Customizing Guide - POS Client - 7.4 (5.19.0) - en [PDF]

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SAP Omnichannel Point-of-Sale by GK

End-User Documentation: OmniPOS / Omnichannel Point-of-Sale – Customizing Guide – POS Client

Customizing Guide – POS Client Version: 7.4 (5.19.0)

Copyright © 2021 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. 1. You may not use the SAP Material for a purpose competitive with SAP or its products unless otherwise clearly permitted by applicable law. 2. You may not use the SAP corporate logo. 3. No use of other SAP trademarks is granted under this section. For information regarding use of SAP trademarks, see http://www.sap.com/corporate/en/legal/trademark.html. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies.

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Table of contents 1 Introduction .......................................................................................................................................................... 1 1.1 General ............................................................................................................................................................... 1 1.2 GK/Retail Storemanager .................................................................................................................................... 1 1.3 Modification of configuration files ....................................................................................................................... 1 1.3.1 Storage of configuration files ...................................................................................................................... 1 1.3.2 Properties of configuration files .................................................................................................................. 2 1.3.2.1 XML files ............................................................................................................................................. 2 1.3.2.2 Properties files .................................................................................................................................... 2 1.4 Notes on system configuration ........................................................................................................................... 4 1.4.1 Tenant ID .................................................................................................................................................... 4 1.4.2 Workstation ID ............................................................................................................................................ 4 2 Placing into service ............................................................................................................................................. 5 2.1 Introduction ......................................................................................................................................................... 5 2.2 POS Client architecture variants ........................................................................................................................ 5 2.2.1 Introduction ................................................................................................................................................. 5 2.2.2 Configuring Mobile POS and Flow Service ................................................................................................ 5 2.2.2.1 Introduction ......................................................................................................................................... 5 2.2.2.2 Setting up the Flow Service ................................................................................................................ 6 2.2.2.3 Web Socket over SSL ......................................................................................................................... 8 2.2.3 Configuring Full POS Client ........................................................................................................................ 8 2.2.3.1 Configuring master data replication .................................................................................................... 9 2.2.3.2 Configuring the connection to the Command Channel ....................................................................... 9 2.2.3.3 Configuring transaction replication ...................................................................................................... 9 2.2.4 Configuring Thin POS Client ..................................................................................................................... 10 2.2.4.1 Setting up POS Thin Client ............................................................................................................... 10 2.2.4.2 Configuring connection to the Command Channel ........................................................................... 11 2.2.5 Configuring Smart POS Client and Service .............................................................................................. 11 2.2.5.1 Configuring the Smart POS Client .................................................................................................... 11 2.2.5.2 Configuring the connection to the Command Channel ..................................................................... 12 2.2.5.3 Configuring the Smart POS Service ................................................................................................. 12 2.3 Peripheral devices ............................................................................................................................................ 13 2.3.1 Introduction ............................................................................................................................................... 13 2.3.2 General information on hardware configuration ....................................................................................... 14 2.3.3 Configuring the printer .............................................................................................................................. 14 2.3.3.1 Printer activation ............................................................................................................................... 14 2.3.3.2 Defining the printer directory ............................................................................................................. 15 2.3.3.3 Receipt logo ...................................................................................................................................... 15 2.3.3.4 Mobile POS - visibility of printers in the Printer Selection function ................................................... 16 2.3.4 Configuring the EFT Terminal ................................................................................................................... 16 2.3.4.1 Terminal Activation ............................................................................................................................ 16 2.3.4.2 Virtual Terminal Activation ................................................................................................................ 17 2.3.4.3 Terminal as Customer Display .......................................................................................................... 17 2.3.4.4 Information on Special Terminals ..................................................................................................... 18 2.3.4.5 Card Types ........................................................................................................................................ 18 2.3.4.6 Configuring Explicit Cashback .......................................................................................................... 19 2.3.4.7 Mobile POS - visibility of terminals in the EFT Selection function .................................................... 20 2.3.5 Configuring JavaPOS ............................................................................................................................... 21 2.3.5.1 Wincor Java for Retail POS .............................................................................................................. 21 2.3.5.2 IBM UnifiedPOS ................................................................................................................................ 28 2.3.5.3 Epson JavaPOS ADK ....................................................................................................................... 34 2.3.6 Configuring the POS type ......................................................................................................................... 41 2.3.7 Configuring the keyboard .......................................................................................................................... 42 2.3.8 Configuring the customer display ............................................................................................................. 43 2.3.9 Configuring the MICR ............................................................................................................................... 44 2.3.10 Configuring the MSR ................................................................................................................................ 44 2.3.11 Configuring the scanner ............................................................................................................................ 45 2.3.12 Configuring the drawer ............................................................................................................................. 46

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2.3.13 Configuring the scale ................................................................................................................................ 46 2.3.13.1 Preparatory actions ........................................................................................................................... 47 2.3.13.2 Windows driver .................................................................................................................................. 47 2.3.13.3 Linux driver ........................................................................................................................................ 47 2.3.13.4 Setting up the POS configuration for JavaPOS ................................................................................ 48 2.3.13.5 Differences in configuration when using Named Pipes .................................................................... 49 2.3.13.6 Further configuration options ............................................................................................................ 50 2.3.14 Configuring the Adyen Terminal ............................................................................................................... 53 2.3.14.1 Terminal activation ............................................................................................................................ 53 2.3.15 Configuring the RFID middleware ............................................................................................................. 54 2.3.15.1 Installation of the RFID Plugin .......................................................................................................... 54 2.3.15.2 Activation of the RFID ....................................................................................................................... 54 2.4 Security ............................................................................................................................................................. 55 2.4.1 Introduction ............................................................................................................................................... 55 2.4.2 Configure authorization ............................................................................................................................. 55 2.4.3 Notes on rights configuration .................................................................................................................... 55 2.4.4 Configuring four-eyes authorization .......................................................................................................... 57 2.5 Linux configuration ........................................................................................................................................... 57 2.5.1 Introduction ............................................................................................................................................... 57 2.5.2 Configure the POS Client under Linux...................................................................................................... 57 2.5.2.1 Create user ....................................................................................................................................... 57 2.5.2.2 Access to JavaPOS as non-privileged user ...................................................................................... 58 2.5.2.3 Access to GK/Retail POS as non-privileged user ............................................................................. 58 2.5.3 Auto-start of the GK/Retail POS application ............................................................................................. 59 3 Additional configuration steps ........................................................................................................................ 60 3.1 Introduction ....................................................................................................................................................... 60 3.2 Configuring acoustic signals ............................................................................................................................. 60 3.2.1 Adding the signal in the file signalConfigs.properties ............................................................................... 61 3.2.2 Adding the respective signal to the desired dialog ................................................................................... 61 3.3 Configuring basic authentication ...................................................................................................................... 62 3.3.1 ThinPOS / FatPOS.................................................................................................................................... 62 3.3.1.1 Configuring basic authentication in clientSystem.properties ............................................................ 62 3.3.2 POS Service/SmartPOS Service .............................................................................................................. 62 3.3.2.1 Configuring basic authentication in services.properties .................................................................... 62 3.4 Configuration for alphanumeric store numbers ................................................................................................ 63 3.4.1 Introduction ............................................................................................................................................... 63 3.4.2 Adapt printed barcode types ..................................................................................................................... 63 3.4.3 Adapt barcode rules .................................................................................................................................. 65 3.5 Enabling services ............................................................................................................................................. 65 3.5.1 Enabling the Mobile POS Service............................................................................................................. 66 3.5.1.1 Printer Service for the Mobile POS Service ...................................................................................... 66 3.5.2 Enabling the Pricing Service ..................................................................................................................... 67 3.5.3 Enabling the Self Scanning Service.......................................................................................................... 67 3.6 Configuring event monitoring............................................................................................................................ 67 3.6.1 General information .................................................................................................................................. 68 3.6.1.1 Structure of the event IDs ................................................................................................................. 68 3.6.1.2 Structure of an entry.......................................................................................................................... 68 3.6.1.3 Enabling/disabling events ................................................................................................................. 68 3.6.2 Configuring the monitoring for POS Thin Client ....................................................................................... 68 3.6.2.1 Configuration files ............................................................................................................................. 68 3.6.3 Configuring the monitoring for POS Full Client ......................................................................................... 69 3.6.3.1 Configuration files ............................................................................................................................. 69 3.7 POS Thin Client: Defining timeout for function calls ........................................................................................ 69 4 Framework ......................................................................................................................................................... 69 4.1 Introduction ....................................................................................................................................................... 69 4.2 Configuring the barcode processor .................................................................................................................. 70 4.3 Configuring input formats ................................................................................................................................. 72 4.3.1 Configuring entry fields ............................................................................................................................. 72 4.3.1.1 Mask with one entry field................................................................................................................... 72 4.3.1.2 Mask with several entry fields ........................................................................................................... 73

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4.3.2 Receipt layout configuration ..................................................................................................................... 73 4.3.2.1 General.............................................................................................................................................. 73 4.3.2.2 Country-specific settings ................................................................................................................... 74 4.4 Defining key mappings ..................................................................................................................................... 74 4.4.1 Function configuration .............................................................................................................................. 74 4.4.2 Key configuration ...................................................................................................................................... 75 4.4.2.1 Defining modifier and keycode based on manufacturer information ................................................ 76 4.4.2.2 Defining modifier and keycode based on the log file ........................................................................ 76 4.4.2.3 Result ................................................................................................................................................ 77 4.5 Configuring MSR interpretation ........................................................................................................................ 77 4.6 Use of check digit modules............................................................................................................................... 78 5 Internationalization ............................................................................................................................................ 79 5.1 Introduction ....................................................................................................................................................... 79 5.2 General information .......................................................................................................................................... 79 5.2.1 Setting system language .......................................................................................................................... 79 5.2.1.1 Using foreign-language menus ......................................................................................................... 80 5.2.1.2 Translation rules ................................................................................................................................ 80 5.2.1.3 Currency symbol ............................................................................................................................... 80 5.3 Configuring the Rounding ................................................................................................................................. 81 5.3.1 Subtotal Rounding .................................................................................................................................... 81 5.3.2 Rounding of Payment Amount Entries in Subtotal ................................................................................... 82 5.3.3 Rounding of the Line Item Amount ........................................................................................................... 82 5.3.4 Change Rounding ..................................................................................................................................... 83 5.4 Configuring US-specific functions .................................................................................................................... 83 5.4.1 Women, Infants & Children (WIC) ............................................................................................................ 83 5.4.1.1 Function configuration ....................................................................................................................... 83 5.4.1.2 Master data ....................................................................................................................................... 83 5.4.2 Food Stamps Total (EBT - Electronic Benefit Transfer) ........................................................................... 84 5.4.2.1 Function configuration ....................................................................................................................... 84 5.4.2.2 Master data ....................................................................................................................................... 84 5.4.3 External tax calculation on the example of Taxware ................................................................................ 85 5.4.3.1 Installation of the external tax calculation software .......................................................................... 85 5.4.3.2 Additional installation ........................................................................................................................ 86 5.4.3.3 Adjustment of the classpath .............................................................................................................. 87 5.4.3.4 Adjustment of the master data .......................................................................................................... 88 5.4.3.5 Activation of the external tax calculation ........................................................................................... 88 5.4.3.6 Configuration of Taxware .................................................................................................................. 89 6 Tenders ............................................................................................................................................................... 89 6.1 Introduction ....................................................................................................................................................... 89 6.2 Create tender .................................................................................................................................................... 89 6.2.1 Creating the tender via global configuration ............................................................................................. 89 6.2.1.1 Adding a tender at file level ............................................................................................................... 89 6.2.1.2 Adding a tender via Storemanager ................................................................................................... 90 6.2.2 Creating a button for the tender via the Menu Editor ................................................................................ 90 6.3 Configuring tenders for offline terminal payment ............................................................................................. 90 6.4 Defining permitted tenders ............................................................................................................................... 91 6.4.1 Block a tender ........................................................................................................................................... 91 6.4.2 Tender groups for customer groups ......................................................................................................... 91 6.4.3 Exclusive customer tender ........................................................................................................................ 92 6.4.4 Not allowed tenders in case of receipts without customer assignment .................................................... 93 6.4.5 Exclusive tender........................................................................................................................................ 94 6.4.6 Admissibility for sales receipts and/or return documents ......................................................................... 94 6.4.7 Admissibility for document and line item types ......................................................................................... 95 6.4.8 Admissibility for tender exchange ............................................................................................................. 95 6.4.9 Admissibility for returns ............................................................................................................................. 96 6.4.10 Admissibility for pay-ins and pay-outs ...................................................................................................... 96 6.4.11 Pay-in and pay-out limits .......................................................................................................................... 97 7 Receipt printing ................................................................................................................................................. 98 7.1 Introduction ....................................................................................................................................................... 98 7.2 How to suppress printing of particular transaction types .................................................................................. 98

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Configuring receipt consolidation ..................................................................................................................... 99 Configuring the receipt layout ........................................................................................................................... 99 Customizing of scale/weight related sections................................................................................................... 99 7.5.1 Introduction ............................................................................................................................................... 99 7.5.2 Relevant Sections ................................................................................................................................... 100 7.5.3 Validated / Required Parts of These Sections ........................................................................................ 103 7.5.4 Customizable Values .............................................................................................................................. 103 7.5.4.1 Currency Code or Currency Symbol ............................................................................................... 103 7.6 Configuring receipt footers ............................................................................................................................. 104 7.7 Creating additional print documents ............................................................................................................... 104 8 Interfaces .......................................................................................................................................................... 104 8.1 Introduction ..................................................................................................................................................... 104 8.2 Configuring down payment and final payment (SAP) .................................................................................... 105 8.3 Configuring stock query (SAP) ....................................................................................................................... 105 8.4 Configure browser call to GK Portal ............................................................................................................... 106 8.4.1 POS Client Configuration ........................................................................................................................ 106 8.5 Configuring Digital Receipt ............................................................................................................................. 106 8.5.1 Digital Receipt Options ........................................................................................................................... 106 8.5.1.1 Digital Receipt as E-Mail ................................................................................................................. 106 8.5.1.2 Digital Receipt as a Download Link ................................................................................................ 107 8.6 Configuring Remote Item Service .................................................................................................................. 108 8.6.1 Configuration of Remote Item Service on POS Client ............................................................................ 108 8.6.2 Configuration of SAP Remote Item Service on Backend ....................................................................... 108 8.7 Configuring Rescan ........................................................................................................................................ 109 8.7.1 Activation of the Rescan ......................................................................................................................... 109 8.7.2 Fraud Detection Service ......................................................................................................................... 109 8.7.2.1 POS ................................................................................................................................................. 109 8.7.2.2 Fraud Detection Service (Self Scanning Service) ........................................................................... 110 8.8 Configuring Serialized Coupons ..................................................................................................................... 114 8.8.1 Configure the Couponing Service at the POS ........................................................................................ 114 8.8.2 Configure the Couponing Agent at the POS Server ............................................................................... 115 8.9 Configure Digital Signage ............................................................................................................................... 115 8.9.1 Images for item entry and item information ............................................................................................ 115 8.9.2 Displaying images ................................................................................................................................... 115 8.10 Gift certificate and gift card management ....................................................................................................... 116 8.10.1 Gift certificate sale .................................................................................................................................. 117 8.10.2 Gift Certificate Redemption ..................................................................................................................... 118 8.10.3 Gift Certificate Return ............................................................................................................................. 119 8.10.4 Gift Certificate Status Query ................................................................................................................... 119 8.10.5 Single-Purpose and Multi-Purpose Gift Certificates ............................................................................... 120 8.11 Configuring customer entry via CRM (SAP) ................................................................................................... 120 8.11.1 Configuring CRM services ...................................................................................................................... 120 8.11.1.1 Displaying customer data ................................................................................................................ 121 8.11.1.2 Requesting the points balance of the customer account ................................................................ 121 8.11.1.3 Points redemption service ............................................................................................................... 121 8.11.2 Customer card capture ........................................................................................................................... 122 8.12 Configuring customer search (SAP) and customer entry via web service ..................................................... 122 8.12.1 Web service configuration ...................................................................................................................... 123 8.12.2 Customer card capture ........................................................................................................................... 123 8.12.3 Customer search..................................................................................................................................... 123 8.13 Configuring Prepaid function .......................................................................................................................... 123 8.14 Configure Customer Order System (SAP) ..................................................................................................... 124 8.14.1 Required Configuration on SAP System ................................................................................................ 125 8.14.2 Configure the Web Service ..................................................................................................................... 125 8.14.2.1 Change Customer Order ................................................................................................................. 125 8.14.2.2 Create Customer Order................................................................................................................... 125 8.14.2.3 Retrieve Customer Order ................................................................................................................ 125 8.14.2.4 Search Customer Order .................................................................................................................. 126 8.14.2.5 Check Customer Order ................................................................................................................... 126 8.14.3 Configure Stock Queries for Function "Select Delivery Options" ........................................................... 126

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8.14.4 Settings with Dependencies to SAP System .......................................................................................... 126 8.14.5 Other Settings ......................................................................................................................................... 127 8.14.5.1 Customer Search Web Service ....................................................................................................... 127 8.15 Configuring valuephone .................................................................................................................................. 127 8.15.1 Web service configuration ...................................................................................................................... 127 8.15.2 Creating a tender .................................................................................................................................... 127 8.15.3 valuephone configuration ........................................................................................................................ 128 8.16 Configuring Retrieve Scale Transaction ......................................................................................................... 128 8.16.1 POS Client configuration ........................................................................................................................ 128 9 POS modes ...................................................................................................................................................... 128 9.1 Introduction ..................................................................................................................................................... 128 9.2 Configuring Bistro mode ................................................................................................................................. 129 9.3 Configuring Hospitality Mode.......................................................................................................................... 130 9.3.1 Hospitality - Full Service Restaurant ....................................................................................................... 130 9.3.1.1 Basic Setup ..................................................................................................................................... 130 9.3.1.2 Login Settings ................................................................................................................................. 131 9.3.1.3 Registration Settings ....................................................................................................................... 132 9.3.1.4 Customer Detail Panel Settings ...................................................................................................... 132 9.3.1.5 Payment and TIP Payment ............................................................................................................. 133 9.3.1.6 Hardware Setup .............................................................................................................................. 133 9.3.1.7 Kitchen Display System (KDS) for Full Service Restaurant............................................................ 141 9.3.2 Hospitality - Quick Service Restaurant ................................................................................................... 143 9.3.2.1 Basic Setup ..................................................................................................................................... 143 9.3.2.2 Registration Settings ....................................................................................................................... 144 9.3.2.3 Customer Detail Panel Settings ...................................................................................................... 145 9.3.2.4 Printing Settings .............................................................................................................................. 145 9.3.2.5 Kitchen Display System (KDS) for Quick Service Restaurant ........................................................ 146 9.4 Configuring Widescreen mode ....................................................................................................................... 147 9.5 Configuring Pay Tower mode ......................................................................................................................... 148 9.6 Configuring Self Checkout Mode .................................................................................................................... 148 9.6.1 Settings on the POS Server .................................................................................................................... 149 9.6.2 Configuring POS Client in the Storemanager ......................................................................................... 149 9.6.3 Menu Configuration................................................................................................................................. 150 9.6.3.1 Adding a New Language ................................................................................................................. 151 9.6.3.2 Configuring User Rights .................................................................................................................. 152 9.6.3.3 Configuring Event Service .............................................................................................................. 153 9.7 Configure Scale modes .................................................................................................................................. 154 9.7.1 Configure Take Away POS ..................................................................................................................... 154 9.7.2 Configure OmniScale .............................................................................................................................. 156 9.7.2.1 Set Up Service Scale ...................................................................................................................... 156 9.7.2.2 Set Up Prepackaging Scale ............................................................................................................ 160 9.7.2.3 Set Up Self Service Scale ............................................................................................................... 161 9.7.2.4 Set Up Scale Department Specific Tableaus .................................................................................. 164 10 Graphical user interface ................................................................................................................................. 165 10.1 Introduction ..................................................................................................................................................... 165 10.2 Configuring the resolution............................................................................................................................... 165 10.3 Configuring the browser function .................................................................................................................... 165 10.3.1 Enabling the mini browser and browser function .................................................................................... 165 10.3.1.1 Browser function activation ............................................................................................................. 165 10.3.1.2 Mini browser activation.................................................................................................................... 166 10.3.1.3 Configuring the browser function .................................................................................................... 166 10.3.2 JxBrowser ............................................................................................................................................... 167 10.3.2.1 Function activation .......................................................................................................................... 167 10.4 Configuring screenFOOD ............................................................................................................................... 167 10.5 Dynamic Tables .............................................................................................................................................. 168 10.5.1 Introduction ............................................................................................................................................. 168 10.5.2 Configuration........................................................................................................................................... 168 10.5.2.1 Function Parameters ....................................................................................................................... 168 10.6 Configuring the graphical customer display ................................................................................................... 169 10.6.1 Enabling the customer display ................................................................................................................ 169

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10.6.2 Configuring the customer display ........................................................................................................... 169 10.6.2.1 Configuring schedulers ................................................................................................................... 170 10.6.2.2 Configuring video playback ............................................................................................................. 171 10.6.2.3 Configuring image display ............................................................................................................... 171 10.6.2.4 Configuring slideshow display ......................................................................................................... 172 10.7 Displaying the mouse pointer ......................................................................................................................... 172 10.8 Configuring menus ......................................................................................................................................... 173 10.8.1 Emptying the DSL Cache ....................................................................................................................... 173 10.8.1.1 Deleting the DSL Cache.................................................................................................................. 173 10.8.1.2 Disabling the DSL Cache ................................................................................................................ 173 10.8.2 Creating and Configuring Buttons ........................................................................................................... 173 10.8.2.1 Creating a Button ............................................................................................................................ 173 10.8.2.2 Creating Buttons on a Second Level .............................................................................................. 175 10.8.2.3 Configuring the Tab Menu .............................................................................................................. 176 10.8.3 Configuring Menus via Menu Editor ........................................................................................................ 177 10.8.3.1 Creating Tableau Variants .............................................................................................................. 177 10.8.3.2 Distribution of the Tableau Data to the POS Clients ....................................................................... 177 10.8.3.3 Create Tableaus .............................................................................................................................. 178 10.8.3.4 Create Dynamic Item Tableaus ...................................................................................................... 181 10.8.4 Configure menus for Mobile POS client.................................................................................................. 183 10.8.4.1 Configuration of Tableaus in application scenes - UI Editor ........................................................... 183 10.8.4.2 Supported Tableau types: ............................................................................................................... 184 10.8.4.3 The new Tableau template ............................................................................................................. 186 10.9 Configuring the start screen ........................................................................................................................... 195 10.9.1 Troubleshooting ...................................................................................................................................... 196 10.9.2 Device description................................................................................................................................... 196 10.10 Displaying sales information ........................................................................................................................... 197 10.10.1 Sales information in the item entry mask ................................................................................................ 197 10.10.1.1 Displaying icons .............................................................................................................................. 198 10.10.1.2 Displaying text ................................................................................................................................. 198 10.10.2 Sales information in the item information mask ...................................................................................... 199 10.10.2.1 Displaying icons .............................................................................................................................. 199 10.10.2.2 Displaying text ................................................................................................................................. 199 10.10.3 Promotions .............................................................................................................................................. 199 10.10.3.1 Promotions in the item entry mask .................................................................................................. 200 10.10.3.2 Promotions in the item information mask ........................................................................................ 200 11 Other Functions ............................................................................................................................................... 200 11.1 Introduction ..................................................................................................................................................... 200 11.2 Configuring a process menu........................................................................................................................... 201 11.2.1 Purpose of use ........................................................................................................................................ 201 11.2.2 Menu structure ........................................................................................................................................ 201 11.2.2.1 ProcessMenuConfig_DO ................................................................................................................ 201 11.2.2.2 processMenuConfigs.properties ..................................................................................................... 201 11.2.2.3 Function Selection dialog ................................................................................................................ 202 11.3 Configuring the POS Client for a Cash and Carry wholesale environment .................................................... 203 11.3.1 Introduction ............................................................................................................................................. 203 11.3.2 Cash and Carry configuration ................................................................................................................. 203 11.3.3 Configure the individual Cash and Carry functions ................................................................................ 203 11.3.3.1 Graphical printer support for invoice printing .................................................................................. 203 11.3.3.2 Suspending and retrieving Cash and Carry transactions ............................................................... 205 11.3.3.3 Customer-related settings ............................................................................................................... 208 11.3.3.4 Payment-related settings ................................................................................................................ 209 11.4 Configuring Left-Hand Mode .......................................................................................................................... 212 11.4.1 Introduction ............................................................................................................................................. 212 11.4.2 Left-Hand Mode by Operator .................................................................................................................. 213 11.4.2.1 Operator Data ................................................................................................................................. 213 11.4.2.2 POS Configuration .......................................................................................................................... 213 11.4.3 Left-Hand Mode by Button ...................................................................................................................... 213 11.5 Configuring the POS Client for a Fashion Environment ................................................................................. 214 11.5.1 Introduction ............................................................................................................................................. 214

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11.5.2 Matrix for Item Variants ........................................................................................................................... 214 11.5.2.1 Configuration on the POS ............................................................................................................... 214 11.5.2.2 Configuration on Launchpad ........................................................................................................... 215 11.5.3 Fashion-Specific Item Search ................................................................................................................. 216 11.5.3.1 Configuration on the POS ............................................................................................................... 216 11.6 Configuring the POS Client for Tax Refunds.................................................................................................. 217 11.7 Enable Package Prices .................................................................................................................................. 218 11.7.1 Introduction ............................................................................................................................................. 218 11.7.2 Enable Package Prices ........................................................................................................................... 218 11.8 Install the Layaway plugin .............................................................................................................................. 219 11.9 Enabling manual promotions for discount and reduction buttons .................................................................. 219 11.9.1 Selecting between Loyalty Engine and Promotion Calculation Engine .................................................. 219 11.9.2 Best Practice ........................................................................................................................................... 219 11.9.2.1 Promotions and conditions .............................................................................................................. 219 11.9.2.2 Personalized coupons ..................................................................................................................... 219 11.9.3 Import, maintenance and sending via Promotion Designer .................................................................... 220 11.9.3.1 Import .............................................................................................................................................. 220 11.9.3.2 Maintenance .................................................................................................................................... 220 11.9.3.3 Sending ........................................................................................................................................... 220 11.9.4 Import and sending via Storemanager (as of 5.1 SP3) .......................................................................... 221 11.10 Using promotions for employee discount ....................................................................................................... 221 11.11 Configuring the training mode ........................................................................................................................ 221 11.11.1 Training mode URLs ............................................................................................................................... 222 11.12 Configuring Sales Restrictions ....................................................................................................................... 222 11.12.1 Sales Restrictions for Customers ........................................................................................................... 222 11.12.2 Sales Restrictions for the Salesperson ................................................................................................... 222 11.12.2.1 Master Data ..................................................................................................................................... 223 11.12.2.2 POS Configuration .......................................................................................................................... 224 11.13 Entering merchandise category items ............................................................................................................ 224

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1 Introduction 1.1 General This document contains configuration details for the POS Client. Instead of listing single parameters, it covers typical POS use cases and larger contexts (e.g. “How can I enable the fiscalization for Poland?”). A list of possible parameters can be found in the "POS Client - Customizing Reference". Note Note that the Message Server, Central Customer Repository, Stock Info Server, Enterprise Transaction Pool and Sales Cockpit applications are not SAP certified and thus, cannot be used in an SAP project landscape.

1.2 GK/Retail Storemanager GK/Retail Storemanager is the central management tool for the GK/Retail products and applications. Among others, the Storemanager is used for: • • • •

management and configuration settings control and distribution of configuration settings master data management administration

Consequently, most of the tasks described in this document can also be performed in the Storemanager. However, a profound knowledge of the POS Client's concept and structure, in many cases, might be highly useful for GK/Retail application administrators. This document, therefore, describes in detail how to work with configuration files.

1.3 Modification of configuration files 1.3.1 Storage of configuration files The configuration files are saved to the folders ui, processes and parameter/client which are respectively located under: • ..\config\standard\ • ..\config\custom\ The configuration under custom contains customer-specific adjustments. These values will overwrite the configuration set under standard. Basically, the folder structure under custom must be identical to the structure under standard. The files to be adjusted are saved to these folders. Note

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The storage location of the configuration files is indicated in the file defaultVars.cmd: SET classpath=%classpath%;config/custom/ui;config/standard/ui SET classpath=%classpath%;config/custom/processes;config/standard/processes SET classpath=%classpath%;config/custom/parameter/client;config/standard/parameter/client

Code Block 1 defaultVars.cmd

1.3.2 Properties of configuration files The changes are made in different ways for XML files and properties files:

1.3.2.1 XML files 1. Copy the file to be adjusted to the corresponding directory. The file is located under custom at the same location in the folder structure as under standard. 2. Adjust the file. The XML file in the custom folder will overwrite the file in the standard folder.

1.3.2.2 Properties files 1. Save the properties files to the same location in the folder structure as they are saved under standard. 2. Change the file as desired. The properties files from the custom folder and the standard folder will be merged. Therefore, it is sufficient to enter the required changes in the custom file. The remaining content does not need to be adopted. The example below shows changes of two parameters for the Return function: • Save the file promptReceiptDataConfigs.properties to the corresponding directory: ..\pos-client\config\custom\parameter\client\flow\ • Enter the parameters to be changed: PromptReceiptDataConfigs.ReturnWithTransaction.workstationIdUseCurrent=true PromptReceiptDataConfigs.ReturnWithTransaction.receiptNumberUseCurrent=true

Code Block 2 promptReceiptDataConfigs.properties

Special features for properties files Removing properties To remove entries from properties files, proceed as follows: 1. Under custom, save the properties file to the same location in the folder structure as it is saved under standard. 2. Copy the desired entry to the respective file. 3. Add the prefix - to the whole entry.

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For example, the following entry in the file barcodeProcessor.properties will be ignored: -BarcodeProcessorConfig.barcodes.1.name=Operator (sign off) -BarcodeProcessorConfig.barcodes.1.type=EAN8 -BarcodeProcessorConfig.barcodes.1.length=8 -BarcodeProcessorConfig.barcodes.1.templates.0.name=prefix -BarcodeProcessorConfig.barcodes.1.templates.0.value=99 -BarcodeProcessorConfig.barcodes.1.templates.0.index=0 -BarcodeProcessorConfig.barcodes.1.posStates.0.id=1 -BarcodeProcessorConfig.barcodes.1.posStates.0.processName=Logout -BarcodeProcessorConfig.barcodes.1.actions.0.processReactions.0.processName=Logout -BarcodeProcessorConfig.barcodes.1.actions.0.processReactions.0.reactionName=REINIT -BarcodeProcessorConfig.barcodes.1.actions.0.configId=LogoutConfigs.Default -BarcodeProcessorConfig.barcodes.1.actions.0.configParameters.0.name=authenti -BarcodeProcessorConfig.barcodes.1.actions.0.configParameters.0.patternStart=2 -BarcodeProcessorConfig.barcodes.1.actions.0.configParameters.0.patternEnd=6 -BarcodeProcessorConfig.barcodes.1.actions.0.configParameters.0.trimZeroesLeft=true -BarcodeProcessorConfig.barcodes.1.actions.0.id=1

Code Block 3 barcodeProcessor.properties

The file is located under: ..\config\custom\parameter\client\

Preventing the merge process It is possible to completely prevent the merge process or interrupt it from a defined instant on. To do so, proceed as follows: 1. Under custom, save the properties files to the same location in the folder structure as they are saved under standard. 2. Add the entry disableConfigMerge=true to the respective file. All entries from the original file, which are still included under standard, will now be ignored. New entries can be added.

Index numbering Lists are mapped in properties files by means of an index of elements. Nevertheless, it is possible to define new list elements outside of the existing range. Thus, the numbering resulting from the standard folder files may have gaps with respect to the numbering defined in the custom folder. For example, the numbering ends with 8 according to the file additionalPrintouts.properties in the folder standard: AdditionalPrintoutsConfig.triggers.8.type=Custom AdditionalPrintoutsConfig.triggers.8.value=com.gk_software.pos.pos_hal.print.report.additional_printouts.trigg er.impl.WarrantyAdditionalPrintoutTrigger AdditionalPrintoutsConfig.triggers.8.printouts.0.report=WARRANTY

Code Block 4 ../config/standard/parameter/client/additionalPrintouts.properties

In the custom folder, you can continue the numbering with 11 and create a new entry:

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AdditionalPrintoutsConfig.triggers.11.type=LineItemType AdditionalPrintoutsConfig.triggers.11.value=PR AdditionalPrintoutsConfig.triggers.11.printouts.0.report=TRANSA CTION AdditionalPrintoutsConfig.triggers.11.printouts.0.count=1 AdditionalPrintoutsConfig.triggers.11.printouts.0.asDuplicate=true

Code Block 5 ../config/custom/parameter/client/additionalPrintouts.properties

The maximum numbering gap between two entries resulting from standard and custom files is 1000.

1.4 Notes on system configuration The system configuration is defined via Storemanager.

1.4.1 Tenant ID Note Please note that the tenant ID needs to match with the Storemanager structure.

Multitenancy is an architecture in which a single instance of a software application serves multiple tenants. Each tenant is identified by a unique tenant identifier (tenant ID). The tenant ID of the system types GKR-OPOS-FAT and GKR-OPOS-THIN is defined in the file clientSystem.properties: SystemConfig.tenantId=003

Code Block 6 clientSystem.properties

The tenant ID of the system type GKR-SMARTPOS-SERVICE is configured in the file services.properties: SmartPOSServiceConfig.tenantId=003

Code Block 7 services.properties

The tenant ID corresponds to the tenant ID of the system type GKR-Tenant, thus it is inherited from it.

1.4.2 Workstation ID Note Please note that the workstation ID has to be unique in a store (system type GKR-Store).

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Furthermore, the system types GKR-OPOS-FAT and GKR-OPOS-THIN are assigned a workstation ID in the file clientSystem.properties: SystemConfig.workstationId=103

Code Block 8 clientSystem.properties

2 Placing into service 2.1 Introduction The following chapter describes the necessary settings for placing into service the POS Client. Information on the following topics will be provided: • • • •

POS Client architecture variants Peripheral devices Security Linux configuration

2.2 POS Client architecture variants 2.2.1 Introduction Prerequisites To manually modify configuration files, you need to log in to the operating system with a user account that has permission to edit files in the POS Client installation directory.

This chapter describes how to configure the following POS Client variants: POS Thin Client, POS Full Client and Smart POS Client. Tip For detailed information on the Omnichannel Point-of-Sale architecture, refer to the "Omnichannel Point-ofSale Master Architecture Guide".

Information on the following topics will be provided: • • • •

Configuring Mobile POS and Flow Service Configuring Full POS Client Configuring Thin POS Client Configuring Smart POS Client and Service

2.2.2 Configuring Mobile POS and Flow Service 2.2.2.1 Introduction The Mobile POS Client does not have its own business logic, master data, or other persistence. The Mobile POS operates in the store and contacts the Flow Service for each function call. The Flow Service is a functionality that

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runs on a Hybrid Deployment (POS Full Client) and provides the POS business logic to all Mobile POS Clients in the store via a remote interface. The Flow Service also provides access to master data from the central master data repository and stores the finished POS transactions in the Central Transaction Pool. The following configurations are required for use of a Mobile POS Client: • Flow Service configuration • Connection to the Flow Service

2.2.2.2 Setting up the Flow Service To set up the Flow Service, proceed as follows: 1. Enable Flow Service in the file clientSystem.properties (standard\parameter\client\clientSystem.properties): SystemConfig.flowServiceEnabled=true ApplicationConfigs.Default.mainModule=classpath:/processModels/tpos/Simple.module ApplicationConfigs.Default.flowServiceMainModules.0=classpath:/processModels/tpos/SimpleUTPOS.module

Code Block 9 clientSystem.properties

2. Enable POS Groups in the file clientSystem.properties (standard\parameter\client\clientSystem.properties): SystemConfig.workstationTypeConfig.enablePosGroups=true

Code Block 10 clientSystem.properties

1. POS Groups are used for flow service discovery info and session replication in order to perform recovery operations during failover scenarios.

3. Additionally, the proper PosGroup name and path to the jgroups.xml needs to be defined in the file posGroups.properties (standard\parameter\client\posGroups.properties):

PosGroupsConfig.posGroupName=OmniChannel-FlowService-Group PosGroupsConfig.jgroupsConfigFilePath=${pos.root.dir}/config/standard/parameter/client/jgroups_tcpping.xm l

Code Block 11 posGroups.properties

2. The jgroups_tcpping.xml configuration file must be prepared/adjusted for each Flow Service instance. Example FlowService1 (ip=127.0.0.1, port=7800)

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Epson JavaPOS ADK > SetupPOS or by entering the following on the command line: c:\Program Files (x86)\Epson\JavaPOS\SetupPOS\SetupPOS.exe

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Figure 11 SetupPOS [34]

Use the button Add... to create new devices.

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Figure 12 SetupPOS - Add JposEntry [35]

Device configuration is set up in the subsequent windows. Once all required devices have been configured, create an XML file that includes all drivers. Then, copy the drivers to the template file jpos.xml . Configuration file jpos.xml :

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Code Block 72 jpos.xml

Finally, the assignment to the POS Client device configuration must be made. The configuration is set in the file hal.properties :

Test tools CheckHealth The test tool can be called via Windows Start menu or by calling CheckHealth.bat in the directory C:\Programs\Epson\JavaPOS\CheckHealth\. The file jpos.xml which includes the device drivers must exist in the defined directory.

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Figure 13 CheckHealthTool [36]

POSTest – The JavaPOS Device Test v1.10.0 POSTest is a universal tool for testing JavaPOS devices. In order to use the tool, it is recommended to copy the complete folder POSTest to drive C:\ of the system being used for device testing. In addition, copy the file jpos.xml with the required drivers to C:\POSTest\jpos.xml . To start the tool, depending on the hardware variant, e.g. use • IBM_EPSON1116_POSTest POSTest is described in the chapter IBM UnifiedPOS > Version 1.13.0 > POSTest – The JavaPOS Device Test v1.10.0.

2.3.6 Configuring the POS type Configuration files

defaultVars.cmd

Before starting the POS Client, it is necessary to submit the POS type (IBM, Wincor, HP) so that the correct driver configuration can be loaded. Otherwise, the hardware cannot be initialized. When executing the start file, the hardware profile is additionally submitted. The hardware profile is defined in the file defaultVars.cmd :

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"HW_PROFILE_WINCOR" "HW_PROFILE_HP" "HW_PROFILE_IBM"

Code Block 73 defaultVars.cmd

Start the POS Client with the hardware profile via console: run_tpos.cmd HW_PROFILE_XXX It is also possible to create a link with the corresponding property: run_tpos.cmd HW_PROFILE_XXX

2.3.7 Configuring the keyboard Configuration files

• ..\parameter\client\hal.properties • ..\parameter\client\jpos.xml

To configure a keyboard, proceed as follows: 1. Enable the keyboard in the configuration file hal.properties : DeviceEntryTypes.WN_kb_ta85_113.id=WN_kb_ta85_113 DeviceEntryTypes.WN_kb_ta85_113.descriptionKey=Keyboard DeviceEntryTypes.WN_kb_ta85_113.description=Keyboard DeviceEntryTypes.WN_kb_ta85_113.deviceCategory=KEYBOARD DeviceEntryTypes.WN_kb_ta85_113.enabled=true DeviceEntryTypes.WN_kb_ta85_113.active=true DeviceEntryTypes.WN_kb_ta85_113.className=com.gk_software.pos.hal.device.keyboard.JPosKeyboard

Code Block 74 hal.properties

2. Set the keyboard as the default keyboard. DeviceMappingEntryTypes.DefaultKeyboard.id=DefaultKeyboard DeviceMappingEntryTypes.DefaultKeyboard.deviceCategory=KEYBOARD DeviceMappingEntryTypes.DefaultKeyboard.mappedTo=WN_kb_ta85_113

Code Block 75 hal.properties

Note A corresponding entry must exist for the keyboard in the file jpos.xml . The logicalName corresponds to the id of the entry resulting from the file hal.properties . For POS keyboards, the assignment between key codes submitted by the keyboard and corresponding GK/Retail codes must be configured as well.











...

Code Block 76 jpos.xml

2.3.8 Configuring the customer display Configuration files

• ..\parameter\client\hal.properties • ..\parameter\client\jpos.xml

To configure the customer display, proceed as follows: 1. Enable the customer display in the configuration file hal.properties : DeviceEntryTypes.HPap5000LineDisplay.id=HPap5000LineDisplay DeviceEntryTypes.HPap5000LineDisplay.deviceCategory=LINE_DISPLAY DeviceEntryTypes.HPap5000LineDisplay.enabled=true DeviceEntryTypes.HPap5000LineDisplay.active=true DeviceEntryTypes.HPap5000LineDisplay.className=com.gk_software.pos.hal.device.line_display.JPosLineDispla y

Code Block 77 hal.properties

2. Configure the port in the file jpos.xml , if necessary:

...

...

Code Block 78 jpos.xml

Note

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A corresponding entry must exist in the file jpos.xml . The logicalName corresponds to the id of the customer display entry resulting from the file hal.properties .

2.3.9 Configuring the MICR Configuration files

• • • •

..\parameter\client\hal.properties ..\parameter\client\jpos.xml ..\parameter\client\flow\checkPaymentConfigs.properties ..\parameter\client\reports\default\check_payment.xml

To configure the MICR device, proceed as follows: 1. Enable the MICR device in the configuration file hal.properties : DeviceEntryTypes.MicChequeReader.id=MICR1 DeviceEntryTypes.MicChequeReader.descriptionKey=device.entry.virtual.micchequereader DeviceEntryTypes.MicChequeReader.description=Mic cheque reader DeviceEntryTypes.MicChequeReader.deviceCategory=MIC_CHEQUE_READER DeviceEntryTypes.MicChequeReader.enabled=true DeviceEntryTypes.MicChequeReader.active=true DeviceEntryTypes.MicChequeReader.className=com.gk_software.pos.hal.device.mic_cheque_reader.MicChequeRead er

Code Block 79 hal.properties

2. Set the MICR device as the default MICR. DeviceMappingEntryTypes.DefaultMicChequeReader.id=DefaultMicChequeReader DeviceMappingEntryTypes.DefaultMicChequeReader.deviceCategory=MIC_CHEQUE_READER DeviceMappingEntryTypes.DefaultMicChequeReader.mappedTo=MICR1

Code Block 80 hal.properties

Note A corresponding entry must exist in the file jpos.xml . The logicalName corresponds to the id of the MICR entry resulting from the file hal.properties .

To print on a check, set the configuration in the file checkPaymentConfigs.properties as follows: CheckPaymentConfigs.Default.useMICR=true CheckPaymentConfigs.Default.printCheck=true

Code Block 81 checkPaymentConfigs.properties

Which information is printed on the check depends on the values set in the configuration file check_payment.xml .

2.3.10 Configuring the MSR Configuration files

• ..\parameter\client\hal.properties • ..\parameter\client\jpos.xml

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To configure the MSR device, proceed as follows: 1. Enable the MSR device in the configuration file hal.properties : DeviceEntryTypes.MSR_RS232_ISO_SurePOS_500.id=MSR_RS232_ISO_SurePOS_500 DeviceEntryTypes.MSR_RS232_ISO_SurePOS_500.deviceCategory=MSR DeviceEntryTypes.MSR_RS232_ISO_SurePOS_500.enabled=true DeviceEntryTypes.MSR_RS232_ISO_SurePOS_500.active=true DeviceEntryTypes.MSR_RS232_ISO_SurePOS_500.className= com.gk_software.pos.hal.device.magnetic_stripe_reader.JPosMagneticStripeReader

Code Block 82 hal.properties

2. Configure the port in the file jpos.xml , if necessary:

...

...

Code Block 83 jpos.xml

Note A corresponding entry must exist in the file jpos.xml . The logicalName corresponds to the id of the MSR entry resulting from the file hal.properties .

2.3.11 Configuring the scanner Configuration files

• ..\parameter\client\hal.properties • ..\parameter\client\jpos.xml

To configure scanner, proceed as follows: 1. Enable the scanner in the configuration file hal.properties : DeviceEntryTypes.Honeywell_COM.id=Honeywell_COM DeviceEntryTypes.Honeywell_COM.deviceCategory=SCANNER DeviceEntryTypes.Honeywell_COM.enabled=true DeviceEntryTypes.Honeywell_COM.active=true DeviceEntryTypes.Honeywell_COM.className=com.gk_software.pos.hal.device.scanner.JPosScanner

Code Block 84 hal.properties

2. Configure the port in the file jpos.xml , if necessary:

...

...

Code Block 85 jpos.xml

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Note A corresponding entry must exist in the file jpos.xml . The logicalName corresponds to the id of the scanner entry resulting from the file hal.properties .

2.3.12 Configuring the drawer • ..\parameter\client\hal.properties • ..\parameter\client\jpos.xml

Configuration files

To configure a drawer, proceed as follows: 1. Enable the drawer in the configuration file hal.properties : DeviceEntryTypes.WN_CD1_PORT.id=WN_CD1_PORT DeviceEntryTypes.WN_CD1_PORT.deviceCategory=CASH_DRAWER DeviceEntryTypes.WN_CD1_PORT.enabled=true DeviceEntryTypes.WN_CD1_PORT.active=true DeviceEntryTypes.WN_CD1_PORT.className=com.gk_software.pos.hal.device.cash_drawer.JPosCashDrawer

Code Block 86 hal.properties

2. Set the drawer as the default drawer: DeviceMappingEntryTypes.DefaultCashDrawer.id=DefaultCashDrawer DeviceMappingEntryTypes.DefaultCashDrawer.deviceCategory=CASH_DRAWER DeviceMappingEntryTypes.DefaultCashDrawer.mappedTo=WN_CD1_PORT

Code Block 87 hal.properties

Note A corresponding entry must exist in the file jpos.xml . The logicalName corresponds to the id of the drawer entry resulting from the file hal.properties .

2.3.13 Configuring the scale Configuration files

Windows driver

• defaultVars.cmd Linux driver

• defaultVars.sh Configuration for JavaPOS

• ..\parameter\client\hal.properties • ..\parameter\client\scale.properties • ..\parameter\client\jpos.xml Configuration via Named Pipes

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• CS300SD.ini Configuring scale protocol 8217

• • • • •

..\parameter\client\hal.properties ..\parameter\client\scale.properties ..\parameter\client\ flow\customerFlowConfigs.properties ..\parameter\client\ ui-translation_en_US.properties ..\parameter\client\inputDomains.properties

The following describes the configuration of a scale (e.g. CS300 with software display).

2.3.13.1 Preparatory actions Generally, the scale is connected to the POS Client via a serial interface (e.g. COM3). The case is different if a software display is used. The software display is responsible for the communication with the scale via the serial interface and the POS Client communicates with the software display via Named Pipe or JavaPOS. JavaPOS is used in the example. Differences for the Named Pipes are explained below.

2.3.13.2 Windows driver Windows systems require a one-time installation where the corresponding installation command file installcs300sd.cmd resulting from the Bizerba installation package CS300_SDK_61107200130.zip is executed with administrator rights. Adjustments are made in the configuration file C:\Program Files\bizerba\cs300sd\cs300sd.ini after the installation. Check the COM port to which the scale is physically connected. After starting Windows, the software display must be started once via CS300SD.exe . KillSD.bat can be used to stop the software display. The drivers installed by means of the Bizerba installation process are located in subdirectories under :\Program Files\bizerba . Java routines are stored there as well. For this reason, two environment variables must be extended using the file defaultVars.cmd : Before starting the POS Client, perform these settings by calling defaultVars.cmd. REM *** Bizerba Scale *** SET BIZJPOS_HOME=%ProgramFiles%/bizerba/posscale SET classpath=%classpath%;%BIZJPOS_HOME%/com_bizerba_jpos_scalecsoem.jar REM *** Bizerba Scale *** SET librarypath=%librarypath%;%BIZJPOS_HOME%/winnt_x86

Code Block 88 defaultVars.cmd

In order to uninstall the software display, call uninstallcs300sd.bat .

2.3.13.3 Linux driver Linux systems require an X server. If the software display is intended to run both on the operator display and on the customer display, you have to install the package Xinerama. All installation activities must be executed with root rights.

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The Bizerba installation process is started after unpacking with tar -xzf cs300sd…tar.gz . Then, call install.sh . As an alternative, use the RPM package manager by calling rpm -i cs300sd…rpm. Upon installation, root rights are no longer required if the user has read and write permissions to the serial interface. The display can be started via /opt/Bizerba/cs300sd-gtk/bin/runcs300sd and stopped via stopcs300sd in the same path. Similar to Windows, paths must be extended. The command file being edited is defaultVars.sh. defaultVars.cmd: . Uninstall.sh or rpm -e cs300sd… are used for uninstallation. rpm -e cs300sd… > Tip For more information on the Bizerba installation process, refer to the driver package documentation.

2.3.13.4 Setting up the POS configuration for JavaPOS Switch from the virtual scale to the physical scale in the file hal.properties. Note Required lines should already exist, and need to be uncommented now. Set the applicable options, if desired.

1. Disable the virtual scale: DeviceEntryTypes.VirtualScale.enabled=false

Code Block 89 hal.properties

2. Enable the desired device: DeviceEntryTypes.BizerbaScaleCS300SD1.enabled=true

Code Block 90 hal.properties

3. Set DeviceMapping to default scale: DeviceMappingEntryTypes.DefaultScale.id=DefaultScale DeviceMappingEntryTypes.DefaultScale.deviceCategory=SCALE DeviceMappingEntryTypes.DefaultScale.mappedTo=BizerbaScaleCS300SD1

Code Block 91 hal.properties

Note

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The ID “BizerbaScaleCS300SD” applies to the scale Bizerba CS300 with its first software display. This scale is also set as the default scale.

For further setting options, refer to the file hal.properties . The ID “BizerbaScaleCS300SD” is included in the scale configuration file as well. The software display is directly addressed via JavaPOS. As an alternative, Named Pipes can be used (see below.) The POS Client directly communicates with the scale via dialog 06 only if no software display is used. Further parameters may be required and set for the communication. scale.properties #Bizerba CS scale is a CS300SD scale system #protocol type - dialog06 (default), JavaPOS scale.BizerbaScaleCS300SD1.protocol=JavaPOS #javapos device name (name of entry in jpos.xml) scale.BizerbaScaleCS300SD1.jposDeviceName=BizerbaScaleCS300SD1 scale.BizerbaScaleCS300SD1.noload.timeout=10000 scale.BizerbaScaleCS300SD1.motion.timeout=3000

Code Block 92 scale.properties

The JavaPOS device name is also set to “BizerbaScaleCS300SD1”. This name is called again in the file jpos.xml . In case of direct communication between the POS Client and the scale, the COM port would be set in the file scale-properties . jpos.xml











...

Code Block 141 inputGcDataForCompletionPayment.xml

The example refers to the mask in case of payment with gift card. After entering the number during the gift card payment, a mask with two entry fields appears: • The field for the gift card number shows inputDomain="GIFT_CERTIFICATE_PAYMENT_NUMBER". This means that the gift card number is displayed as an integer. • The field for the amount shows inputDomain="GIFT_CERTIFICATE_PAYMENT_AMOUNT". This means that the gift card amount is displayed as an amount with two decimal places.

4.3.2 Receipt layout configuration 4.3.2.1 General Within the receipt layout, it is possible to configure different formats. Depending on the printer, the configuration is defined in the XML files under: • ..\parameter\client\reports_ibm_wn\ • ..\parameter\client\reports\ Behind display_mask='ID: dataType ', there is the respective dataType resulting from the file inputDomains.properties . See the following example taken from the file transaction.xml :

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Code Block 142 transaction.xml

In this example, the bonus points are printed in the format BONUS_POINTS.

4.3.2.2 Country-specific settings There are different date and time specifications for different countries. The concrete date and time formats are defined in the file services-client.properties . The format used depends on the system language. LocalizationServiceConfig.localeConfigs.0.locale=en_US # The fallback locales #LocalizationServiceConfig.localeConfigs.0.fallbackLocales= LocalizationServiceConfig.localeConfigs.0.localeOverrides.dateFormatShort=MMyy LocalizationServiceConfig.localeConfigs.0.localeOverrides.dateFormatMedium=MM/dd/yy

Code Block 143 services-client.properties

In this example, the date format MM/dd/yy is used for a system with the system language en_US. In the report configuration, the format is referenced as shown below. See the following example taken from the file transaction.xml :

Code Block 144 transaction.xml

In this example, the time is printed in the format DATE_MEDIUM on the receipt. DATE_MEDIUM is defined in the file inputDomains.properties . dateFormatMedium defined in the file services-client.properties is used.

4.4 Defining key mappings Configuration files

• ..\parameter\client\hal.properties • ..\parameter\client\keyboardProcessor.properties

The keyboard is enabled in the file hal.properties . The configuration is defined mainly in the file keyboardProcessor.properties . To define a key, two entries have to be configured:

4.4.1 Function configuration At least, the following values are required:

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Description

processName Process during which the function can be called, e.g. Payment or ItemRegistration reactionName Function to be called Enter the value reactionName according to reactionType: If reactionType corresponds to a transition, the desired transition must be entered here. reactionType Type of function called (e.g. response or transition) id

ID

The example below shows the configuration for terminal payment. ProcessReactionKeyboardActions.StartPaymentTerminalProcess.processReactions.0.processName=Payment ProcessReactionKeyboardActions.StartPaymentTerminalProcess.processReactions.0.reactionName=terminalPayment ProcessReactionKeyboardActions.StartPaymentTerminalProcess.processReactions.0.reactionType=Transition ProcessReactionKeyboardActions.StartPaymentTerminalProcess.id=32

Code Block 145 keyboardProcessor.properties

The Terminal Payment function is called by using the transition terminalPayment, in the payment mask only. If you define the value reactionName only, the default configuration will be called. In addition, you can define some function parameters or a configId. If you define a parameter, the configId must be indicated as well. ProcessReactionKeyboardActions.StartMerchandiseCategorySaleSpecial.processReactions.0.processName=ItemRegistra tion ProcessReactionKeyboardActions.StartMerchandiseCategorySaleSpecial.processReactions.0.reactionName=merchandise CategorySale ProcessReactionKeyboardActions.StartMerchandiseCategorySaleSpecial.processReactions.0.reactionType=Transition ProcessReactionKeyboardActions.StartMerchandiseCategorySaleSpecial.configId=MerchandiseCategorySaleConfigs.Def ault ProcessReactionKeyboardActions.StartMerchandiseCategorySaleSpecial.configParameters.0.name=inputMerchandiseGro upId ProcessReactionKeyboardActions.StartMerchandiseCategorySaleSpecial.configParameters.0.value=030300 ProcessReactionKeyboardActions.StartMerchandiseCategorySaleSpecial.id=19

Code Block 146 keyboardProcessor.properties

In our example, the merchandise category 030300 is stored in a key, by means of the parameter inputMerchandiseGroupId. For this purpose, the configId MerchandiseCategorySaleConfigs.Default is loaded. The configId can be defined in the configuration file of the corresponding function. In our example, it is stored in the file merchandiseCategorySaleConfigs.properties .

4.4.2 Key configuration In a second entry, you have to define the key to be used for function call. The following values are required: Parameter

Description

id

ID

name

User-defined entry name

keyEventType

Defines the method of key operation:

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Parameter

Description KEY_TYPED=400 KEY_PRESSED=401 KEY_RELEASED=402

modifier

See explanation below.

keycode

See explanation below.

processReactionKeyboardActions

References the function to be called by operating the key.

There are two options for defining the modifier and keycode.

4.4.2.1 Defining modifier and keycode based on manufacturer information For each keyboard key, there is some information similar to: 0x760041=0x2000049

Relevant information is the part after =. The last two ciphers represent the keycode in hexadecimal. The hexadecimal number 49 e.g. corresponds to the decimal number 73. The first three digits correspond to the modifier (in our example, 0x2; thus, modifier=2). The following is valid: Entry

Explanation

0x0

modifier=0

0x1

modifier=1

0x2

modifier=2

0x3

modifier=3

0x4

modifier=8

0x5

modifier=9

0x6

modifier=10

0x7

modifier=11

4.4.2.2 Defining modifier and keycode based on the log file To access the modifier and keycode information from the log file, the following settings in the file hal.properties are required: KeyboardDevConfigs.DefaultKeyboard.keyboardTranslationDebugLogLevel=LogAndFireEvent

Code Block 147 hal.properties

In addition, configure the log level in the file logging.properties : log.level.com.gk_software.pos.hal=DEBUG

Code Block 148 logging.properties

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With these settings, when a key is operated, entries will be written in the following way to the log file: Keyboard event data : 0x2000049, out modif : 2, out char code : 73

4.4.2.3 Result For both methods, the result will be the same: modifier=2 keycode=73

This information allows you to create a complete entry as shown below (example): KeyboardProcessorConfig.keyboardInputConfigs.126.id=126 KeyboardProcessorConfig.keyboardInputConfigs.126.name=MerchandiseCategorySaleSpecial KeyboardProcessorConfig.keyboardInputConfigs.126.keyEventType=401 KeyboardProcessorConfig.keyboardInputConfigs.126.modifier=2 KeyboardProcessorConfig.keyboardInputConfigs.126.keycode=73 KeyboardProcessorConfig.keyboardInputConfigs.126.processReactionKeyboardActions.0=reference\:ProcessReactionKe yboardActions.StartMerchandiseCategorySaleSpecial

Code Block 149 keyboardProcessor.properties

Via ProcessReactionKeyboardActions.StartMerchandiseCategorySaleSpecial, this entry references the function Merchandise Category Sale.

4.5 Configuring MSR interpretation Configuration files

• ..\parameter\client\msrProcessor.properties

When using MSR, scanned data is transferred to the component for magnetic card data processing (MSR processor). The configuration is set in the file msrProcessor.properties : The MSR processor searches the file msrProcessor.properties for entries matching the scanned data. If a corresponding configuration is found, the functions defined in this configuration will be called, and the defined parameters will be transferred to these functions.

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MsrProcessorConfig.msrs.5.id=6 MsrProcessorConfig.msrs.5.name=Loyalty card MsrProcessorConfig.msrs.5.templates.0.track=1 MsrProcessorConfig.msrs.5.templates.0.name=prefix MsrProcessorConfig.msrs.5.templates.0.value=60884 MsrProcessorConfig.msrs.5.templates.0.index=0 MsrProcessorConfig.msrs.5.posStates.0.id=1 MsrProcessorConfig.msrs.5.posStates.0.processName=CustomerRegistration MsrProcessorConfig.msrs.5.posStates.1.id=2 MsrProcessorConfig.msrs.5.posStates.1.processName=ItemRegistration MsrProcessorConfig.msrs.5.posStates.2.id=3 MsrProcessorConfig.msrs.5.posStates.2.processName=Payment MsrProcessorConfig.msrs.5.actions.0.processReactions.0.processName=Payment MsrProcessorConfig.msrs.5.actions.0.processReactions.0.reactionName=customerRegistration MsrProcessorConfig.msrs.5.actions.0.processReactions.1.processName=ItemRegistration MsrProcessorConfig.msrs.5.actions.0.processReactions.1.reactionName=customerRegistration MsrProcessorConfig.msrs.5.actions.0.processReactions.2.processName=CustomerRegistration MsrProcessorConfig.msrs.5.actions.0.processReactions.2.reactionName=REINIT MsrProcessorConfig.msrs.5.actions.0.configId=CustomerRegistrationConfigs.CustomerRegistrationBonusCard MsrProcessorConfig.msrs.5.actions.0.configParameters.0.track=1 MsrProcessorConfig.msrs.5.actions.0.configParameters.0.name=customerOperationConfig.customerId MsrProcessorConfig.msrs.5.actions.0.configParameters.0.patternStart=5 MsrProcessorConfig.msrs.5.actions.0.configParameters.0.patternEnd=14 MsrProcessorConfig.msrs.5.actions.0.configParameters.0.trimZeroesLeft=true MsrProcessorConfig.msrs.5.actions.0.id=1

Code Block 150 msrProcessor.properties

Unlike scanning, the number of the track where data to be scanned is located (track 1 to 4 are possible) is specified for the configuration.

4.6 Use of check digit modules Configuration files

• ..\parameter\client\msrProcessor.properties • ..\parameter\client\barcodeProcessor.properties • ...

If character strings entered on the cash register contain a check digit, the check digit can be recalculated and, thus, used for validation of the corresponding character string. The check module is called by means of msrProcessor.properties , barcodeProcessor.properties or another POS function. The method to be used is transferred at function call. The following validation methods are available: • • • • • • • • •

Modulo 10 with weighting 3/1 (MOD10_1) Modulo 10 with weighting 3/1 on the first 27 digits (Mod10_4) Modulo 10 of the sum of products with weighting 2/1 (MOD10_2) Modulo 10 of the sum of products with weighting 3/1/7 (MOD10_3) Modulo 10 with weighting 2/1 (LUHN) Modulo 7 with weighting 2/1 (MOD7_1) Modulo 7 without weighting (MOD7_2) Modulo 11 with weighting according to the digit’s position in the number (Mod11_1) Modulo 97 without weighting (MOD97_1)

The check digit is validated by means of verify. The configuration sample described here refers to a scan processor rule taken from the configuration file barcodeProcessor.properties :

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BarcodeProcessorConfig.barcodes.6.id=106 BarcodeProcessorConfig.barcodes.6.name=Gift card (sale) BarcodeProcessorConfig.barcodes.6.type=EAN13 BarcodeProcessorConfig.barcodes.6.length=13 BarcodeProcessorConfig.barcodes.6.verify=MOD10_1 BarcodeProcessorConfig.barcodes.6.templates.0.name=prefix BarcodeProcessorConfig.barcodes.6.templates.0.value=999 BarcodeProcessorConfig.barcodes.6.templates.0.index=0 BarcodeProcessorConfig.barcodes.6.posStates.0.id=1 BarcodeProcessorConfig.barcodes.6.posStates.0.processName=GiftCertificateSale BarcodeProcessorConfig.barcodes.6.posStates.1.id=2 BarcodeProcessorConfig.barcodes.6.posStates.1.processName=ItemRegistration BarcodeProcessorConfig.barcodes.6.actions.0.processReactions.0.processName=ItemRegistration BarcodeProcessorConfig.barcodes.6.actions.0.processReactions.0.reactionName=giftCertificateSale BarcodeProcessorConfig.barcodes.6.actions.0.processReactions.1.processName=GiftCertificateSale BarcodeProcessorConfig.barcodes.6.actions.0.processReactions.1.reactionName=REINIT BarcodeProcessorConfig.barcodes.6.actions.0.configId=GiftCertificateSaleConfigs.GiftCardSale BarcodeProcessorConfig.barcodes.6.actions.0.configParameters.0.name=gcNumber BarcodeProcessorConfig.barcodes.6.actions.0.configParameters.0.patternStart=0 BarcodeProcessorConfig.barcodes.6.actions.0.configParameters.0.patternEnd=12

Code Block 151 barcodeProcessor.properties

5 Internationalization 5.1 Introduction Prerequisites To manually modify configuration files, you need to log in to the operating system with a user account that has permission to edit files in the POS Client installation directory.

This chapter provides general information about internationalization and describes the country-specific configuration settings. Information on the following topics will be provided: • General information • Configuring the rounding • Configuring US-specific functions

5.2 General information 5.2.1 Setting system language The system language of the POS Client is set in the file services-client.properties : {language_country} See also the example below: LocalizationServiceConfig.defaultLocale=en_US

Code Block 152 services-client.properties

In this example, en_US is set as system language. The language is English (en) and the country is (US).

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5.2.1.1 Using foreign-language menus Foreign-language menus can only be used on the POS Client if the following files are available: • config-translation.{language_country} • ui-translation_ {language_country} .properties The operator to be logged in must have the same language indicator. See the following example taken from the import file: deDE

5.2.1.2 Translation rules All texts to be translated must be defined as keys. Example buttons: When defining a button, a key is stored. See the following example taken from the file registrationTabs.xml :

Code Block 153 registrationTabs.xml

The key valueKey="giftCertificateSale.saleGiftCard.button", which is used here, is stored for each uitranslation_ {language_country} .properties : giftCertificateSale.saleGiftCard.button=Gift Card Verkauf

Code Block 154 ui-translation_de_en.properties

giftCertificateSale.saleGiftCard.button=Gift Card Sale

Code Block 155 ui-translation_en_US.properties

5.2.1.3 Currency symbol Currencies are managed via global configuration. Each currency may have an assigned currency symbol that is used by the POS Client, e.g. in the item info panel. An entry taken from the global configurationCurrency may look as follows:

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1

USD US US Dollar $

The following table contains the descriptions of the parameters: Parameter

Description

ISOCurrencyCode

ISO currency code

ISOCountryCode

ISO country code

ISOCurrencyName

Currency name

Symbol

Currency symbol

5.3 Configuring the Rounding • ..\parameter\server\services.properties

Configuration files

5.3.1 Subtotal Rounding The subtotal rounding can be separately configured for positive and negative subtotals. The configuration is set in the file services.properties : TransactionCalculationServiceConfig.roundMethod=02 TransactionCalculationServiceConfig.roundMethodNegativeSubtotal=03

Code Block 156 services.properties

The following table contains the descriptions of the parameters: Parameter

Description

roundMethod

Rounding method for positive subtotals

roundMethodNegativeSubtotal

Rounding method for negative subtotals

In general, the following values can be set for rounding: Entry

Description

Description

00

NO_ROUNDING

No rounding

01

ROUND_HALF_UP

Round half up (round up for >= 0.5, otherwise round down), commercial

02

ROUND_DOWN

Round down

03

ROUND_UP

Round up

04

ROUND_HALF_DOWN

Round half down (round up for > 0.5, otherwise round down)

It is configurable whether or not the payment removes the subtotal rounding. This configuration is set on the tender which is maintained via the global configuration Tender.

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true

The following table contains the descriptions of the parameters: Parameter

Description

RoundingRequiredFlag = true

The subtotal rounding is set and will not be removed

RoundingRequiredFlag = false

The subtotal rounding will be removed and no rounding will be performed

The following possibilities are available for setting the rounding: 1. Subtotal rounding in all cases The rounding is performed according to: • the settings in the global configuration CurrencyRoundingRule • the accuracy of the currencyRoundingRule.RoundPaymentAmount of the home currency • the currencyRoundingRule.RoundPaymentAmount is a value which can be set independently of the smallest denomination to round e.g. according to 0.05 EUR and instead of the smallest denomination (e.g. 0.01 EUR) • if the currencyRoundingRule.RoundPaymentAmount is 0 | null , no rounding will be made 2. Tender rounding only A differentiation is made between: • the payment amount in home currency: The rounding of the payment amount is performed using option 1. • the payment amount in foreign currency: The rounding is performed on the basis of the foreign currency settings. 3. Subtotal rounding is replaced by tender rounding The configuration is set in the file services.properties : PaymentServiceConfig.replaceSubtotalRounding=true

Code Block 157 services.properties

5.3.2 Rounding of Payment Amount Entries in Subtotal In order to ensure that only valid entries are entered according to the currencyRoundingRule.RoundPaymentAmount of the used currency, the payment amount entries are validated with a field rule. The configuration is set in the file inputDomains.properties using the parameter validateRoundPaymentAmount . Amounts, for which the denomination of the currency should be checked, can be checked using the parameter validateDenomination (e.g. tender counting masks) .

5.3.3 Rounding of the Line Item Amount If the line item amount is calculated during item entry (e.g. entry of area-based items), the result is rounded as well. The rounding is performed according to:

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• the available rounding rule • the decimal places

5.3.4 Change Rounding The change rounding is based on the currencyRoundingRule.RoundPaymentAmount of a tender. If the RoundPaymentAmount of the currency rounding rule is 0 | null , no rounding will be made. It is checked whether an open payment amount exists and whether it is smaller than the currencyRoundingRule.RoundPaymentAmount. If so, the open payment amount is rounded according to the rounding rule and the currencyRoundingRule.RoundPaymentAmount. If a change amount exists, the change amount itself is rounded to the RoundPaymentAmount of the currency rounding rule of the change currency. The configuration of the rounding rule is defined in the file services.properties : TransactionCalculationServiceConfig.changeRoundMethod=01

Code Block 158 services.properties

5.4 Configuring US-specific functions Configuration files

Food Stamps

• ..\parameter\client\foodStampsTotalConfigs.properties Taxware

• defaultVars.cmd • ..\parameter\server\services.properties

5.4.1 Women, Infants & Children (WIC) 5.4.1.1 Function configuration WIC checks are issued by local US authorities and distributed to low-income women and infants and children under the age of five years who are vulnerable to nutritional risk. These checks are used for payment of WIC items only. The POS Client reads the WIC checks printed with MICR technology, by using the MICR reader (MICR = Magnetic Ink Character Recognition). For function call, the user must switch the POS Client to WIC mode. A button is required for this purpose. See the following example taken from the file registrationTabs.xml :

Code Block 159 registrationTabs.xml

5.4.1.2 Master data Items are only considered as valid WIC items if they are marked as WIC items in the import file:

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true

In addition, WIC tenders must have been imported with the following properties: true ... WIC

The following table contains the descriptions of the elements: Element

Description

ItemRestrictionsApplyFlag>true
WIC
true
FOST
Zip Master File VERAZIP -> County File Fees File Exception Rule File

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7. After selecting the corresponding data, select Run to start the process and then Exit to complete the process.

5.4.3.2 Additional installation When using POS Service or Smart POS Service, the following steps are necessary.

Generation of loader files (version 4.0.x) See How To - Create Taxware JNI Loader

Tomcat The generation provides the file taxware-loader-.jar . To do so, proceed as follows: 1. Stop Tomcat 2. Copy the file taxware-loader-.jar to the "shared library" folder of Tomcat. It is located under: ${catalina.home}/lib/ 3. Adjust the classpath. 4. Start Tomcat.

NetWeaver The generation provides the file taxware-loader-sda--netweaver.sda . To install it in NetWeaver, proceed as follows: 1. Copy taxware-loader-sda--netweaver.sda to the desired location on the corresponding system, e.g. directly to drive D. 2. Open textconsole.bat of NetWeaver. 3. Start the installation by entering the following command in the console (example is for cases where the file is saved directly to drive D): deploy d:\taxware-loader-sda--netweaver.sda 4. Adjust the classpath. 5. Use the following command to check the installation: ll |grep gk After that, the following is displayed: [library:com.gk-software.pos-platform~TaxwareLoader] [sap.com/gkr-platform] 6. If there is need for an uninstallation, the required information on the name and the vendor can be obtained via the previously mentioned command. The command for the uninstallation is: undeploy name=TaxwareLoader vendor=com.gk-software.posplatform

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5.4.3.3 Adjustment of the classpath Refer to the external tax program by indicating the path to the software installation: C:/Program Files/Taxware Applications/utl/jcom/ You have to differentiate whether you are using Thin Client or Full Client.

Thin Client with POS Service or Smart POS Service The path is configured in Tomcat or NetWeaver.

Tomcat For Tomcat, the following has to be indicated, depending on the location where the program is installed. set CATALINA_OPTS=-Djava.library.path="C:\Program Files\Taxware Applications\utl\jcom"

Code Block 161 catalina.bat

wrapper.java.library.path.2=C:/Program Files/Taxware Applications/utl/jcom/

Code Block 162 wrapper.conf

Furthermore, adjust the path of the system variables.

NetWeaver For NetWeaver, java.library.path must be set, depending on the location where the program is installed. Make sure that the path to which you install Taxware does not include a space. One of the possibilities to set the java.library.path is via the NetWeaver administration user interface. Proceed as follows: 1. Call the NetWeaver administration user interface on http://IP address of the NetWeaver:50000/startPage. 2. Select SAP NetWeaver Administrator tab Configuration - menu item Infrastructure - option Java System Properties, to go to the page Java System Properties: Overview. 3. Under Details about ZATPL_AIO , select the tab System VM Parameters. 4. Use the button Add to add the desired path. • Name (Without -D) : java.library.path • Value: C:/Taxware_Applications/utl/jcom 5. Furthermore, adjust the path of the system variables. To do this, go to Extended and select the button Environment Variables. Under System Variables , adjust the variable Path and add: C:\Taxware_Applications\utl\;C:\Taxware_Applications\utl\jcom 6. Finally, restart the NetWeaver.

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Full Client For Full Client, the path to Taxware is indicated in the file defaultVars.cmd . The following two entries are necessary, depending on the location where the program is installed. SET librarypath=%librarypath%;C:\Program Files\Taxware Applications\utl\jcom ... SET PATH=C:\Program Files\Taxware Applications\utl;%PATH%

Code Block 163 defaultVars.cmd

Make sure that the directory lib_ext\taxware is extracted from the archive pos-driver.zip to the root directory posfull. In addition, you need to uncomment the following line: SET classpath=%classpath%;%LIB_EXT%/taxware/*

Code Block 164 defaultVars.cmd

5.4.3.4 Adjustment of the master data The prerequisite is that the relevant data has been maintained in the global configuration BusinessUnit. Check this in the file dc_import_BusinessUnit.xml . The City, PostalCode and Territory must match each other. An entry, e.g. for Chicago, may look as follows:

DEFAULT WORK Chicago 60701 US < contact:TerritoryName>Chicago Main street 1 IL

Code Block 165 dc_import_BusinessUnit.xml

5.4.3.5 Activation of the external tax calculation Set the external tax calculation in the file services.properties and enter the provider: TaxEngineConfig.taxEngine=External ... ExternalTaxEngineConfig.vendor=Taxware

Code Block 166 service.properties

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The file services.properties is located under ..\config\standard\parameter\server\services.properties.

5.4.3.6 Configuration of Taxware Additionally, you can perform various settings in the Taxware configuration. For example, this includes the setting that the tax calculation is based on the discounted prices. For this purpose, adjust the file taxdscpd as follows: 111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111 111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111 000000100000000000000100010000000000001000010000000000000000000000000000000000000000000000000000000

Code Block 167 taxdscpd

The file is located in this path: ..\c$\Program Files\Taxware Applications\indata\taxdscpd

6 Tenders 6.1 Introduction Prerequisites To manually modify configuration files, you need to log in to the operating system with a user account that has permission to edit files in the POS Client installation directory.

This chapter describes how to create and configure tenders. Information on the following topics will be provided: • Creating tenders • Configuring tenders for offline terminal payment • Defining permitted tenders

6.2 Create tender Configuration files ..\sm.server\import\datacontainer\data-containers\[version]\instance_{language_country}\Tender\dc_import_Tender.xml

To create a tender, the following steps are necessary:: 1. Create the tender via global configuration. 2. Create a button for the tender via the Menu Editor.

6.2.1 Creating the tender via global configuration First, you create the tender via global configuration Tender. For this purpose, two options are available:

6.2.1.1 Adding a tender at file level You can add the tender at file level, to the file dc_import_Tender.xml .

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Proceed as follows: 1. Add the desired tender to the file dc_import_Tender.xml . 2. Import the global configuration instance on the Storemanager. The imported global configuration is highlighted in red after import. 3. Send the change to the respective system.

6.2.1.2 Adding a tender via Storemanager You can add the tender via Storemanager Editor. Proceed as follows: 1. Choose the global configuration Tender in the corresponding version and language. 2. Open the editor. 3. Create the new tender with the desired properties. The global configuration is highlighted in red after saving. 4. Send the change to the respective system. Depending upon the properties the new tender is intended to have, further global configuration changes may be necessary. These may include the following: • • • • •

TenderAdjustmentRule TenderClass TenderSaleReturnRule CustomerTenderGroup CustomerTenderGroupTender

6.2.2 Creating a button for the tender via the Menu Editor Then, create the desired button via the Menu Editor Proceed as follows: 1. 2. 3. 4.

Edit the payment mask. Create a functional button at a position of your choice and label it accordingly. Add the corresponding processConfigId and the tenderClassCode. Save your changes.

6.3 Configuring tenders for offline terminal payment Configuration files

• ..\parameter\client\flow\terminalPaymentConfigs.properties

If a tender is to be used for offline terminal payment, i.e. the terminal is not connected to the POS Client, the parameter isOfflineTerminalPayment must have the value true for the corresponding payment function. The configuration is defined in the configuration file terminalPaymentConfigs.properties : TerminalPaymentConfigs.OfflineAmex.paymentOperationConfig=include:TerminalPaymentOperationConfigs.Default TerminalPaymentConfigs.OfflineAmex.paymentOperationConfig.isOfflineTerminalPayment=true TerminalPaymentConfigs.OfflineAmex.paymentOperationConfig.tenderClassCode=OA

Code Block 168 terminalPaymentConfigs.properties

For the tender EFT offline Amex, the payment is performed without a connected terminal.

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The payment is posted to the tender indicating tenderClassCode=OA. The corresponding tenderClassCode is defined in the global configuration Tender:

ZTOA OA EUR EFT-Offline Amex ...

6.4 Defining permitted tenders Configuration files

• ..\parameter\client\flow\allowedTendersConfigs.properties • dc_import_Tender.xml • GKTenderRestrictionRule.xml

Tenders can be managed by means of the global configuration Tender.

6.4.1 Block a tender It is possible to generally block a tender for use on the cash register. To do so, set Tender.BlockingFlag = true for the respective tender: false

6.4.2 Tender groups for customer groups Tender groups can be created for particular customer groups. The customer groups can then be assigned to a defined tender group. Thus, tenders can be exclusively defined or explicitly excluded for particular customer groups. This setting is made by means of global configurations: 1. Create a customer tender group in the global configuration CustomerTenderGroup:

CREDIT Credit false

The following table contains the descriptions of the elements: Element

Description

CustomerTenderGroupCode>CREDIT