Dynamics Community Forum Thread Details

Lot of questions - Please help

I have a lot of questions and hope someone can help answer.

1. How to re-issue balance on a voucher. If there was €5 balance on voucher return cash.

2. I want to run a savings club where customers can pay money into there account without buying anything. When they have money saved up they can purchase what they like. A layaway for any item.

3. When I do a X and Z read will returns show up.

4. I use to use a different POS system. What is the best way to put in a return from a receipt from the old pos system as RMS wont have any details of the sale.

5. Is it possible to preview a X read before print. Sometimes I don't want to print a preview would be good enough.

6. When printing a Gift voucher the receipt say Sales Receipt. Is it possible for Vouchers to say Gift Voucher instead of Sales Receipt.

7. Is it possible to print 2 Vouchers. One for the customer and one for me?

9. When entering closing amounts is it possible to either print it out or be notified that it has been done.

Jay,

Here's the answers to some of your questions

3. When I do a X and Z read will returns show up.

Yes, there is a separate line on the X/Z reports for Returns, just under the line for Sales

5. Is it possible to preview a X read before print. Sometimes I don't want to print a preview would be good enough.

Yes. In Store Ops Manager --> Database --> Registers --> Register List --> Properties, there are the tabs for Receipt Printer 1 and 2.

On those Receipt Printer tabs, you can choose when you want receipts to print. You would want to select the option "Print Only After Asking the Cashier."

Assuming you have the "Journal Receipts from this printer" option checked, it will save an image of the receipt even if you don't physically print it.

Back in Store Ops POS, you will be prompted whether or not you want to print a receipt.

You can then click F4-Recall, and see that receipt image without it creating a hard copy.

(Note: this will affect all receipts for that receipt printer, not just X/Z reports)

7. Is it possible to print 2 Vouchers. One for the customer and one for me?

I'm not sure what you mean by printing 2 vouchers. Did you mean 2 copes of the receipt?

IF so, then that can be done by setting the Receipt Count property on the receipt format

Store Ops Manager --> Database --> Registers --> Receipt Formats --> Properties --> Properties

About four lines down on the Attributes pane on the left side, there is a Receipt Count attribute

9. When entering closing amounts is it possible to either print it out or be notified that it has been done.

You can run your X report to see if the closing amounts have been entered.

Also, if you forget you entered them and try to enter them again, you will receive a warning message "Closing amounts have already been entered. Would you like to overwrite them"

Do you have an RMS partner who normally provides you with your RMS updates and support? I think they should be able to provide many of these answers.

We're glad to help out here, but these are things your RMS reseller should be providing for you.

If you don't currently have an RMS partner, I know there are many people on this forum who would be interested in talking with you and establishing that relationship to help you with your immediate and long-term needs.

Bill

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