Allocation Group can be defined as the collection of Customer Benefit, Reports, Document Numbering Scheme etc that can be allocated together to a particular site. Allocation Group is created to avoid multiple sync for different allocation from HO to the store. This article describes how to manage Allocation Group in Ginesys HO.
Prerequisites
- The users' role must have access to the Allocation Group feature by enabling Add app operation for the feature in Admin - Security - User - Role through Desktop POS Manager - Setup - Configure.
- The Benefits, Reports, Document Numbering Scheme etc you want to allocate, must be created in their respective master module.
Steps
- Go to Desktop POS Manager > Setup > Configure > Allocation Group.
- Master Allocation module will open.
- Click on Add button.
- Master Allocation window will open.
- You will get various tabs - Main, Discount Allocation, Document Numbering Schemes Allocation, Analytic Report Layout, Report Layout and Report Header Footer.
- Main: Put in the Name (Mandatory Field) and Description of the allocation.
- Discount Allocation: In this tab you can allocate many types of Discount.
- Select the discount you want to allocate in the Available Discount section.
- Click on the Right Arrow
to shift the selected discount to the Allocated Discount section.
- Document Numbering Schemes Allocation: In this tab you can allocate one or more than one Document Numbering Scheme.
Select the Document Numbering Scheme you want to allocate in the Available Document Numbering Scheme section.
Note: Document Numbering Scheme allocation is not mandatory for saving the Master Allocation. But without Document Numbering Scheme allocation you cannot tag site to the Allocation Group.
- Click on the Right Arrow to shift the selected discount to the Allocated Document Numbering Scheme section.
- Analytic Report Layout: In this tab you can allocate many types of Analytic Report Layout.
- Select the Analytic Report Layout you want to allocate in the Available Analytic Report Layout section.
- Click on the Right Arrow to shift the selected discount to the Allocated Analytic Report Layout section.
- Report Layout: In this tab you can allocate many types of Report Layout.
- Select the Report Layout you want to allocate in the Available Report Layout section.
- Click on the Right Arrow to shift the selected discount to the Allocated Report Layout section.
- Report Header Footer: In this tab you can allocate many types of Report Header Footer. You will find the report category like POS Bill, Gift Voucher, Deposit Bill etc.
- Select any one of the report category.
- You can Change the page orientation to Portrait or Landscape.
- Select Header 1 / Header 2 / Footer 1/ Footer 2. (LOVs will be auto-populated)
- An edit window will open according to your selection.
- Create the required header or footer. You can change the format of the header / footer in the same editor window.
- Click on OK.
- Main: Put in the Name (Mandatory Field) and Description of the allocation.
- Click on the Save & Close button to save the new allocation group.
- Now Sync once from HO to POS to avail the elements of the allocation group.
Prerequisites
- The users' role must have access to the Allocation Group feature by enabling Delete app operation for the feature in Admin - Security - User - Role through Desktop POS Manager - Setup - Configure.
- The Benefits, Reports, Document Numbering Scheme etc you want to allocate, must be created in their respective master module.
Steps
- Go to Desktop POS Manager> Setup > Configure > Allocation Group.
- Master Allocation module will open providing the list view of Allocation Group.
- List of Allocation Groups will open.
- Select one allocation group you want to delete.
- Go to Action > Delete.
- You will get a message - "Do you want to delete the selected allocation?"
If you click on Yes, the selected allocation group will be deleted.
You will get a message - "Record Deleted Successfully".
If the Allocation Group is attached with any site, you cannot delete that allocation group and you will get a message - "This allocation cannot be deleted. It is attached with one or more sites".
After the allocation group is created, it must be tagged to a site.
To go back to the main page click on the link: How To: Manage Setup in Ginesys Retail
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