• From the Find screen
• Click on New in the toolbar at the top of the window.
• This calls up the POS Prompt Properties window.
• The first thing to do is fill in the Code and Description fields.
• In the Enter Prompt Message box,
  • Key in the message that will appear at the POS when the conditions for this prompt are met.
  • For example, if you set up a prompt for carding a customer who just bought alcohol or tobacco
  • Key in something such as VERIFY ID
• In the Choose Icon field
  • Select which icon you want to display at the POS beside the prompt message.
  • This icon will display to the left of the Enter Prompt Message box, so you can see if you like it.
• Change Background Color allows you to choose the background color for the prompt message.
• In the Offer field
  • Click on the down arrow to the right
  • Select one fo the following:
  • Product: two new fields appear at the bottom of the window.
    • Choose Product - Select the product you want the POS clerk to offer.
    • Product Discount % - If you want the product to be discounted, key in a discount.
  • Service two new fields also will appear at the bottom of the window
    • Choose Service - Select the service you want the POS clerk to offer the customer
    • Service Price - key in the price of the service in the Service Price field.
  • None: the prompt message will not include any offers for the customer.
• In the Show prompt field
  • Click on the down arrow to the right.
  • This sets if and how often the system will prompt the POS clerk during a single transaction. The options are:
  • Never: the prompt will not appear. It is deactivated.
  • Always: the prompt will appear as many times as it applies during a single sale.
  • Once in a Sale: it will only display once per sale, regardless of how many times it might apply during that sale.
    • This selection is probably easier on the POS clerk, because he or she will not continually be prompted during the same transaction.
  • Accept Offer Without Prompt: whatever product or service will be offered will automatically appear into the transaction, without the system having first prompted the POS clerk.

To see how the Prompt message will appear at the POS,

• Click on the Test icon.

Set up prompt rules to determine when the prompt displays.

The rules are divided into two categories

Product: i.e. when a customer purchases alcohol or tobacco

Customer: i.e. if a particular customer is due a free or discounted product through your rewards program or other standards.

You can use both Product and Customer rules for the same Prompt, but generally you will only use one.

To establish Product rules :

• Click on the Product Prompt icon in the toolbar at the top of the POS Prompt Properties window.
• This calls up the POS Product Prompt Rules window.
• Notice that the Code and Description are filled in with what you entered back at the POS Prompt Properties window.
• To choose which products will fall under the rules for this particular prompt.
  • In the Selection Rule portion of the window,
  • Click on the Add to List icon
  • A new line appears - All Items
  • If you do nothing here, every product in your store will apply to this Prompt rule.  
  • It's likely you want to specify certain select items that will apply.
  • To specify, click on All Items
  • This calls up the POS Prompt Rule window.
  • Create a query to select which products will apply to this Prompt rule.
    • To create a new query:
    • From the menu at the top of the window
    • Select Query > New.
    • A small window appears, asking you to name the query.
    • Key in the query name, and click on OK.
    • The name of the query you just keyed in will now appear in the field to the left of the Select button.
  • Now it is time to select the criteria for the new query. What do you want your query to include? Which products?
  • You can choose the category you want to define your query by in the Select Field by clicking on the down arrow at the right of the field.
    • A pulldown list of categories appears.
    • Click on the one you want.
    • Once selected, it displays in the Select Field field.
      • For an example, let us say you selected Department Category.
  • In the Select Operation field:
    • choose Like, equal to, greater than, less than, greater than or equal to, less than or equal to, or between.
  • In the Choose Value field,
    • choose the value or values that define the selection criteria.
    • With the Department Category example, say you chose equal to in the Select Operation field.
    • If you then select FD/Food in the Choose Value field,
    • The query will be run for all products with a Department Category of Food ("FD" being the code, "Food" being the description).
      • For applicable categories (such as Department Category), there will be a binoculars icon at the right of the Choose Value field.
      • If you selected between in the Select Operation field,
        • two fields will display under Choose Value.
        • In the top field, choose the start value.
        • In the bottom field, select the ending value.
        • For example, if you selected Publication Date in the Select Field and you want to run the query for products ordered between pub dates 1/01/17 and 1/01/18,
        • You would key in 1/01/17 in the top Choose Value field, and 1/01/18 in the bottom Choose Value field.
        • For Date categories (such as Publication Date), a calendar will display if you click on the down arrow at the right of the Choose Value field(s).
        • Note: If you choose any date related category in the Select Field field, the Choose Value field will automatically default to the current day's date.
  • Once you have set the query fields the way you want
    • Click on the Add button at the right of the Query window.
    • The query criteria you just set will display in the Selected Ranges box.
      • For example, if you selected a Department Category of FD (Food), then "Department Category = FD (Food)" will display in the Selected Ranges box.
  • Note: If you want to blank out the query fields and begin again (prior to clicking on Add)
    • Click on the Cancel button.
    • The query fields are blanked out.
  • Repeat the above process as many times as you want to define the criteria for your query.
  • Each time you establish a new set of criteria and click on the Add button
  • The new criteria will display in the Selected Ranges box.
  • The more sets of criteria you select, the more specific the parameters of the query will be.
  • After creating the criteria for this new query
  • Select Query > Select from the menu at the top of the window.
  • The query will be saved and selected automatically.
  • When you return to the POS Product Prompt Rules window, All Items will no longer be there.
  • In its place is the name of the query you just created.

Back at the POS Prompt Rule window

Let's take a quick look at how you would select an existing query rather than creating a new one.

There are two choices under the Filter by menu selection at the top of the window allow you either to view the list of queries saved only by you or the list of queries saved by everyone on the system.

This is user definable and up to you.

Choose whichever makes the most sense.

You can switch back and forth anytime you like

But the system will always default to the way you left it the last time you were in the Query program.

These two selections have a direct impact on the field to the left of the Select button.

This field has a pulldown arrow.

Click on the arrow and a dropdown menu displays listing all of the saved (existing) queries you can choose from.

When you select one, that query's criteria will display in the window.

If you selected only to view queries you yourself created, then only queries you created and saved will display in the field to the left of the Select button.

If, however, you chose to view all queries on the system, then all queries (created by all the users on the system) will display.

If you want to delete a query

Select Query > Delete from the menu at the top of the window.

A dialogue box appears, asking if you want to delete the query that's displayed.

If you do, simply click on Yes.

The query will be deleted.

Whether you create a new query or select an existing one, once you select it, you will be returned to the POS Product Prompt Rules window.

The name of the just selected query will appear in the Selection Rule portion of the window.

You can select as many queries as you want under Selection Rule

The more you select, the more restrictive the list of products will be that fall under this Prompt Rule.

• To remove a query from the list under Selection Rule
• Click on it and select the Remove from list icon
  • Directly to the right of the Add to list icon.

Now it's time to look at the Priority field.

If more than one POS Prompt Rule contains the same product, the setting in the Priority field will determine which prompt should be displayed by assigning a number in the Priority field.

• The lower the number, the higher the priority.
• For example, let's say that POS Prompt Rule CC contains, among other things, the book "It" by Stephen King in its list of products.
• Prompt Rule: CC is assigned Priority=1.
• Prompt Rule: XX also contains "It" in its list of products.
• However, Prompt Rule: XX has Priority=3.
• Because the Priority for Rule CC was lower, it will be the message for Prompt Rule CC that displays at the POS whenever a customer purchases "It."
  • An exception to this is in Product Properties, where you can assign a POS Prompt code manually for a particular product.
  • If a product has a POS Prompt code already assigned to it in Product Properties
  • That will override any Priorities established here.

Customer Prompt Rules work exactly the same way. The only difference is they are customer driven rather than Product driven.

To establish Customer rules:

Click on the Customer Prompt icon and follow the same steps as we just went over for Product Prompt

When you're finished establishing the POS Prompt Rule,

Save and Close out of the windows.

You will be returned to the Find POS Prompt window, and the list of Prompt Rules that have been created will display there.

You can create as many Prompt Rules as you want.