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Object documentationUser Defined Transaction: General

 

The User Defined Transaction options allow you to configure nonsale transactions such as data entry or payment transactions that can be carried out at the POS.

 

You use the options on the User Defined Transaction General tab page to configure general details for the user defined transaction.

Structure

General Tab Page Parameters for User Defined Transactions

Screen Element

Description

UDT ID

Identifies the user defined transaction (UDT) definition

Note Note

This ID number is also used to link the user defined transaction to a manager code (UDT definition # 1 corresponds to manager code 501)

End of the note.

Description

Describes the UDT definition. The description can be up to 20 characters long.

Type

Indicates when in the regular sales transaction the UDT can be activated. You can choose from the following options in the list:

  • Start of Sale

  • During Sale

  • In Sequence

  • Single Item Sale

General Options

Screen Element

Description

Allow PLU

Allows a Price Look Up during the UDT

Allow Promotions

Allows promotion pricing in the UDT

Allow Mix Match Discount

Allows a mix match discount to be applied in the UDT

Allow Non Merchandise

Allows a non merchandise item to be sold in the UDT

Allow Update

Allows updates to the Positive File in the UDT

Note Note

If the Positive File is in use during the update request or a reference number entered during the transaction does not exist in the Positive File, the cashier is prompted to enter a new reference number.

End of the note.

Display Price

Allows an item price to be displayed in the UDT

Note Note

This option in UDT configuration is intended only for the customer display device.

End of the note.

Tender Required

Indicates that a tender is required for the UDT

Group Item ID

Specifies the Group Item ID number for a Send Sale transaction. This links the UDT to a group sale.

Sequentially Post Detail Records to TLOG

Indicates that user defined transactions are posted to the TLOG in the order in which they occur

Sub Total Browser ID

Allows the POS to launch a Web browser lookup through the Transaction Total key. For more information about this option, see POS Browser.

Note Note

If the Total key is pressed multiple times, the POS does not performthe lookup more than once unless the amount of the sale or the number of items in the transaction has changed.

End of the note.

Allow Zero Merchandise Sub-Total

This option allows cashiers to press the Total key even when the total merchandise sale amount is zero. The Total key is required to call a browser for browser-based lookups. This option is required with the Sub-Total Browser ID option.

Note Note

Since a standard POS configuration does not allow this, you must set this parameter to bypass the restriction for loyalty or other promotional transactions.

End of the note.

These options allow you to set POS processes for single items that can be part of a mix-match definition.

For Single Item Sale

Screen Element

Description

Disallow Cross Reference Lookup

Disables the parameter that allows cross referencing of a PLU in a single item sale

Note Note

Cross referencing is enabled when Allow PLU is enabled and the type is defined as Single Item Sale on this tab page.

End of the note.

Disallow Department Sale Lookup

Disables the parameter that allows a department sale look up during a single item sale

Note Note

A department sale lookup is enabled when Allow PLU is enabled and the type is defined as a Single Item Sale on this tab page.

End of the note.

Disallow in Return Sale

Disables the parameter that would allow a UDT item to be used in a return sale

Pricing Target Type

Indicates whether all or some defined promotions are available to a defined customer group. You can choose from the following options:

  • All — This option indicates that a defined target group is entitled to receive all promotions and mix-match pricing linked to this UDT.

  • Defined promotion(s) — These specify promotion or mix-match pricing schemes to which the defined target group is entitled in this UDT transaction. Only those customers that belong to the defined target group receive the defined promotional price.

Price Method

Determines how the price is calculated for an item in a UDT. The dropdown menu is only activated for type 1 Start of Sale) and type 2 During Sale) user defined transactions. You can choose from the following options:

  • Use pricing defined in the UDT (User Defined Transaction) file

  • Use customer D/B auto discount

  • Use customer D/B price levels

  • Use both Customer D/B price levels and discount

Allow UDT

Provides a list of user defined transactions that can be performed within this user defined transaction

Price Level

Provides the Price Level to be used for PLU; a 0 value means the system does not apply a price level

Note Note

A sale with level pricing must be defined as a user defined transaction.

End of the note.

Exclude Customer Type

Excludes a customer type from a UDT

Head Office Record ID

This option is not currently supported

Pending Transaction

Identifies the pending transaction that may be linked to this UDT

Return ID

Identifies the return transaction that may be linked to this UDT

Item Level Pricing Rule

Identifies the item level pricing rule. For more information, see Pricing Rules (Item Level).

Transaction Level Pricing Rule

Identifies the transaction level pricing rule. For more information, see Pricing Rules (Transaction Level).

Apply Customer Discount

Not implemented in this case.

The following options allow you to trigger an automatic discount when a defined customer is identified.

Auto Discount

Screen Element

Description

Auto Discount

Identifies an auto discount definition to be applied when certain criteria are met

Example Example

You can configure an automatic discount to be triggered when a loyalty customer is identified at the POS.

End of the example.

Item Auto Discounts

The following options are available:

  • Apply to Previous Items

  • Replace Previous UDT Auto Discounts

  • Re-pricing Previous Items — Allows you to reprice items that may have already been entered at their regular price before a special pricing UDT (such as a mix match) was applied. To use this option, you must specify a target type in the Pricing Target Type field.