Skip to main content

How To Navigate POS Store, Recall & Receipts

Introduction​

This guide is part of the POS Functionality series, which documents the standard behaviour of the Enactor Point of Sale (POS) in Standard Configuration (SC) for Version 2.7.747.RC2.

The Store & Recall functions enable operators to temporarily save in-progress transactions and retrieve them for later processing. Transactions can be stored manually by printing a receipt with the transaction ID, or stored automatically when an operator logs out. The Receipts functions enable operators to reprint recent or archived transactions, produce gift receipts for selected items or entire transactions, and offer customers tax receipts or email receipts.

The purpose of this guide is to demonstrate the steps to perform the following functions on the Enactor POS:

  • Store by Receipt - storing a transaction and printing a receipt with the transaction ID
  • Store by User - automatically storing a transaction when the operator logs out
  • Recall by Receipt - recalling a stored transaction by scanning its transaction ID
  • Recall by User - automatically recalling a stored transaction when the operator logs in
  • Reprint Recent - reprinting a receipt for a recent transaction
  • Reprint Archive - reprinting a receipt for an older archived transaction
  • Select Items for Gift Receipt - marking specific basket items to produce a gift receipt
  • Request Gift Receipt Transaction - marking the entire transaction to produce a gift receipt
  • Request Tax Receipt - requesting that tax details are printed on the sale receipt
  • Request Email Receipt - sending a receipt to the customer's email address
info

This guide covers the POS as experienced by the operator at the till. It does not cover Estate Manager configuration. All screens shown are POS terminal screens.

Overview​

This guide covers the following sections:

  1. Store by Receipt - Storing an in-progress transaction and printing a receipt containing the transaction ID for later recall.
  2. Store by User - Automatically saving a transaction when the operator logs out, ready to be recalled upon next login.
  3. Recall by Receipt - Retrieving a stored transaction by scanning the transaction ID printed on the stored receipt.
  4. Recall by User - Automatically restoring a stored transaction when the operator logs back in to the POS.
  5. Reprint Recent - Selecting a recent transaction from a list and choosing a printing option to reprint the receipt or related documents.
  6. Reprint Archive - Locating an older transaction by scanning or searching and choosing a printing option to reprint the receipt or related documents.
  7. Select Items for Gift Receipt - Marking individual basket items with a Gift tag so that a gift receipt is generated at the point of tender.
  8. Request Gift Receipt Transaction - Adding a Gift Receipt Requested tag to the entire transaction so that both a standard sale receipt and a gift receipt are produced.
  9. Request Tax Receipt - Flagging the transaction so that tax details are printed on the sale receipt.
  10. Request Email Receipt - Capturing the customer's email address so that the receipt is sent digitally after the transaction.

Store & Recall​

The Store & Recall function enables operators to store transactions in a receipt and recall them later.

Transactions can be automatically stored when the operator logs out and recalled by scanning the transaction ID, if no items are present in the basket.

Transactions that have been automatically stored upon the operator's logout are recalled when the operator logs back in to the POS.

This functionality allows operators to temporarily save and retrieve transactions for later processing.

Path: Enactor POS > Sale > Sales > More > Store / Recall Options

Store by Receipt​

The Store Transaction function enables operators to store transactions in a receipt.

This feature will store the transaction and print a receipt with the transaction ID.

This functionality allows operators to temporarily save transactions for later processing and provides a physical record of the stored transaction.

Path: Store / Recall Options > Store Transaction

Store by Receipt Procedure​

  1. From the Sale screen, add the items to the basket as normal.
  2. Select Sales from the function buttons, then select More, followed by Store / Recall Options.
  3. Select Store Transaction. The POS stores the transaction and prints a receipt containing the transaction ID.
  4. The basket is cleared. The printed receipt serves as the physical record for recalling the transaction later.

Enactor POS Sale screen showing the Store / Recall Options menu accessible from the Sales function button.

Store by Receipt - Store / Recall Options - navigate to Sales > More > Store / Recall Options and select Store Transaction to store the current transaction.

Enactor POS printed receipt showing the stored transaction ID. The receipt is a narrow slip with the transaction ID barcode and reference number printed for later recall.

Store by Receipt - Stored Transaction Receipt - the POS prints a receipt with the transaction ID. Retain this receipt to recall the transaction later.

This completes the Store by Receipt procedure.

Store by User​

The Store by User function enables transactions to be automatically stored by user upon logout.

This feature allows operators to temporarily save transactions for later processing when they log out of the POS.

This functionality provides a convenient way for operators to save their work and resume it later.

Path: Enactor POS > Operator logout (automatic)

Store by User Procedure​

  1. From the Sale screen, with items in the basket, log out of the POS using the operator logout function.
  2. The POS automatically stores the in-progress transaction against the operator's user account.
  3. The basket is cleared. The stored transaction will be recalled automatically when the operator next logs in.

Enactor POS Sale screen showing an in-progress transaction with items in the basket. The operator is about to log out, which will trigger automatic storage of the transaction.

Store by User - In-Progress Transaction - when the operator logs out with items in the basket, the POS automatically stores the transaction against the operator's user account.

Enactor POS login screen displayed after the operator has logged out. The stored transaction will be recalled automatically when the operator logs back in.

Store by User - POS Login Screen - after logout the transaction is stored. The operator can log back in to automatically recall and resume the stored transaction.

This completes the Store by User procedure.

Recall by Receipt​

The Recall by Receipt function enables operators to recall transactions that have been stored by receipt.

This feature prompts the operator to scan the transaction ID stored in the receipt.

This functionality allows operators to retrieve and resume transactions that have been temporarily saved using the Store by Receipt function.

Path: Store / Recall Options > Recall Transaction

Recall by Receipt Procedure​

  1. From the Sale screen, ensure the basket is empty.
  2. Select Sales from the function buttons, then select More, followed by Store / Recall Options.
  3. Select Recall Transaction. The POS prompts the operator to scan or enter the transaction ID.
  4. Scan the transaction ID barcode from the stored receipt or enter the transaction ID manually.
  5. The stored transaction is recalled and the basket is repopulated with the stored items. Proceed to complete the transaction normally.

Enactor POS Store / Recall Options menu showing the Recall Transaction option selected.

Recall by Receipt - Store / Recall Options - navigate to Sales > More > Store / Recall Options and select Recall Transaction to begin the recall process.

Enactor POS transaction ID entry screen prompting the operator to scan or enter the stored transaction ID from the receipt.

Recall by Receipt - Transaction ID Entry - scan the barcode on the stored receipt or enter the transaction ID manually to recall the stored transaction.

Enactor POS Sale screen showing the recalled transaction with items repopulated in the basket.

Recall by Receipt - Transaction Recalled - the stored transaction is recalled and the basket is repopulated with the original items. Proceed to tender to complete the transaction.

This completes the Recall by Receipt procedure.

Recall by User​

The Recall by User function enables transactions to be automatically recalled by user upon login.

This feature allows operators to access transactions that were previously stored automatically when they log in to the POS.

This functionality provides a convenient way for operators to review their work and resume transactions from where they left off.

Path: Enactor POS > Operator login (automatic)

Recall by User Procedure​

  1. Log in to the POS using your operator credentials.
  2. If a transaction was automatically stored against the operator's user account upon the previous logout, the POS automatically recalls the stored transaction.
  3. The basket is repopulated with the stored items. Proceed to complete the transaction normally.

Enactor POS Sale screen showing an automatically recalled transaction with the basket repopulated with items from the previously stored transaction.

Recall by User - Transaction Recalled on Login - when the operator logs in, the previously stored transaction is automatically recalled and the basket is repopulated.

Enactor POS Sale screen with the recalled transaction items visible in the basket, ready for the operator to proceed to tender.

Recall by User - Basket with Recalled Items - review the recalled items in the basket and proceed to tender to complete the transaction.

This completes the Recall by User procedure.

Receipts​

Receipt functions allow operators to:

  • Reprint recent transactions
  • Reprint older transactions from archive
  • Select items for gift receipt
  • Request transaction for gift receipt
  • Request tax receipt
  • Request email receipt

Path: Enactor POS > Sale > Sales > Receipts

Reprint Recent​

The Reprint Recent function enables operators to reprint recent transactions.

This function prompts the operator to select a transaction from a list of recent transactions.

Once a transaction is selected, various printing options are presented on screen for the operator to choose from.

This functionality provides a convenient way for operators to reprint receipts or other transaction-related documents.

Path: Receipts > Reprint Recent

Reprint Recent Procedure​

  1. From the Sale screen, select Sales from the function buttons, then select Receipts.
  2. Select Reprint Recent. The POS displays a list of recent transactions.
  3. Select the transaction to be reprinted from the list.
  4. A list of printing options is displayed - select the required option (for example, reprint receipt).
  5. The selected document is sent to the printer.

Enactor POS Receipts menu showing the Reprint Recent option.

Reprint Recent - Receipts Menu - navigate to Sales > Receipts and select Reprint Recent to access the list of recent transactions.

Enactor POS Reprint Recent screen showing a list of recent transactions available for reprinting. Each entry shows the transaction reference and date.

Reprint Recent - Transaction List - select the transaction to be reprinted from the list of recent transactions.

Enactor POS Reprint Recent printing options screen showing the available print options for the selected transaction, such as reprint receipt.

Reprint Recent - Printing Options - select the required printing option for the selected transaction.

Enactor POS receipt printout for the reprinted recent transaction. A narrow printed slip shows the transaction details.

Reprint Recent - Reprinted Receipt - the selected document is printed. The reprinted receipt shows the original transaction details.

This completes the Reprint Recent procedure.

Reprint Archive​

The Reprint Archive function enables operators to reprint older transactions.

This function prompts the operator to scan a transaction ID or search for it in the database.

Once a transaction is selected, various printing options are presented on screen for the operator to choose from.

This functionality provides a convenient way for operators to reprint receipts or other transaction-related documents for older transactions.

Path: Receipts > Reprint Archive

Reprint Archive Procedure​

  1. From the Sale screen, select Sales from the function buttons, then select Receipts.
  2. Select Reprint Archive. The POS prompts the operator to scan a transaction ID or search for it.
  3. Scan the transaction ID barcode or enter the transaction ID manually to search the archive.
  4. Select the transaction from the search results. A list of printing options is displayed.
  5. Select the required printing option (for example, reprint receipt). The selected document is sent to the printer.

Enactor POS Reprint Archive screen showing a transaction ID entry field for scanning or manually entering the transaction ID to search the archive.

Reprint Archive - Transaction ID Entry - scan or enter the transaction ID to locate the archived transaction.

Enactor POS Reprint Archive printing options screen showing the available print options for the selected archived transaction.

Reprint Archive - Printing Options - select the required printing option for the selected archived transaction.

Enactor POS receipt printout for the reprinted archived transaction. A narrow printed slip shows the archived transaction details.

Reprint Archive - Reprinted Receipt - the selected document is printed from the archive. The reprinted receipt shows the original transaction details.

This completes the Reprint Archive procedure.

Select Items for Gift Receipt​

The Gift Receipt function enables operators to select items for gift receipt.

This function prompts the operator to mark items for gift receipt.

Once completed, a Gift tag is attached to the selected items which will generate a gift receipt.

A gift receipt is a receipt that does not show the price of the items but allows the recipient to return or exchange them if needed.

This functionality provides a convenient way for operators to offer customers the option of a gift receipt for selected items.

Path: Receipts > Gift Receipt

Select Items for Gift Receipt Procedure​

  1. From the Sale screen, add the items to the basket as normal.
  2. Select Sales from the function buttons, then select Receipts, followed by Gift Receipt.
  3. The POS displays the basket items. Select the item(s) to be included on the gift receipt by tapping or selecting them.
  4. A Gift tag is applied to each selected item.
  5. Proceed to tender. Upon completion, a gift receipt is printed alongside the regular sale receipt for the tagged items.

Enactor POS Gift Receipt screen showing the basket with items available for selection. The operator selects the items to be included on the gift receipt.

Select Items for Gift Receipt - Item Selection - select the basket items to be included on the gift receipt. Selected items will be tagged with a Gift label.

Enactor POS basket screen showing selected items tagged with a Gift label, indicating they will be included on the gift receipt.

Select Items for Gift Receipt - Items Tagged - the selected items are tagged with a Gift label. Proceed to tender to complete the transaction and generate the gift receipt.

Enactor POS tender screen displayed after gift receipt items have been tagged, ready for the operator to process payment.

Select Items for Gift Receipt - Tender Screen - proceed to tender as normal. A gift receipt will be printed for the tagged items upon completion.

Enactor POS gift receipt printout showing the selected items without prices. The gift receipt is a narrow slip printed alongside the regular sale receipt.

Select Items for Gift Receipt - Gift Receipt Printed - a gift receipt is printed for the tagged items alongside the regular sale receipt. The gift receipt does not display item prices.

This completes the Select Items for Gift Receipt procedure.

Request Gift Receipt Transaction​

The Request Gift Receipt function enables operators to mark the transaction to produce a gift receipt.

This function adds a Gift Receipt Requested tag to the transaction, which produces both a regular sale receipt and a gift receipt.

A gift receipt is a receipt that does not show the price of the items but allows the recipient to return or exchange them if needed.

This functionality provides a convenient way for operators to offer customers the option of a gift receipt for the entire transaction.

Path: Receipts > Request Gift Receipt

Request Gift Receipt Transaction Procedure​

  1. From the Sale screen, add the items to the basket as normal.
  2. Select Sales from the function buttons, then select Receipts, followed by Request Gift Receipt.
  3. A Gift Receipt Requested tag is added to the transaction.
  4. Proceed to tender as normal. Upon completion, both a regular sale receipt and a gift receipt are printed for the entire transaction.

Enactor POS basket screen showing the Gift Receipt Requested tag applied to the transaction. The tag is visible in the basket header or transaction details area.

Request Gift Receipt Transaction - Tag Applied - the Gift Receipt Requested tag is added to the transaction. Proceed to tender to complete the transaction.

Enactor POS tender screen after the Gift Receipt Requested tag has been applied to the transaction, ready for payment processing.

Request Gift Receipt Transaction - Tender Screen - proceed to tender as normal. Both a sale receipt and a gift receipt will be printed on completion.

Enactor POS sale receipt printout for the transaction with a gift receipt requested. The standard receipt shows all items with prices.

Request Gift Receipt Transaction - Sale Receipt - the standard sale receipt is printed showing all items and prices.

Enactor POS gift receipt printout for the entire transaction showing all items without prices, allowing the recipient to return or exchange them.

Request Gift Receipt Transaction - Gift Receipt - a gift receipt is printed for the entire transaction alongside the standard sale receipt. The gift receipt does not display item prices.

This completes the Request Gift Receipt Transaction procedure.

Request Tax Receipt​

The Request Tax Receipt function enables operators to request tax receipts.

This function prompts the operator with the message that tax details will be printed on the receipt.

Upon completion, the tax details can be found on the sale receipt.

A tax receipt is a receipt that shows the amount of tax paid for the items, which can be used for tax purposes or claims.

This functionality provides a convenient way for operators to offer customers the option of a tax receipt.

Path: Receipts > Request Tax Receipt

Request Tax Receipt Procedure​

  1. From the Sale screen, add the items to the basket as normal.
  2. Select Sales from the function buttons, then select Receipts, followed by Request Tax Receipt.
  3. The POS confirms that tax details will be printed on the receipt.
  4. Proceed to tender as normal. Upon completion, the sale receipt includes the tax details for all items.

Enactor POS Request Tax Receipt confirmation screen informing the operator that tax details will be printed on the receipt.

Request Tax Receipt - Confirmation - the POS confirms that tax details will be included on the sale receipt. Proceed to tender to complete the transaction.

Enactor POS sale receipt printout showing tax details for the transaction items. The tax breakdown is printed on the receipt.

Request Tax Receipt - Receipt with Tax Details - the sale receipt is printed with tax details included, showing the tax breakdown for all items.

This completes the Request Tax Receipt procedure.

Request Email Receipt​

The Request Email Receipt function enables operators to request email receipts.

This function prompts the operator to enter the customer's details and adds them to the transaction.

The customer will receive an email with the receipt details.

An email receipt is a receipt that is sent to the customer's email address, which can be used for digital record-keeping or proof of purchase.

This functionality provides a convenient way for operators to offer customers the option of an email receipt.

Path: Receipts > Request Email Receipt

Request Email Receipt Procedure​

  1. From the Sale screen, add the items to the basket as normal.
  2. Select Sales from the function buttons, then select Receipts, followed by Request Email Receipt.
  3. The POS prompts the operator to enter the customer's details, including their email address.
  4. Enter the customer's email address and confirm.
  5. The customer's details are added to the transaction. Proceed to tender as normal.
  6. Upon completion, the receipt is sent to the customer's email address.

Enactor POS Request Email Receipt screen prompting the operator to enter the customer's email address.

Request Email Receipt - Customer Details Entry - enter the customer's email address. The receipt will be sent to this address on completion of the transaction.

Enactor POS Sale screen after the customer's email details have been captured. The email receipt request is applied to the transaction.

Request Email Receipt - Email Receipt Applied - the customer's email address is captured and added to the transaction. Proceed to tender to complete the transaction and send the receipt by email.

This completes the Request Email Receipt procedure.