Customizing POS Workflows with Command Parameters

Customizing POS Workflows with Command Parameters

Overview

This article explores command parameter types, use cases, and step-by-step configurations to optimize your POS operations.




Why Command Parameters Matter

  1. Flexibility: Adapt commands for different scenarios (e.g., bulk discounts vs. single-item overrides).

  2. Efficiency: Reduce manual steps by pre-defining inputs.

  3. Consistency: Standardize workflows across locations.

  4. User Experience: Simplify staff training with intuitive triggers.




Understanding Parameter Types

iVendNext supports three parameter types, each serving distinct purposes:


1. Single Parameter

Definition: Accepts one input value to execute a command.
Examples:


  • Alternate Products: Requires an Interface Profile ID to suggest substitutes.

  • Complete Transaction: Uses a redirect profile ID post-payment.


Use Case:


A customer requests a similar product when an item is out of stock. The cashier triggers Alternate Products with the "Electronics" profile ID to show compatible alternatives.




2. Multiple Parameters

Definition: Accepts several inputs for complex workflows.
Examples:


  • Redirect To Interface Profile:

    • Parameter 1: Interface Profile ID.

    • Parameter 2: Actions (e.g., Change UOM, AR Payment).

  • Show Popup:

    • Parameter 1: Popup message text.

    • Parameter 2: Buttons (e.g., "Confirm," "Cancel").


Use Case:


During a promotion, a popup reminds staff to upsell accessories. The command Show Popup displays:
"Offer: 10% Off Headphones with Laptop Purchase!" with "Add to Cart" and "Skip" buttons.




3. None

Definition: Requires no additional input.
Examples:


  • Open Cash Drawer: Executes immediately.

  • Print Receipt: Generates a standard receipt.


Best For:


  • High-frequency, no-variation tasks.




Key Commands and Parameter Customization

1. Dynamic Discounts

Command: Total Discount Percent / Total Discount Amount
Parameters:


  • Single: Discount value (e.g., 10% or $5).

  • Multiple: Apply to specific items or categories.


Workflow:


  1. Trigger Total Discount Percent.

  2. Enter 15 for a 15% discount on eligible items.




2. Unit of Measure (UOM) Switching

Command: Change UOM
Parameters:


  • Single: UOM type (e.g., kglbs).


Use Case:


A customer buys flour in kilograms instead of pounds. The cashier selects Change UOM and switches the unit.




3. Interface Redirection

Command: Redirect To Interface Profile
Parameters:


  • Multiple:

    • Profile ID (e.g., "Returns").

    • Linked actions (e.g., Transaction Return).


Use Case:


Automatically redirect to a returns-friendly interface after selecting Transaction Mode - Sale Return.




Step-by-Step Configuration

1. Assigning Parameters to Buttons

  1. Navigate to POS Interface Profile > Button Panel.

  2. Select a button (e.g., "Discount") and map it to Total Discount Percent.

  3. Set the parameter:

    • Type: Single.

    • Value: 10 (for 10% off).


2. Creating Custom Workflows

Scenario: Apply a holiday surcharge for December.


  1. Use Add Surcharges with:

    • Parameter Type: Single.

    • Value: 5% (surcharge amount).

  2. Save as a preset for holiday mode.




Advanced Applications

1. Conditional Promotions

Command Chain:


  1. Show Popup (Promo message).

  2. Apply Coupon Code (Auto-apply if "Yes" is selected).


2. Multi-Location Inventory

Commands:


  • Show Balance Stock + Sync Masters to check/update stock across warehouses.




Troubleshooting

Here’s a quick look at some common issues you might run into.

  • Command Fails: Verify parameter compatibility (e.g., Single vs. Multiple).

  • Incorrect Redirects: Check Interface Profile IDs in backend settings.




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