Balance Function Id

Display only. When adding new records,  the next available Id value will be displayed.

Caption

Enter the balance function display name.

Balance Type

Select one of the following balance types.

Table

Select this option if the balance function refers to a Table.

Account

Select this option if the balance function refers to an Account.

All

Select this option if the balance function refers to all types of accounts. Applicable to Print function only.

Balance Function

Select one of the following balance functions.

Open/Add/Close

Select this option to Open/Add/Close a balance. The first action will be to open the balance for the balance type specified (Table or Account). For example, open Table #1. You may then add transaction items to the open balance. Once the transaction has been finalized, you may close the balance to continue with other transactions. If you need to add more items to a closed balance you will be allowed to reopen the balance until the account is fully tendered.

If inter-register communication (IRC) has been enabled, you will not be allowed to open a balance if it is already open on another register. Please see Setting 15, Setting 16 and Setting 46 for further detail on setting up IRC.

Print

Select this option to print the transactions of the displayed balance. If All is chosen as the Balance Type, any open balance types may be printed with this function.

Transfer

Select this option to transfer the content of one balance to another. On GoPOS open the account or table seat you wish to transfer, enter the table or account number you wish to transfer to and then press on Transfer. You may also use the dotted notation (I.E table#.seat#) to transfer a seat to another seat at the same table or to another seat at a different table. If the seat is not specified when transferring to another table, the transactions will be transfered to seat #1.

If inter-register communication (IRC) has been enabled, you will not be allowed to transfer to or from an account if it is already open on another register.

This function may also be used to transfer a regular transaction to a balance account or table. On GoPOS, after a transaction has been started, but before it has been tendered, press on Transfer. This will create a new balance account and transfer all transaction entries to the newly created account. To transfer a regular transaction to a table, enter the new table number before pressing on Transfer. Please note that you can not currently transfer a regular transaction to an existing table or account. You may only transfer a regular transaction to a new table or account.

List

Select this option to list the account numbers and account balances. This will also display the account name if the "Ask for Name" option has been enabled for Open Accounts and the clerk entered a name when opening the account.

View

Select this option to display a view of the first 6 open account or table balances. Pressing on the tittle bar or summary bar of a balance view will open the selected account or table. If an account or table is already open, you must close or finalize the current active balance before being allowed to open another balance. If inter-register communication (IRC) has been enabled, you will not be allowed to open an account if it is already open on another register.

If there are more transactions lines on the balance than can be displayed in the view, you may press anywhere in the middle of the account view and swipe up or down to scroll through the transactions lines.

Please note that due to screen size limitations, this account and table balance view option is only functional on the APOS-04 and APOS-05. It is also recommended to design the view around the default keyboard if you wish to use Setting 81 or Setting 82 to reset the keyboard after an item sale or transaction end.

Active Balance

The transaction display area will display the active account or table balance. A line of asterisk will separate transaction groups. Since the entries above the separation line have already been sent to the kitchen, these entries can not be deleted but may be error corrected, reversed or refunded.

Balance View Area

The top 6 account or table balances will be displayed in the view area. Since the view will take up two thirds of the programmable keyboard area it is important to place required keys strategically on the right. Tendering and Balance open/add/close keys should be considered. If an account or table is already open, you must close or finalize the current active balance before being allowed to open another balance. Pressing on the keyboard menu icon will hide the balance view and redisplay the current keyboard.

Title Bar

Displays the account or table number. Press on the balance title bar to select and open the balance. If an account or table is already open, you must close or finalize the current active balance before being allowed to open another balance.

Entries

This area will display all transactions entries associated with the account or table balance. If there are more transactions lines on the balance than can be displayed in the view, you may press anywhere in the middle of the account view and swipe up or down to scroll through the transactions lines.

Summary Bar

Displays the time that the account was created and the total transaction amount without taxes or rounding. Press on the balance summary bar to select and open the balance. If an account or table is already open, you must close or finalize the current active balance before being allowed to open another balance.

Invoice

When working with a Table,  pressing on the Invoice function will display a view of all seats for the current table. If there are more seats than can be displayed on screen, you may swipe to the left to view the remaining seats. Each window pane will display the seat #, the list of transactions and transaction total (without tax) for each seat. If there are more transaction entries than can be displayed on screen, you may swipe up to see the remaining transactions.

The icons at the top of the window allow you to exit, split items, add a new seat and print an invoice for each seat.

The icons at the bottom of each window pane allow you to merge seats, move items from one seat to another, and print an invoice for a single seat.

Exit

Pressing on the Exit icon will exit the invoice window and close the current table. You may also exit the invoice screen and close the current table by pressing anywhere outside the window.

Split

When splitting items between two or more seats, first select the item or items you wish to split by pressing directly on the transaction items within any of the seats. Each transaction selected will be highlighted in blue.

Next select the seats you wish to split the items to, by pressing in the yellow square at the top right of each seat. Each selected seat will have a check mark in the yellow square at the top right of the seat. If there are more seats than can fit on the window, swiping left or right will display the remain seats.

Once your items to split and the seats have been selected, pressing on the Split icon will split all selected items evenly to each of the selected seat.

Add Seat

Pressing on this icon will add an additional seat to the table. If there are more seats than can fit on the window, swiping left or right will display the newly created seat.

Print Table Invoice

Pressing on the Print icon will print individual invoices for each of the seats on the table. Please note that invoices will always print regardless if the printer has been turned on or off.

Seat Selection

To select one or more seats, press on the yellow square at the top right of each seat. Each selected seat will be identified by a check mark in the yellow square. To unselect a seat simply press on the check to remove the seat form the selection. If there are more seats than can fit on the window, swiping left or right will display the remain seats. Seat selection must be performed to merge or split transactions.

Transaction Item

You may select transaction items by pressing directly on the transaction items within any of the seats. Each transaction selected will be highlighted in blue. To unselect a transaction simply press on the transaction to remove the highlighting. If there are more transaction entries than can be displayed on screen, you may swipe up to see the remaining transactions.

Seat #

Each seat assigned to the current table, will be displayed with it's unique seat number. If there are more seats than can fit on the window, swiping left or right will display the remaining seats.

Window Pane

Each seat assigned to the current table, will be displayed in it's own window pane. The icons at the bottom of each pane correspond to the displayed seat.

Merge Here

When merging two or more seats, first select the seat or seats you wish to merge by pressing in the yellow square at the top right of each seat. Each selected seat will have a check mark in the yellow square at the top right of the seat. If there are more seats than can fit on the window, swiping left or right will display the remain seats.

Pressing on the Merge icon will transfer all transactions from the selected seat or seats to the seat of the pressed icon. The selected seats that were merged will be removed from the table.

Move Here

When moving items from one seat to another, first select the item or items you wish to move by pressing directly on the transaction items within any of the seats. Each transaction selected will be highlighted in blue.

Pressing on the Move icon will transfer all selected transactions to the seat of the pressed icon.

Print Seat Invoice

Pressing on the Print icon will print an invoice for the seat of the pressed icon. Please note that invoices will always print regardless if the printer has been turned on or off.

Options

Select one or more of the following options:

Print On

All printers defined in the hardware maintenance screen will be displayed. Select one or more of the listed printers for the chosen balance function. At least one printer must be chosen.

Print Font

Select one of the supported printer fonts.

Font A Standard

Font A Double Width

Font A Double Height

Font A Double Width and Double Height        

Font B Standard

Font B Double Width

Font B Double Height

Font B Double Width and Double Height

Back

Press "Back" to close the window and return to the previous screen without saving any changes.

Save

Press "Save" to close the window and return to the previous screen. All modifications made will be saved.

Hide

Press "Hide" to hide the android keyboard when displayed.