You can change current system settings in the Cash Management wizard using the Set Properties window. The Cash Management wizard allows you to set the following properties.
Display Property Page
You can choose when to display the Cash Management wizard’s Set Properties window by selecting one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
On the Behavior tab, the following properties display.
Configure
| • | Hide current user – Select this check box to hide the Current button under Identify User. The Current button allows the staff user to select the most recently viewed or modified user record for the transaction. If the check box is cleared, the Current button displays. By default, this check box is selected. |
| • | Require user – Select this check box if you want to require users to be identified with transactions. Therefore, enabling this property disallows anonymous user transactions. By default, this check box is not selected. |
| • | Show add bills button – Select this check box if you want to display the Add Bills button in the Cash Management wizard interface. The Add Bills button opens the Add User Bills to Sale helper, which allows you to add existing user bills to the transaction. |
| • | Show edit line button – Select this check box if you want to display the Edit Transaction Item button in the Cash Management wizard interface. The Edit Transaction Item button allows you to modify certain attributes of an item, such as its Description, Unit Price, and Quantity. |
Note: If you have right-click menus enabled, this property is not available.
| • | Show remove line button – Select this check box if you want to display the Remove Transaction Item button in the Cash Management wizard interface. The Remove Transaction Item button removes the selected item from the transaction. |
Note: If you have right-click menus enabled, this property is not available.
| • | Start focus on user ID – Select this check box if you want the insertion point focus to begin in the User ID field instead of in the Item ID field when you start the Cash Management wizard. |
Payment Types Allowed for Cash Management
Use the Policy List Gadget to select payment type policies that users will be allowed to use to make payments within the Cash Management wizard.
Configure Properties
Print transaction slip - Prints a transaction receipt after the transaction is complete. Click the Print transaction slip button to specify the receipt header, receipt fields, and receipt footer.
To use the wizard slip printing function, you must define receipt printer availability options by selecting the Preference menu, pointing to Peripherals, and selecting the Receipt Printer option.
Sounds
You can set options for playing a sound alert for various Cash Management functions. Select or clear any of the following check boxes.
These options are only available after you define receipt printer availability options by selecting the Preference menu, pointing to Peripherals, and selecting the Receipt Printer option, then the Cash drawer supported option.
Play sound for sale completion – Plays a sound when a sale transaction is complete.
Play sound for no sale transaction – Plays a sound when a no sale transaction takes place.
Play sound for void completion – Plays a sound when a void transaction is complete.
Play sound for refund completion – Plays a sound when a refund transaction is complete.
To specify the sound file that will play for the alerts, click the Select File gadget for the corresponding Play Sound for property. In the Select File dialog box, type or select the sound file (.wav file) you want to play when the alert occurs.
For all of these options, the default sound file is disrout.wav.
Defaults
Select the following default property setting.
Payment type – Select the default Payment Type. This is the Payment Type that will be selected when a staff user first opens the Make Payment dialog.
Helpers
On the Helpers tab, you can select the helpers you want to display in the Cash Management wizard by selecting or clearing the check box by each specific Helper button. You can click the User Search or Item Search buttons to display the helper properties that you can set. The system selects all of these helpers by default; all are available from the Cash Management wizard.
| • | User Search Helper |
| • | Display User Helper |
| • | Item Search Helper |
| • | Add User Bills to Sale Helper |
| • | Ad Hoc Sale Helper |
| • | Till Summary Wizard |
Start with user search – Opens the User Search helper automatically as the first step in the Cash Management wizard. By default, this check box is not selected.
Related topics
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