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Modules:Max Level of Cash/User Documentation

Contents

Introduction

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.

Installation

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

in the Channel - Touchpoint Type || Payment Method tab.


Figure 1

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.


Figure 2

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.

IMPORTANT:

The field Limit amount for warning will only warn the cashier that they have reached the limit set in the Openbravo back office.


Figure 3


Similarly, the field Limit amount for blocking will only block the cashier from performing any further operations because they have reached the blocking limit.


Figure 4

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:

Figure 5

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:

Figure 6

The final result. Alert is launched:

Figure 7

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