Requisitions Operation

Touch > Requisitions (#502) POS Key

Description

This feature is used to enable the ordering of Products from a centralised warehouse.

To Be Considered

If required, restricting access to this POS Key can be managed by Clerk Security.

Pre-Requisites

Ensure the Function Requisitions POS Key is added to the appropriate Layout using the Keyboard Designer.

Operation

At the SwiftPOS Touch terminal, select the Requisitions POS Key.
This will open the Order Stock for Location screen.
Add Products or a Family.
Adjust the Qty to the required quantity to be ordered.
Commit the Requisition to the SwiftPOS Back Office.
Exit the screen.

Order Stock for Location

This screen is accessed from here and is used to Requisition Products at the SwiftPOS Touch terminal for the current Location.

Header

The filters at the top of the screen can be used to limit the number of rows displayed in the grid. The filters include the following types:

Full/Partial Texts - The filter fields of this type are: PLU and Description.
Drop Down Lists - The filter fields of this type are: Category and Group.

Clear - Select to clear all Filters.
Add Product - Select to open the Products search screen to search for and select a Product. Once selected, it will appear in the grid.
Add Family - Select to open the Family search screen to search for and select a Family of Products.

Grid

The grid displays the: PLU Number, Description, Group and Qty. The Qty can be changed by either selecting the Qty displayed or select the +/- buttons in the Grid Footer below.

Grid Footer

Clear - Select to remove all Products. This will remove all Products, regardless of whether only a subset is only being displayed in the grid currently (as a result of Filters being selected above).
Reset Qty - Select to reset all Qty values to zero.
Up/Down Arrows - Select to scroll/page through the Products displayed in the grid.
-/+ - Select to increase/decrease the Qty displayed for the Product currently highlighted in the grid.
X - Select to remove the Product, that is currently highlighted in the grid, from the grid.

Footer

Save as Template - Select to save the current Requisition as a template which can then be used in the future to re-Requisition.
New From Template - Select to creates a new Requisition from a previously saved template.
Delete Template - Select to delete a previously saved template.
New from Previous - Select to create a new Requisition from a previously committed Requisition.
Edit Previous - Select to edit a previously committed Requisition, as long as it is not locked in the SwiftPOS Back Office.
Print - Select to print the current Requisition without committing.
Commit - Select to commit the Requisition to SwiftPOS Back Office. A prompt will be displayed to confirm the printing of the Requisition.
Close - Select to save any changes and exit. If the Requisition was not committed prior to selecting Close, then the next time the Requisitions POS Key is selected, the saved Requisition will be re-displayed.

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