Touch Sale and Touch Terminal Usage

-
TouchSale
combines a subset of the functions from the Sales
page, presented in a way optimised for touch screen usage.
-
Categories
and Products
populate the left side of the screen for quick adding to the Sale
- If
Predefined products only
is enabled in Configuration
, only pre-existing Products
can be added to the sale
- If
Predefined products only
is disabled, an additional form is displayed above product navigation for entering products manually. The default name for these can be set in Configuration
using the Default product name
field
- If you wish to lock category navigation in
TouchSale
to a category and it's child categories and products, set the Default Product Category
in Configuration
-
Cancel
- Resets the whole
TouchSale
page and any added items. Any Sale
recalled using Recall Order
will be cleared also.
-
Recall Order
- Find and load an incomplete
Sale
into TouchSale
- it can then be completed or modified
- E.g. An
Sale
has been created by using the below Order
function, but not fulfilled or paid, it can be recalled to complete it
-
Order
- Save the current contents of
TouchSale
as an unpaid and undispatched Sale
- Payment will not be accepted and delivery information can be added if needed
- It can then be recalled using the above
Recall Order
function later to complete it
-
Complete
- Accept a
Payment
for the outstanding amount, mark as complete and/or dispatched, completing the Sale
-
Sales
created with TouchSale
can be managed from the Sales
page if additional information or alterations are required
Other Touch Usage
- All of KoalaBrain's inputs and features are touch-compatible
- Some areas of the application are specially optimised for touch screen retail scenarios - with larger buttons, and scrolling elements removed.
- The PIN login, Clock In/Out, and TouchSale functions all allow an employee to quickly perform their day to day operations on a touch screen device quickly and accurately
- If a user has only permissions for TouchSale, they will skip the main menu after logging in and be sent straight to the TouchSale screen to ensure they are able to use their terminal instantly
Tips
- To ensure all
Sales
created via TouchSale
get a Tax Rate
, assign it to a Category
and set it as the default for TouchSale
. Alternatively, it's possible to enforce category selection from the configuration screen.
- It is recommended to change your touch keyboard layout to a standard layout so that number keys are immediately available when the keyboard appears - see https://www.laptopmag.com/articles/full-layout-touch-keyboard-windows-10