-Ins |
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T |
Tender - complete the invoice and take tender |
Tender |
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IRTD |
Time Clock - log in and out of time clock |
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T |
Toggle CID - caller ID information can be displayed and hidden (requires 3rd Party hardware/program) |
Toggle CID |
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IRT |
Toggle Tax - to remove/add taxation of a highlighted item (alternative - press CTRL-X) All tax categories will be displayed and you can choose the appropriate tax category. |
Toggle Tax |
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D |
Touchscreen Editor - requires 1280x1024 monitor resolution |
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T |
Transaction List* - lists items being purchased on the invoice * Transaction fields are always assigned to Page Zero |
Transaction List |
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T |
Transaction Name* - displays the customer's name or the words "Quick Sale" |
Transaction Name |
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T |
Transaction Summary* - displays number of items, taxed amounts, deposits, and costs/profit |
Transaction Summary |
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T |
Transaction Total* - displays the total amount due |
Transaction Total |
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D |
Vendor Manager - opens the Vendor Center |
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D |
Voids Manager - a listing of voided invoices and voided pending transactions |
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IRT |
Void Transaction - to void current invoice (alternative - press ALT-V) (see Touch - Pending Transactions) |
