Setting Up EPad Preferences by POS Location

If the host and branch EPad preferences are editable and you need to set up unique preferences at your point-of-sales (POS) locations, use the following windows to define these unique preferences.

For definitions of each preference, see EPad Preferences.

Validation Preferences

Set up validation preferences to define the entry requirements on the Eclipse Electronic Signature Capture window.

To set up EPad validation preferences for a single POS location:

Display the Eclipse Electronic Signature Capture window on your terminal.
From the File menu, select Settings to display the Eclipse Signature Capture Settings window.
Click the Validation tab to display the Validation section of the window.
In the Requirement Preferences area of the window, select the following preferences, as needed:

Preference	Function
Require Customer	Requires the Customer field to be populated before the counter person can accept the customer's signature.
Require Signature Name	Requires the Signature Name field to be populated before the counter person can accept the customer's signature.
Require Invoice Number	Requires the Invoice Number field to be populated before the counter person can accept the customer's signature.
Manual Invoice Number Entry	Allows the counter person to display the invoice by manually entering the invoice number. De-select this preference to black out the Invoice Number field so that manual entry is not allowed. Counter personnel must use a different method to display the invoice.
Prompt for User ID for Eclipse Requests	Prompts for the order writer's ID when using the Get Recent Invoices button.

In the Invoice Number Validation area of the window, select the following preferences, as needed:

Preference	Function
Require 'S' for First Character	Requires the invoice number to have an S as its first character.
Require Generation Number on Entered Invoice Numbers	Requires a generation number as part of the invoice number. This setting requires the counter person to select the order generation for which the customer signs.
Validate Order ID Length	Requires the invoice number to meet the order ID length requirement as displayed in the Order ID Length (including 'S') field. For example, if the system-defined order ID length is 10, then all invoice number entries must have 10 characters to be valid entries. Note: The invoice number length includes the S but not the generation number.
Validate Generation Number Length	Requires the generation number to meet the generation number length requirement as displayed in the Generation Number Length field. For example, if the system-defined generation number length is three, then all generation number entries must have three characters to be valid entries. Note: The generation number length includes all characters after the dot (.) in the invoice number. Note: You cannot select this preference if you did not select the Require Generation Number on Entered Invoice Numbers preference.

In the Example Invoice Number field, verify that the example correctly defines the way all invoices need to be entered.
Click the OK button to save the settings and exit the window.

General Preferences

Set up general preferences to define how and when the Eclipse Electronic Signature Capture window displays, along with other miscellaneous settings.

To set up general EPad preferences for a single POS location:

Display the Eclipse Electronic Signature Capture window on your terminal.
From the File menu, select Settings to display the Eclipse Signature Capture Settings window.
Click the General tab to display the General section of the window.
In the Attachment Settings area of the window, set the following preferences, as needed.

Preference	Function
Signature Profile	Defines the document imaging profile in which signatures are stored. The profile entered in this field overrides the profile defined for the host in the EPad Signature Document Profile control maintenance record.
Description Prefix	Defines how a signature attachment is identified when selected from the Attachments screen of an invoice. The Example Description field shows how signature attachment will display in the Attachments screen.
Minimize after accepting a signature	Minimizes the window on the terminal after a customer sings and the counter personnel accepts the signature.
Always replace entered data with information from Eclipse	Replaces any information populated into the window with information from the selected invoice.
Starting Cursor Location	Defines the field to which the cursor defaults when the window is opened: Customer field. Signature Name field. Invoice Number field.

In the Pressure Threshold field, drag the button to set the threshold to 10.
Click the OK button to save the settings and exit the window.

Communications Preferences

Set up communication preferences to define the host to which to replicate signatures and the terminal with which the EPad Signature Capture device is being used, along with additional communication preferences.

To set up EPad communication preferences for a single POS location:

Display the Eclipse Electronic Signature Capture window on your terminal.
From the File menu, select Settings to display the Eclipse Signature Capture Settings window.
Click the Communications tab to display the Communications section of the window.
In the Terminal ID field, enter the ID of the Eterm terminal to which the EPad device is connected.

Note: To access the Eterm terminal ID, from Eterm select the Configure > Communications menu to display the Configure Communications window. The ID is displayed in the ID field.

In the Eclipse Host Information area of the window, set the following two preferences:

Preference

Function

Host IP Address

The network host to which you are replicating signatures.

Note: We recommend that you enter the host name as opposed to the host IP address. To access the host name, from Eterm select the Configure > Communications menu to display the Configure Communications window. The host name is displayed in the Host field.

Host Port

The network host port.

To find the host port, display the Phantom Status screen. The port number is displayed in the Status field and consists of five alphanumeric characters, such as zzzzz.

Click the Test Communications button to make sure that the EPad device is communicating correctly with the host.

If you set up communications correctly, the system prompts you with "You have successfully communicated with the host!". Click the OK button to continue.
If you set up communications incorrectly, the system prompts you with "The connection to the host could not be established! Check your settings and try again!". Click the OK button to return to the Eclipse Signature Capture Settings window and re-enter the Eclipse host information.

In the Maximum Number of Items to Retrieve from Host on Each Communication field, drag the button to define the maximum quantity of invoices from which the counter person can select.
In the Eclipse Communication Timeout Length field, drag the button to define the number of seconds that the EPad device will try to contact the host before timing out.
Click the OK button to save the settings and exit the window.