POS Flags
Three optional fields, called POS flags, are available to record additional information with each sale. Typical uses for these flags are to record marketing, promotion, customer demographics, or weather information. These fields can be set up to require an entry, if desired. You can define field labels as well as the data entry choices for POS flags in the RP Prism Admin Console (Node Preferences > Transactions > POS Flags). POS Flags are displayed and can be edited in Transaction Details.
POS Flag Names and Menu Options during Initialization
When you initialize RP Prism, all the Menu Options and Menu names defined in RIL (System Preferences > Local Preferences > Point of Sale > Receipts > General) are copied from the RIL Oracle database to the RP Prism server; however, the "Required" flag and the Default menu option are NOT copied. RP Prism users must set the "Required" flag and default menu option for individual flags in RP Prism Preferences.
Adding or Deleting Menu Options in RP Prism
Users can add new menu options or delete menu options in RP Prism preferences. If a RP Prism document with a new menu option is sent to RIL Management, the new menu option is added in RIL Prism Management preferences. Menu options created in RP Prism and added to RIL preferences cannot be deleted in RIL Prism Management.
Adding Menu Options in RIL Management
If new menu options are added in RIL Management, those new options will be replicated to RP Prism during day-to-day communication.
Define POS Flag Preferences at the Subsidiary Level
- Launch the RP Prism Proxy and log in.
- Select the Retail Pro button in the lower-right corner and select Administration Console from the RP Prism Menu.
- Select Node Preferences > Transactions > POS Flags.
- In the Menu Name field, type the text that will serve as the label for the POS Flag.
- Click the Add button.
- Type a name for the Flag Option. Click the Active checkbox.
- Click the Save button. The option is added to the Menu Options list.
- Repeat the process for additional Menu Options as needed.
- Only Active menu options are available at POS. Clear the Active checkbox for any menu options that aren't needed at this time.
- (Optional) If you want users to ALWAYS select an entry for this flag, tap or click the Required checkbox.
POS Flag Preferences
Select POS Flags at Point of Sale in RP Prism
- Start a new transaction.
- Click the Transaction Details button.
- Select the General tab.
- Navigate to the POS Flags area. Select a menu option for individual POS Flags as needed. An "R" indicates an entry is required.
- Click the OK button.
Required Flag Missing Error Message
If the user tries to update a transaction and one or more Required POS Flags have not yet been selected, an error message is displayed. Click the OK button. Next, go into Transaction Details, select the General tab and select an option for each required POS Flag field.