Which POS triggers are replicated from web on iPad POS Register App?

To avoid the conflict in settings on web and iPad, we have successfully aligned some triggers from our website to Repairdesk iPad POS Register app so that when you have enabled/disabled the triggers from web, they will work automatically on iPad app.

To know which triggers are aligned, please follow up the details shared below.

Head to store settings from your Repairdesk web account and approach module configuration.
Under following sections, following triggers will automatically work on iPad if they are enabled/disabled from web account.

However please make sure that you haven't forgotten to hit Save button after settings against these triggers are changed from web.

1. POS Section

To set triggers on POS, head to Module Configuration --> POS as shown below.



The details of each of these triggers are shown below.

a. Employee should enter access pin before each sale transaction

If this trigger is enabled, system will ask you to enter employee access pin before executing any sales transaction from iPad app.



b. Employee should enter access pin before creating repair ticket

You will be asked to enter employee access pin before creating a repair ticket from iPad app.



c. Allow employee to make sales transaction with out of stock items

If you have enabled this trigger, it will allow employees to make transaction with out of stock items. However if the trigger is not enabled, then system will not allow user to process transaction with any out of stock item.



d. Enable referred by mandatory on POS

As we had introduced the feature to add referral source from our iPad app while adding customer, we have aligned triggers related to referral source from web to iPad app. If you have enabled this trigger from web, then it will ask you to enter referral source while adding customer from POS on iPad POS Register app.




e. Enable referred by mandatory on checkout

Similar to POS screen, by enabling this trigger, you will be asked to enter referral source before checkout from iPad POS Register app.


2. Invoice Section

To enable triggers in invoice section, head to Module Configuration--> Invoices


a. Admin/employee must add customer information before creating invoice

If this trigger is enabled from web, it will direct the user to add customer information before creating an invoice against accessory item. Thus a pop-up message will be displayed asking the user to add customer details to proceed further.


3. Tickets Section

To set triggers against Tickets module, head to Module Configuration--> Tickets


a. Can't edit Ticket once Invoice is generated

If this trigger is enabled from web, system will not allow you to edit ticket for which invoice has already been created. In this case, edit option will be disabled from view ticket screen.


4. Repairs Section

Head to Module Configuration--> Repairs section to make repair triggers work on iPad.

a. An employee must test pre-repair device condition before booking a repair job

You will be asked to mark per-repair conditions before creating a repair ticket using RepairDesk iPad POS Register app.
To know how to mark post and pre repair conditions, please follow the link here.



b. Admin/Employee must add device IMEI/Serial information before booking a repair job


This trigger will make it compulsory to enter IMEI and Serial details before creating a repair ticket from Repairdesk iPad POS Register app.



c. Admin/Employee must add customer information before booking a repair job


If this trigger is enabled from web, it will direct the user to add customer information before creating a repair ticket from iPad app. Thus a pop-up message will be displayed asking the user to add customer details to proceed further.


5. Manage Security Checks

To ensure the security of data, we have replicated the following security checks for employee module. To manage these triggers, head to Employees--> Manage Security Checks as shown below

a. Employee Access Pin Required

System will ask you to enter employee pin in following cases.

Before Manual In/Out
While entering value for manual in/out transactions, it will ask you to enter employee access pin.



Before Start and End Shift
While starting and ending shift through iPad, employee access pin will be required.



b. Admin Access Pin Required

Admin access pin will be required in following cases if trigger is enabled from web.

Apply Discount
If this trigger is enabled, system will ask for admin access pin before applying discount.


End Register Shift
Similarly if this trigger is enabled, system will ask for admin access pin before ending the shift.


6. Roles and Permissions

To make roles and permissions trigger work, head to Employees section from Store Settings--> Employees --> Roles Permissions. Select the role against which you want the triggers to be implemented.



Roles and Permissions against following modules will be implemented

a. POS


Apply Discount
The employee with selected role will be able to apply discount from POS only if he has been granted Access permission from these settings. He will not be able to apply discount if the trigger is turned off.
Give Refunds
The employee with selected role will be able to give refunds from POS only if he has been granted Access permission from these settings. The option to refund will not be shown against paid invoices for that user if access trigger is turned off.

Change Price and Tax
The employee with selected role will be able to change price and tax from POS only if he has been granted Access permission from these settings. Otherwise he will not be allowed to change price and tax against items. 
Create new item
The employee with selected role will be able to create new item from POS only if he has been granted Access permission from these settings. That user will not be able to create new item if he has not been granted access permission.


Hide out of stock Items
Under Module Configuration --> POS, if this trigger is enabled, then out of stock items will not be shown on POS screen.






b. Tickets


Change Price and Tax
The employee with selected role will be able to change price and tax from edit tickets only if he has been granted Access permission from these settings. If he does not have access permission, he will  not be able to change price and tax against repair tickets.

Show Customer Details
The employee with selected role will be able to view customer details from view tickets only if he has been granted Access permission from these settings. If he does not have access, then customer details will not be shown on View Tickets screen.


Apply Discount
The employee with selected role will be able to apply discount from view tickets only if he has been granted Access permission from these settings. He will not be able to apply discount if he does not have permission and trigger is unchecked.

Change Pre-Device Conditions Once Added
The employee with selected role will be able to change pre device conditions from view tickets only if he has been granted Access permission from these settings. Contrarily, he will not be able to add pre-device conditions and option to add pre-device conditions will be disabled.

Create Invoice
The employee with selected role will be able to create invoice from ticket only if he has been granted Access permission from these settings. If he does not have access permission, he will not be able to create invoice from ticket and option to checkout will be disabled.


Create new item
The employee with selected role will be able to create new item only if he has been granted Access permission from these settings. Otherwise he will get the following pop-up if he tries to add accessory item or repair part.

 

c. Print

The employee with selected role will be able to print ticket only if he has been granted Access permission from these settings. The option to print will be disabled if he does not have access permission.



d. Inventory


Adjust Stock
Under inventory settings, this trigger will show up only if inventory valuation has been enabled on your account. If this trigger is disabled, then employee with selected role will not be able to add adjustment against stock from iPad POS Register app.

e. Reports

Transaction Log Report
If the access permission has not been granted to an employee from employee roles and permissions section from web, then he will not get an option to view Transaction Log Report on iPad POS Register app.

f. Payment Methods

Under payment methods from Store Settings, we have aligned a trigger to show only those payment methods on checkout screen against which this option is enabled.


g. Employee Assignment

When a new employee is added from web, he will only have access to those stores against which access trigger is enabled. Tickets can be assigned to those employees against which assignment trigger is enabled. Same applies to iPad as well.







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