Updated: October 16, 2020 7:07am

Node Preferences - Transactions - POS Flags

Three optional fields, called POS flags, are available to record additional information with each sale. 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 (Preferences & Settings > Transactions > POS Flags). Typical uses for these flags are to record marketing, promotion, customer demographics, or weather information. You can filter Retail Pro reports by these flags. You can define a default entry for each POS Flag, if desired.
POS Flag Preferences
POS Flag Preferences

POS Flag Names and Menu Options during Initialization
When you initialize RP Prism, all of the Menu Options and Menu names are copied from 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 each flag 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 Oracle database, the new menu option is added in RIL  Prism Management preferences. Menu options created in RP Prism and added to RIL Prism Management preferences cannot be deleted in RIL.

Adding Menu Options in RIL Prism Management
If new menu options are added in RIL, those new options will be replicated to Prism during day-to-day communication

Define POS Flag Preferences at the Subsidiary Level
In the Menu Name field, type the text that will serve as the label for the POS Flag.
Next, add options for the menu. The (Active) options you define will be the options listed in the drop-down for this POS Flag at Point-of-Sale.
To add options, click the Add button. Type a name for the Flag Option. Tap or click the Active checkbox. Click the Save button. The option is added to the Menu Options list.

Add POS Flag option

Repeat the process for additional Menu Options as needed.
(Optional) If you want users to ALWAYS select an entry for this flag, tap or click the Required checkbox.     

Delete a Menu Option
Select the flag in the list and then tap or click the Delete button. A confirmation prompt is displayed. Tap or click the Yes button.