SambaPOS

Documentation Website

User Tools

Site Tools


Sidebar

Installation

User interface

Basic concepts

  • Departments
  • Terminals
  • Users & user roles
  • Work periods
  • Tickets & orders
  • The POS menu
    • Products & product categories
    • Menus
    • Recipes
    • Product modifiers

Quick-start: setting up a (very basic) POS configuration

Advanced concepts

Customizing your POS system

Extra

Mobile Client

SambaPOS License

what_is_entity

1

1. Entity Types

You can define the entities on this page. You can create unlimited entity types according to your needs.

For example: When you are taking order for takeaway, if you want to track your customers, you should define customers as an entity. By this way you can configure the display format on account system.

Adding Entity Type

You can create new entity on this page. Adding a new entity type, go to navigation screen then Manage > Entities > Entity Type and click Add Entity Type.

General Settings

  • Name: Name of Entity Type.
  • Entity Name: Name of entity.
  • Warehouse Type: It should be empty if you add table, employee or costomer as an entity. If you sell or buy something by entity type, you should choose the warehouse type.

Custom Fields

Custom Field Name: Name of data field.

Field Type: You have 5 options.

  • String: Numeric, Alfa Numeric and Symbol in one line
  • WideString: Numeric, Alfa Numeric and Symbol in multi lines.
  • Number: Numeric in one line.
  • Query: Request for database.
  • Date: Numeric in date format.

Editing Format: You can edit the data format. Windows supports the numeric format. For example: For phone data you can use (###) ### #### format. If you use this format, you will get result like this: (542) 591 0805

Values: If you want to create a selectable area, use this feature. For example, if you create a gender area for customer entities and write male and female seperated with comma; you will have a selectable area with these options.

Hidden: You can hide some custom fields in entity search with this feature. If it is selected, some fields will be hidden. For example, if you create an entity for employees' salary, it will be hidden in entity search.

Accounting

Account Type: You can define a record in accounts.

Account Name Template: You can define the data format. Write the values in brackets.

2.Entities

Entities are listed in this field. You can add, edit or delete entities.

You can add entity according to entity type.

Batch Create Entities: You can add a lot of entities en masse.

Write (#) at beginning of Entity Type and add entities below. Then click OK.

3.Batch Entity Editor

You can edit all entities in one screen.

4.Entity Screens

If you want to use the entity on POS screen, you should define the screens and make the settings.

Sort Entity Screens

You can change sort order by dragging entities

Add Entity Screen

You have 5 topics.

General Settings:

Basic settings can be made.

Name: Name will be seen on POS screen.

Ticket Type: Choose the ticket type for entity.

Ask Ticket Type: You can choose a different ticket type for every process.

View Mode: You have 4 options.

  • Automatic: You can sort automatically all entities in boxes on POS screen.
  • Search: If you choose this option, you will have a search field on POS screen for entities.
  • Custom: You can customize your POS screen by adding many widgets.
  • Layout: This option has more powerful abilities according to Custom option.

Appearance

You can edit the images and fonts of entities'boxes

  • Background Image: You can upload image for floor plan and table layout plan. Images must be in JPG or PNG format.
  • Column Count: You can set the column count in one line.
  • Row Count: You can define the row count for entities.
  • Button Height: You can set the height for Buttons.
  • Page Count: You can divide the pages.
  • Font Size: You can define the font size of words on buttons.
  • Header Button Font Size: You can set the font size of headers on buttons.

Entity List:

You can select the entities will display on POS screen.

  • Entity Types: Every Entity Screen is only for one Entity Type. You can list one entity type in one entity screen. For example, if you select only tables for entity type, you can see only tables on entity screen.
  • Appearance: You can change the visual settings for entity screen.
  • Status Filter: If you want use a sub state, you can select it from this box. For example Entity State name comes Status as default. If you choose Sent for State Filter. You can only see the tickets sent to kitchen.
  • Entities: You can add entities to entity screen by clicking on Add Entity.

Mappings:

This page is authorization page. You can give permissions to users for screens. You should add at least one line and give * value if you want to give permission to all users for all screens.

* value means “all”

You can set authorization for users, departments, ticket types by adding mapping lines.

what_is_entity.txt · Last modified: 2019/04/19 03:22 by 93.179.68.108