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How To Configure Supplementary Transaction Reference Entity

Introduction​

The Supplementary Transaction Reference feature allows attaching reference codes (e.g., gift receipt references) to transactions for easy scanning, storage, and retrieval through our POS. This guide explains how to configure and use this feature.

Overview​

This guide will cover the configuration for the following:

  • Allows reference codes to be associated with transactions.

Prior Training / Experience​

You should be familiar with the following:

  • Estate Manager Configuration.

  • Data Broadcasting.

Prerequisites​

The RestServiceConnection Process Connection Type must be present on the Estate Manager.

*If you do not have this process connection, please contact your Customer Success Manager.

Broadcasting​

To deliver the process connection changes to the POS, broadcast the following entities.

  • Process Connections Def

  • Process Connections Type

POS Functionality​

Gift Receipt Reference Functionality​

Start the POS and Log in.

POS Login Screen

Select Sales – Receipts – Request Gift Receipt

Add an item to the basket and select total, then select a receipt style and complete the transaction.

Receipt Style Selection

Transaction XML without supplementary reference​

Standard Transaction XML

Transaction XML with supplementary reference​

Supplementary Transaction XML

Transaction XML Details

Returning a transaction via supplementary reference number​

POS Returns MenuSelect Returns – Return from Receipt – Enter the supplementary reference number

Return Reference Input

POS Returns Menu

Best Practices​

If you are enabling the Supplementary Reference Number feature, ensure you update any on-screen prompts or messages that reference the original transaction identifier.

These messages can be amended in Application Translations Maintenance app on the Estate Manager, which can be accessed at the following path:

Configuration > Organisation > Application Translations

Application Translations Path

For example, on the receipt return screen, the message "Please scan the transaction ID or select one of the available options." should be updated to reflect the accepted input types, such as:
"Please scan the transaction ID or enter the supplementary reference number."

This ensures clarity for users and reduces confusion at the point of use.

The table below shows where the return message ID is stored.

Application PackageEnactor POS
Message SetTransaction
Message FilePos/Transaction/TransactionMessages

Select Enactor POS from the Application Package drop-down and wait for the list of Message Sets to load.

Message Set Selection

Once loaded, scroll down to the Transaction Message Set and select the + Symbol next to it (or the Edit symbol if amendments have already been made to this Message Set).

Transaction Message Edit

Scroll down to the Message with an ID of ENTER_ORIGINAL_TRANSACTION_ID and enter the amended message.

Updated Return Message

Select the Save option to save the message set.

Broadcasts​

Broadcast the following entity to the POS:

  • Message Resources