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CORE-POS / IS4C

Cooperative Operational Retail Environment
http://www.core-pos.com
GNU General Public License v2.0
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Cash pickups/drops feature #37

Closed joelbrock closed 10 years ago

joelbrock commented 12 years ago

prompts when drawer has >= $600 manager must enter amt. of drop to adjust the drawer count. this would be in MG mgr. menu most likely.

gohanman commented 12 years ago

Does someone entering drawer starting amount when they first sign in, or is that standard for all drawers & just set in configuration? Is drawer count tied to the till or the cashier?

Adding a "drop" line item to dtrans and summing periodically should be sufficient I think. I believe trans_status on that should be "C" so it gets excluded from sales but doesn't get confused with cancels.

pierced commented 12 years ago

changed to phase 3

cgapperi commented 12 years ago

If adding this (which I really like), suggest including the >= $X amount as a configuration setting in installation.

DonaldGonzalez commented 11 years ago

This is now a high priority, @joelbrock please add this to your to do list.

DonaldGonzalez commented 11 years ago

So I would like to get this feature setup as well. Now that we have a plugin module setup then this can be setup to be modular to the store.

At Harvest each till starts off with $150. (This would be the one of the variables that should be specific to store.)

One the till reaches the threshold then it would warn the cashier with something not so obvious so customers would not be able to tell what it is. And you would press clear to get rid of the warning and continue ringing.

So my thoughts are something like this.

In one of the install screens, it would ask for initial starting amount of till.

And it would also ask for the threshold amount. That way we can keep this feature modular.

gohanman commented 11 years ago

Does once per transaction sound reasonable for the warning? If the cashier clears it, that warning won't pop up again until the next customer. Suggestions for the wording would be helpful, too.

Does this have to track across multiple registers, or is there always a drop when a cashier switches lanes? Are there any other potential situations where the counter might need to reset to $150 like a mid-shift break?

DonaldGonzalez commented 11 years ago

One per transaction is enough. That's how I pictured it working.

This should track across multiple registers. It should really follow the cashier, not the register. I cannot think of any situation where the counter will need to reset to $150.

DonaldGonzalez commented 11 years ago

As far as the wording? If a box could pop up with the word warning in it then it should be enough because the supervisors will explain to the cashiers what it means. If the box could be filled in read then that would be even better.

DonaldGonzalez commented 11 years ago

Filled in with the color red*

gohanman commented 11 years ago

First take: 279d5c34d53292898cda83b48308f42028013458

I went with a single threshold value. If the drawer has gained $X, trigger the warning. With the given numbers, the threshold would be $450.

Drops are entered as either {amount}DROP or DROP{amount}.

DonaldGonzalez commented 11 years ago

I should have mentioned this earlier but the threshold amount is based on cash collected after the start of the shift so the initial $150 should not be included.

I should also clarified this but when the drop is made then the cash amount drop is subtracted from the cash total in the tender reports.

gohanman commented 11 years ago

Right, $600 - $150 = $450. I don't think POS needs to know the starting amount at all; it can just count how much cash has been collected (and dropped) since the start of the day.

Incorporating it into the tender report shouldn't be much of an issue. I'll have to touch base with @joelbrock on how tenders are currently set up.

joelbrock commented 11 years ago

latest merged into testlane.

gohanman commented 10 years ago

Closed for housekeeping purposes. Feel free to reopen is issues continue.

DonaldGonzalez commented 10 years ago

This feature somehow needs to be worked in with the tender report. If a cash pickup is performed it should subtract the cash from the cash media in the tender report.

gohanman commented 10 years ago

I don't have Harvest's tender report handy, but it would need to either:

a) query the dtransactions table instead of the dlog view

or

b) union a 2nd query to the existing cash query to pick up those rows (i.e., SELECT total FROM dtransactions where upc='DROP')

joelbrock commented 10 years ago

Really? This surprises me. Wouldnt the cashier still need to count their dropped cash at the close of their shift?

On Wed, Oct 16, 2013 at 9:34 AM, Donald Gonzalez notifications@github.comwrote:

This feature somehow needs to be worked in with the tender report. If a cash pickup is performed it should subtract the cash from the cash media in the tender report.

— Reply to this email directly or view it on GitHubhttps://github.com/CORE-POS/IS4C/issues/37#issuecomment-26434812 .

DonaldGonzalez commented 10 years ago

Nope. At least not at Harvest. The cashier pulls the money for the drop from their till, hands it to the supervisor and they drop it in the safe and the supervisor counts it the next morning when preparing the daily deposit.

gohanman commented 10 years ago

Removed the high priority label. The issue's been open long enough that it can't be that high a priority.

joelbrock commented 10 years ago

cashdrops is tested AND working. 2 notes: • perhaps a less obtrusive notification - maybe an icon to go up next to the standalone and receipt printing icons? • need to test and ensure that DROPS are reflecting accurately on tender reports (may require a config to include the DROPped amt. on TRs or not depending on cash-handling procedures at different stores.

On Fri, Jan 10, 2014 at 3:27 PM, Andy Theuninck notifications@github.comwrote:

Removed the high priority label. The issue's been open long enough that it can't be that high a priority.

— Reply to this email directly or view it on GitHubhttps://github.com/CORE-POS/IS4C/issues/37#issuecomment-32062641 .

gohanman commented 10 years ago

First one is particularly reasonable. The notice is a placeholder/joke that I put in because I needed something and was waiting on a description of what it should look like.

I'm not worried about configuring TRs beyond the "choose a TR" option. There are way too many tweaks and customizations to capture.

On Fri, Jan 10, 2014 at 4:24 PM, joel brock notifications@github.comwrote:

cashdrops is tested AND working. 2 notes: • perhaps a less obtrusive notification - maybe an icon to go up next to the standalone and receipt printing icons? • need to test and ensure that DROPS are reflecting accurately on tender reports (may require a config to include the DROPped amt. on TRs or not depending on cash-handling procedures at different stores.

On Fri, Jan 10, 2014 at 3:27 PM, Andy Theuninck notifications@github.comwrote:

Removed the high priority label. The issue's been open long enough that it can't be that high a priority.

— Reply to this email directly or view it on GitHub< https://github.com/CORE-POS/IS4C/issues/37#issuecomment-32062641> .

— Reply to this email directly or view it on GitHubhttps://github.com/CORE-POS/IS4C/issues/37#issuecomment-32072669 .

gohanman commented 10 years ago

Follow up: 87161cc32dcd796e05ee200002e5f3eb20cc9e51

It's the right side rather than the top, but should be less obtrusive. Just edit the CashDropNotifer to change how it looks. https://github.com/CORE-POS/IS4C/blob/87161cc32dcd796e05ee200002e5f3eb20cc9e51/pos/is4c-nf/plugins/CashDrop/CashDropNotifier.php