Messaging/Workflow

Messaging and workflow covers a broad section of the system. It is a new set of features which will be expanded in future versions. The basic idea is to get information to people as quickly and as easily as possible. The messaging options are available in Main Menu or POS (not all features are available in both functions).

This can be done by using the following features:

Location Status Messages

Messages that show the status of a specific location. These can include details such as the Trading Period and Trip ID and whether a location is locked for stocktake. Status messages can also be generated from Alerts. For example, you could have a status that shows the sales and is updated during the day.

This feature is only available in Main Menu. To see these messages, you need to edit the menu definition using the Menu function and check on the Show Status Panel option. If you resize this panel, the system will remember those settings next time you log in.

User Messaging

This allows email type messages to be sent between users without requiring email clients or servers. Messages can only be sent to users defined in the system. This prevents abuse of the system by users sending emails to friends outside of the company and removes the problem of spam. It is integrated with the system so messages can be sent by other functions such as Alerts. Its also smart enough to let you send a message to all 'Area managers in a given region' and be able to translate this to the specific users.

This feature can be used either in Main Menu or POS. To use the option in Main Menu, you need to edit the menu definition using the Menu function and check on the Show Messages Panel option. If you resize the panel, the system will remember those settings next time you log in.

To use the feature in POS, you need to edit the till definition using the Till function and check on the Allow User Messages on the Profile - Settings 2 tab. You then need to edit the POS keyboard using the Keyboard function and add the USERMSG button to either the ACTIVITY1, ACTIVITY2, ITEM_NEWTRANS or STARTSHIFT states. When the user presses the button, they will have access to similar messaging as Main Menu.

See Messaging/Workflow Screenshots for more details.

News

This feature is available in Main Menu. It will display a webpage with the latest news each time a user logs in to the Main Menu. To use this feature, you need to edit the menu definition using the Menu function and check on the Show News Panel option and enter a webpage address in the News Address field.

A similar feature is available for POS. Firstly, you need to edit the POS information on the Directories tab of System Settings to be the webpage you want the user to see. Then you need to edit the POS keyboard using the Keyboard function and add the INFO button to either the ACTIVITY1, ACTIVITY2, ITEM_NEWTRANS, ITEM_TRANS or STARTSHIFT states. When the user presses the button, a new window will be displayed which will display the specified webpage.

Alerts

Alerts are periodic queries run by the system. These queries can look for sales information or for exceptions. The results can be sent in a variety of formats to nominated users. See Alerts for more details.

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