3. In the Name field, enter a unique name for the task pad. Note that this name might be visible to cashiers.

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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

.

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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.

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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.

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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.

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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:

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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

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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

Figure

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References

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Related subjects : Address Lookup