With the release of Microsoft Dynamics RMS 2.0 Feature Pack 2, we now have Task
Pads available which allow users to customize the Store Operations POS interface.
In Store Operations Manager, use the new designer to create a series of task pads
that provide quick access to the features and records that you use most. Use
different layouts, colors, fonts, and images to add interest and increase usability. A
variety of button types are available, including:
Task Pad – link to another task pad. Back and Home buttons let cashiers navigate between task pads.
Task – start any POS operation.
Custom POS Button and Macro – launch pre-existing customizations. Item and Customer – add a specific record to the transaction.
Category, Department, and Supplier – open a touchscreen-ready list of items that belong to a specific category or department or that are associated with a specific supplier.
Items by Category, Items by Department, and Items by Supplier – open a touchscreen-ready list of parent records that lets cashiers “drill-down” to a list of items.
Task pads can be assigned to registers or cashiers, and managers can choose the view cashiers see in Store Operations POS: Task Pad or Classic View. Cashiers who have access to Display Properties in Store Operations POS can toggle between views as needed, choose to have the task pad on the left or right side of the screen, and set the width of the task pad.
To create a POS task pad
1. On the
Database
menu, point to
Registers
, and then click
POS Task Pads
.
2. Click
New
. The POS Task Pad Properties window appears.
3. In the
Name
field, enter a unique name for the task pad. Note that this name might
be visible to cashiers.
4. In the
Layout
field, select the layout for the task pad. This controls the number
and size of the buttons available on the task pad.
5. Under
Settings for the selected button
, select a button in the
Preview
area, and
then enter settings to specify how that button will work at the POS. For more
information about the available types of buttons and their settings, see field
descriptions later in this section.
6. Select the next button in the
Preview
, specify settings for that button, and so on.
7. Click
OK
.
To assign a POS task pad to a register
1. On the
Database
menu, point to
Registers
, and then click
Register List
.
2. Select the register that you want to modify, and then click
Properties
.
3. In the
POS task pad
box, select the task pad for this register. To require use of
Classic View (no task pad), select
<Use Classic View>
. Note that this setting is
overridden by the setting for each cashier.
To assign a POS task pad to a cashier
1. On the
Database
menu, click
Cashiers
.
2. Select the cashier that you want to modify, and then click
Properties
.
3. In the
POS task pad
box, select the task pad for this cashier. To use the task pad
assigned to the register where the cashier is working, select
<Use register default>
.
If you choose any other setting in this field, the cashier setting overrides the register
setting.
To select the task pad view in POS
1. In POS, press CTRL-F6 to open the
Display Properties
window.
2. Select the
Task Pad
radio button. This turns off the function keys and custom
POS button areas on the screen.
Wit
h the release of Microsoft Dynamics RMS 2.0 Feature Pack 2, you can now automatically generate item lookup codes in Store Operations or Headquarters.Store Operations
Use the new Item tab in the Configuration dialog box in Store Operations Manager to
set formats for item lookup codes and apply them to new items automatically. Use
item lookup code formats to set up series of lookup codes, add a year designator to
items created this year, or simply and automatically continue the item numbering
scheme you already have in place.
To use automatic item lookup codes, simply leave the item lookup code field blank when you create a new item.
Users can avoid having an automatic item lookup code assigned by entering the item lookup code manually when creating a new item.
To enable automatic item lookup codes 1. Open Store Operations Manager. 2. On the File menu click Configuration. 3. Select the Item tab.
4. Select the check box to Use automatic item lookup codes.
5. Set a Lookup code format for the automatic item lookup codes; and enter the Next
number.
NOTE: The preview will not appear until you enter at least one # symbol. 6. Click OK.
Put all # symbols together. Item lookup codes are filled into # symbols from right to left, regardless of separating characters. Separate groups of # symbols are not updated individually. For example, this format:
ITEM###-ABC-#### results in:
ITEM123-ABC-4567 not:
For format examples, see "Configuration option" in Store Operations Manager Online Help.
Headquarters
Use the new Item tab in the Configuration dialog box in Headquarters Manager to set formats for item lookup codes and apply them to new items automatically. Use item lookup code formats to set up series of lookup codes, add a year designator to items created this year, or simply and automatically continue the item numbering scheme you already have in place.
To use automatic item lookup codes, simply leave the item lookup code field blank when you create a new item.
Users can avoid having an automatic item lookup code assigned by entering the item lookup code manually when creating a new item.
To enable automatic item lookup codes 1. Open Headquarters Manager.
2. On the File menu click Configuration. 3. Select the Item tab.
4. Select the check box to Use automatic item lookup codes.
5. Set a Lookup code format for the automatic item lookup codes; and enter the Next
NOTE: The preview will not appear until you enter at least one # symbol. 6. Click OK.
Put all # symbols together. Item lookup codes are filled into # symbols from right to left, regardless of separating characters. Separate groups of # symbols are not updated individually. For example, this format:
ITEM###-ABC-#### results in:
ITEM123-ABC-4567 not:
ITEM123-ABC-1234
