Company: Link Technologies
Case No: L12644. Project: 13.30: LinkSOFT Version 13.30
Logged By: Aarti Pooja Gayaneshwar (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 19 Nov 2021 03:28PM
Priority: High
Product: Point of Sale
Group: Enhancement
Time Taken: 6.00 (Weight: 8.00)
Version: 13.30
Assigned To: Development
Circulation: Aarti Pooja Gayaneshwar, Development, Sanjay
Resolve By: Monday, 28 March 2022 11:59 PM [881 days since logged date]
Status: Closed
Subject: Credit Sale – Payment Screen Pop Up upon completing
Summary:    

Hi Sanjay

There is a concern raised by Devia Book Shop (Aruj), in regards to Credit Sales Processing.

Currently, when a credit sale is completed, the payment screen is directly poped up.

He raised the below concerns:

  1. The cashiers make a mistake by taking payment when in fact there should not be any payment.
  2. The risk here is that if the customers only paid based on the customer statement, then these customers will never pay as these invoices have payment allocated.
  3. This significantly increases the chance of fraud in the system.

Upon enquiring why the payments of credit sale were not picked up on Shift Close, Aruj advised that the shift variance was only for smaller amounts (e.g. $10, $15, $20) and they had disregarded this until they noticed that problem was coming from Credit Sales Processing.

To temporary resolve this issue, we have performed the below:

  1. We have explained superuser on how  Credit Sales Processing functions
  2. Setup authentication on the  Credit Sales Processing 

The client is currently on V11. Prior to V11, when a  Credit Sales Processing was performed, the message "Are you sure you want to complete this credit sale?" was promoted where YES ~> system completes the sale and NO ~> system goes to the payment screen.

Aruj requested to have this same feature back. 

Regards
Aarti

Audit Notes:Edited by sanjay on 25/01/22 13:51. Edited by sanjay on 18/01/22 16:00. Edited by sanjay on 06/01/22 12:38. Edited by sanjay on 06/01/22 12:38. Edited by sanjay on 23/11/21 09:21. Edited by sanjay on 23/11/21 09:21. 
23 Nov 202109:21AM Comment 1 by Sanjay (Link Technologies) Case L12644 added to project 13.30
23 Nov 202109:21AM Comment 2 by Sanjay (Link Technologies) ETC was changed from 20/11/2021 to 28/03/2022
23 Nov 202109:22AM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 23-11-2021 01:21 PM Time Taken: 1.00

Hi Aarti, I have changed from "Defect" to "Enhancement". Please read the definition for defects in our helpdesk guideline.

The case has been pencilled in for V13.30


06 Jan 202212:38PM Comment 4 by Sanjay (Link Technologies) ETC was changed from 28/03/2022 to 28/03/2022
25 Jan 202202:25PM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 25-01-2022 05:52 PM Time Taken: 5.00
As part of testing, we found that prompting for "Complete Credit Sale" is unnecessary and requires one too many buttons/prompts.

When a credit sale is saved, the user has to select a payment method. If the cashier is selecting a payment method, when there is no payment to take, means the Cashier needs to be properly trained.

We are continually trying to make the system easier to use, adding an additional prompt when it adds no value is not an improvement and therefore will not be added.

If the users want this as a special feature, we can add a configuration at a later version.


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12644 in the subject line of all emails regarding this issue.

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