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Function documentationSelection and General Settings

 

When you enter the POS Workbench, you determine the criteria according to which the data is to be selected or displayed:

  • Limit the selection area:

    In the General Settings area you can restrict your selection with respect to store and distribution chain.

    You can select whether you wish to have POS transactions, POS aggregates, or both displayed. You flag or unflag the relevant checkbox in each case in the appropriate area of the POS Workbench initial screen.

    In addition, the following options are available to restrict the selection area for POS transactions:

    • Entry of a posting date

    • Consideration of the transaction status:

      You can select the following statuses:

      • Tasks with errors exist

      • Tasks with warnings exist

      • Unprocessed tasks exist

      • All tasks have been processed successfully

    • Consideration of the business transaction:

      You can include the following business transactions in the selection:

      • Sales movements

      • Goods movements

      • Totals records

      • Reversal transactions

      • Financial transactions

      • Control transactions

      • Undefined transactions

    • Restrictions on header data of transactions:

      In the POS Workbench, you can select POS transactions using the data of the transaction header. This way you can restrict the selection of transactions, for example, to specific POS numbers, transaction types, time intervals or cashiers.

    For POS aggregates also, the following options are available to restrict the selection area:

    • Entry of a posting date

    • Consideration of the aggregate status:

      You can select the following statuses:

      • Aggregation started

      • Aggregation completed

      • Outbound processing started

      • Outbound processing completed

      • Completed

    • Restrictions on aggregation level and aggregation task:

      You may wish to consider only the aggregate data for specific aggregation levels or for specific aggregation tasks.

  • Definition of the layout of the navigation area and the folder hierarchy:

    Using the title elements Folder Hierarchy for POS transactions and POS aggregates and Folder with respect to POS transactions, you can adjust the appearance of the navigation area to suit your requirements.

    You have the following options:

    • You can define the main fields and additional fields of your folder hierarchy and their order, that is, their hierarchy level. The possible selections for the main fields are posting date, store, and business transaction. The possible selections for the additional fields are time interval, cashier, POS number, and department for POS transactions. As the time interval, you can select from seven default settings between ten minutes and twelve hours.

      In the case of POS aggregates, you can only define the order for the first three of the seven hierarchy levels. The values here are restricted to store, maximum posting date, and aggregation level.

    • You can decide if, and for which hierarchy level, the system is to display a heading. For the main fields of the POS transactions, you can flag a checkbox to hide the corresponding tree level if it only appears once in the display.

  • Other settings:

    There are further optional settings. These include, for example, the general display of the descriptions and the date format, or also the system behavior on loading and refreshing the folder structure of the navigation area and the corresponding data.