How To Configure Inventory POS

Introduction

This guide details how to configure and use the Inventory POS Launch feature, which allows users to start the POS system directly in Inventory mode. This setup restricts access to Inventory functions only, providing a streamlined interface for Inventory management.

Overview

This guide will cover the configuration for the following:

• Inventory Launch - Restricts the POS to Inventory functionalities from startup.

Prior Training / Experience

You should be familiar with the following:

• Estate Manager Configuration

• Data Broadcasting

• Menus and User Roles

Configuration Steps

This guide describes configuring the Inventory POS Launch mode, which directly starts the POS into the selected Inventory functionality.

POS Terminal

The POS Terminal Configuration is essential as it determines how the POS operates, including which functionalities are available at start-up, including Inventory Launch. This configuration could equally be applied to a POS Terminal Template.

The POS Terminal Maintenance application can be accessed through:

Configuration > Organisation > POS Terminal

Search for the POS Terminal

Select the Edit icon to the left of the screen.

Select User Interface

Set the appropriate values on the User Interface tab as follows:

Configuration	Value	Description
Default Launch Event	InventoryLaunchStart	Directs the POS to open directly in the Inventory interface. This is a fixed value.
Display Launch Menu	Tick box selected	This value is required for the default launch event to work

Menus

To enable the use of the above Inventory POS mode, appropriate Menu and Role privileges should be configured separately.

The Menu Maintenance application can be accessed through:

Configuration -> System -> Menus

Select Create New Menu

The following parameters should be set to create the Inventory menu.

Configuration	Value	Description
Menu Set	POS	POS is selected.
Role	Sales Assistant	Select the appropriate Role for the user.
Menu Group	Default Standard POS	Select the appropriate Menu Group
Locale	English (UK)	Select the appropriate locale.
Menu ID	INVENTORY_LAUNCH	This is a fixed menu ID and must be used.

The following events are supported for the Inventory Menu:

• Transfer In

• Transfer Out

• Return to Supplier

• Adjust Stock

• Branch Purchase Order

• Check Counts

• Record Count

• Item Spot Check

These can be selected from the event dropdown when configuring menu buttons under the INVENTORY_LAUNCH menu.

If you already have an existing Inventory menu, you can copy it and name the new copy as INVENTORY_LAUNCH for use with the Inventory launch features. This method allows you to retain the original structure while customising it to better fit the needs of your Inventory functionality. Alternatively, if you decide to create the menu from scratch, you can include the supported buttons listed above to ensure users have quick access to essential Inventory tasks.

*Configuring Menus is further described in a separate How-to Guide.

User Templates

The User Template Maintenance application can be accessed through:

Configuration -> HR -> User Templates

Authorisation to run the specific functionality documented here are controlled with privileges maintained in roles. For users to successfully log onto the POS and access the Inventory Launch menu, they must have the appropriate role assigned that corresponds to the role in the menu's configuration. If the user does not possess this role, they will be unable to utilize the Inventory functionality as intended.

Most Users are assigned to a User Template. Their User Template controls the User Roles that are assigned to them.

Ensure the User Template being used for the Inventory user contains the User Role assigned to the Inventory Functions menu.

Alternatively, if Users are configured individually without the use of a template, the role can be assigned to each user via the User Maintenance application.

Broadcasting

To deliver the configuration changes to the POS, broadcast the following entities.

• POS Terminal / POS Terminal Template

• Menu

• Users

• User Templates

POS Functionality

Inventory Launch Functionality

Start the POS and log in. The POS displays the Inventory Launch menu. It isn't possible to access any other POS functions except for those defined on this menu.