User Interface

NSPOS pages include key areas for working with transactions, performing tasks such as signing on and monitoring network connectivity, and for entering information and performing searches.

• Journal Window

• Journal Modes

• Status Bar

• Normal State Icons – Workstation Health

• Forms

Journal Window

The Journal displays all information about the current transaction. It is your main workspace. Items added to a transaction list as separate lines in sequential order, with the first item shown at the top and the current item at the bottom. The transaction summary in the lower section lists details about the total transaction, including the tax rate, subtotal and amount due.

This image shows a typical transaction in progress. Your layout may vary.

1. Status Bar – Shows details about the current session, including your sign-on name or type, workstation ID, number of transactions for the day, and whether your register is connected to the server. You can also view the current operating or register mode in the upper left corner. See Status Bar for more information.

2. Customer Information – Displays the selected customer’s name, phone number and address. Double-click or tap the customer to display their recent sales and returns history.

3. Transaction Activity – Shows the last item scanned, the quantity, price, any discounts or promotions applied, the tax category, POS ID (usually the UPC), and the Item ID. The Item ID lists the item name and the stock keeping unit (SKU).

4. Main Button Bar (bottom) and Side Button Bar (right) – Tap a button on the Main Bar to display its options or menu sub-pages in the Side Bar. Tap a Side Bar option to perform the task.

   Buttons may open windows for entering information, finding things such as customers or items, or for choosing from lists. NSPOS is highly flexible, so your manager or system administrator may define buttons to perform functions not covered in this guide.

5. Pending Operation – Shown as a green circle with a number, this is the count of tasks pending for that button. Tap the button to see the list. The example shown here is the number of on hold or suspended sales transactions ready to resume.

6. Transaction Summary – Displays summary details about transaction, including the subtotal, discounts and taxes, ID of the person ringing up the transaction and the number of items purchased. Details update as each item is added and when payments take place.

7. Amt Due – Shows the total payment due. Tap to select a payment type and complete the transaction. If making a return, this displays a Change button with the money to be returned to the customer shown in brackets.

8. Journal Logo – Either the current NSPOS logo set as the default or your logo configured for use with NSPOS. See Configure the Journal Logo.

Journal Modes

The Journal display changes as you progress through a transaction.

• As you work, the current line is in Summary mode, displaying basic information about the item, coupon, customer, payment or other entry. Only the most recent entry appears in Summary mode.

• When you add items or payments to the transaction, previous lines in the Journal switch to Compact mode to save space. Compact mode displays only the most important information about the entry. Tap a line shown in Compact mode to display it in Summary mode.

• Page mode appears when you double-click or tap an entry. This comprehensive mode displays all available information about the entry, including sales history for customers or product details for items. Single-click or tap an entry in Page mode to return to Summary mode.

Some actions apply to the selected line only. This line always displays in Summary mode. For example, to void a previously entered item, tap that item’s line. The line displays in Summary mode, indicating it is selected. Then tap the Void Line button.

A red security shield icon appears on a button if you, the signed-on user, do not have sufficient permission to perform a task. The task can still be accessed if a manager or someone with similar privileges is available to enter their credentials and allow the override. The security level on any button can be changed by your system administrator.

Status Bar

Located above the Journal, the Status Bar displays information about your NSPOS register status and provides options for signing on or off, clocking in or out, and exiting the application. You can also monitor your register’s connectivity to your network.

1. Menu – Use this to toggle the on-screen Keyboard, display the Function List, display the system Message Window (system administrator only) or to exit NSPOS.

2. Mode Display – Shows the current register mode. For example, Closed Mode or Sales Mode.

3. Operator Name – Depending on your setup, this displays the name or ID of the signed-on user or the signed-on user type. You can tap the Operator Name to sign on or off and clock in or out.

4. Workstation ID – Shows the workstation or register ID.

5. Transaction Number – Displays the day’s transaction count. In addition to sales transactions, this number includes control transactions such as the count of users that have signed on and the number of canceled transactions.

6. Time – Displays the time at your location.

7. System Notifications – Indicates there are messages and alerts waiting to be read. Blue icons are system information and red icons are errors or similar problems. Tap to view the messages.

8. Sever Status – Shows the status of the NetSuite server connection. If the register is not connected to the internet through the server, item and customer searches may be limited and certain payment types may be unavailable. A green check mark indicates the workstation is connected and fully ready to make transactions. A red icon indicates connectivity issues.

Normal State Icons – Workstation Health

An icon at the top left provides the Normal State status that monitors functioning and synchronization activities between the NSPOS register and NetSuite ERP.

Tapping the Normal State icon displays a list of NSPOS components and their status. For more information, see Normal State Monitoring in NSPOS.

Tapping the Normal State icon displays a list of NSPOS components and their status.

Forms

NSPOS includes pop-up forms for searching, selecting and entering information. For example, you look up items and find or add customers using forms.

Forms can include optional and required fields, as well as fields that are display only. NSPOS alerts you when a required field is incomplete or contains an invalid entry.

Forms display icons that guide you through completing the form. Some provide helpful hints on the information to be entered, while others perform tasks or identify required fields.

General Notices