Modules:Max Level of Cash/User Documentation
This functionality allows the user to configure the application to launch an alert when the balance of the payment’s financial account exceeds a determinate value.
This limit value is registered as a new field, in the tab Payment Method of the Channel - Touchpoint Type window.
This document explains how to configure the system in order to use this functionality.
To use this functionality a module named Max Level of Cash must be installed.
Backoffice - Configuration
Once the module is installed the next step is to configure the application.
This module adds two new fields
- Limit amount for warning
- Limit amount for blocking
in the Channel - Touchpoint Type || Payment Method tab.
As shown in the figures below, it is important to realize that we must configure the payment method that belongs to the Channel - Touchpoint || Financial account.
Retail - Web POS Alerts
Once the above two fields are configured the Openbravo Web-POS uses these two fields to validate the ticket amount for each payment method configured.
For example: If the Limit amount for warning = 1500 and Limit amount for blocking = 2000
then the Web-POS will show an alert when the ticket amount reaches the limit.
The field Limit amount for warning will only warn the cashier that they have reached the limit set in the Openbravo back office.
Similarly, the field Limit amount for blocking will only block the cashier from performing any further operations because they have reached the blocking limit.
Retail - Cash Management Alerts
The warning and blocking limits also apply in Cash Management Events as well.
Retail - Safeboxes Alerts
The warning and blocking limits also apply to the Payment Methods configured as Safebox.
IMPORTANT The alerts for safeboxes do not work on OFFLINE mode.
Openbravo - Back office Alert
Configuring Alert Recipient. As client admin:
- Go to window Alert and select the record named “Max Level of Cash Alert”
- Go to the tab Alert Recipient and create a new record
- Role: The White Valley Group Admin
- User/Contact: Openbravo
Then it is necessary to configure the background process to launch the correspondent alert. As client admin navigate to the Process Request window and create a new record:
- Select Alert Process
- Frequency: Every n minutes
- Interval in minutes: 1
- Click on the Schedule Process button
The final result. Alert is launched: