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Projects:POS Terminal Session Management/Functional Specification

Contents

POS Terminal Session Management

Commercial Extension Module (zero cost) this is an optional free commercial module that can be installed on top of Openbravo for Retail distribution starting from RR14Q2.

Functional Requirements: Terminals and Tills status Window

Description

In order to manage the status of the terminals and their sessions a new window will be built

Scope

TTS.png

In Terminals status tab we see the different terminals for that shop with the following information:

The user will be able to close the tills of a terminal if he knows that it's been closed in the front-office --he has the Cash up report-- but still has not been updated in the backoffice.

In Tills status tab we see the different tills for a terminal in the current Business Date with the following information:

In the Tills details tab we will see the totals of the closed tills by payment method:

The user will be able to reprint the cash up report for that till.

Functional Requirements: Close Store

Description

The store closing for a day is done in the backoffice.

Business process definition

Scope


Functional Requirements: Open Store

Description

In order to open a store for a given business day, it must have been previously closed for the previous business day as explained in previous section. Once it's been done, the supervisor will be able to open the store by selecting a business day

Business process definition

Scope

Functional Requirements: Open Terminal at front office

Description

If the massive terminal opening performed in the backoffice when opening the store has not reached any of the terminals --because they were offline-- we still want to use that terminal so the system must allow to do a manual terminal opening. For this purpose, the supervisor will need to go to each POS terminal one by one

Business process definition

Scope

When the Cashier logs we need to check if there is connectivity with the backoffice

In this case the Supervisor will be able to edit the Business Date. If there were transactions pending to be included in a cash up, the system will prompt the cashier to do the cash up first

Functional Requirements: Open till/Initial count

Description

Once the terminal has been opened, when the Cashier arrives to the store he will go to his terminal and will need to count the initial float. Until the initial float is counted he will not be able to start selling

Business process definition


Scope

This window will only be available when the Till is closed (after a Cash up). When selecting this window the drawer will open

OT 2.png

This window will list the different coins and notes defined for the corresponding currency. The user will be able to input the number of each coin or note by either:

The window will list the Expected Amount as well as the Counted Amount which will be updated every time the user enters a coin or note. Once Counted Amount is equal to Expected Amount the user will be able to finish the counting. If there are differences, the system will ask for supervisors validation. The system will locally store the Real Initial Amounts in case we later need to do the cash up in offline mode

Functional Requirements: Till cash up

Description

It is performed at the end of each session. There can be several sessions during the same day. Typically, a session could be closed just after each peak of sales

Business process definition

Scope

Following changes need to be done to the Cash up process:

CUP 1.png

CUP 2.png

CUP 3.png

Functional Requirements: Flash report

Description

The flash report will be produced in the POS terminal and printed in the thermal printer

Scope

Opening/Closing store processes

OC Process.png

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