Setting Up Terminals

Use Terminal Setup to define the defaults that terminals, or computers and workstations, use when running the Eclipse application. When users enter transactions from a terminal, the system uses the defaults for that terminal.

For example, if a terminal's defined pricing branch is Br 1, when a user enters a transaction on that terminal, the system applies Br 1 pricing to the transaction. Users can override defaults, as needed.

After you set up terminal defaults for a user, you must log that user out of Eterm and then back on for the terminal defaults to take effect. You must also assign the port ID to the user's terminal from Eterm's Configure menu. If you do not assign the port ID, the terminal defaults do not take effect.

Use the following tasks to:

To set up terminals:

  1. From the System > System Files menu, select Terminal Setup to display the Terminal Setup window.

  1. Do one of the following to find the terminal ID you want to set up:

  2. Right-click, select Search, and enter the terminal ID.

  3. From the File menu, select New Terminal to add a new terminal ID.

  4. Click the ID column header to sort the terminals alphabetically.

  1. In the ID column, select on one of the following:

  2. A terminal ID for which to set up defaults.

  3. The blank line at the bottom of the window. Type an ID to identify a new terminal ID. The terminal ID is also the port ID. This ID identifies the port the terminal uses to connect to the host system.

Note: This field is case-sensitive.

  1. In the Price Branch column, enter the default pricing branch that the system should assign to sales transactions entered from this terminal. If you do not enter a default pricing branch, the system prompts the user to specify a pricing branch during order entry.

  1. In the Ship Branch column, enter the default shipping branch that the system should assign to sales transactions entered from this terminal. If you do not enter a default shipping branch, the system uses the branch entered in the Shipping Branch Overridecontrol maintenance record. If that record is blank, the system uses the pricing branch.

Important: If you change the shipping branch on an order and then procure an item, the system assigns the shipping branch entered here to the procurement transaction.

  1. In the PrinterLocation column, select the printer location associated with this terminal ID.

  1. If this is a modem or hand-held terminal, in the Type column, enter one of the following:

  2. RF Term - The port is for a hand-held radio frequency terminal used in a warehouse for picking and putting away a product.

  3. Modem - The port is for a modem connection used for dialing into your system.

Note: A user must have Remote Logon OK set in User Maintenance to use this port to log on to the system.

  1. Use the Closedavailable columns to further define your terminal.

    Column

    Description

    ReLog

    If this is a counter terminal, in the  column indicate whether to allow employees to create orders at a counter terminal under someone else's login name.

    • Yes - Logs the user completely off the system each time they complete a sales order with a Pick Up Now status, selects File > Next Item, or uses Ctrl . (period) to start a new order. The next user must enter a user name and a password to access the system. If an order is still open and displayed in the Sales Order Entry window, the system does not log the user off.

    In addition, if you set the ReLog column to Yes, the system requires the user to enter their user name and password to log in after the terminal is inactive for the time specified in the Seconds Of Inactivity Before Requiring Relogcontrol maintenance record.

    • No -The system does not log users off each time they complete a sales order.

    • Lock - Locks the terminal after the user completes a sales order with a Pick Up Now status, selects File > Next Item, or uses Ctrl . (period) to start a new order. The user is still logged in to the system, and all the windows that were open remain open. However, the user must enter their password to regain access to Solar. The advantage to setting this field to Lock is that the user can start working from where they left off when the terminal was locked.

    In addition, if you set the ReLog column to Lock, the system requires the user to enter their password to access the system after the terminal is inactive for the time specified in the Seconds Of Inactivity Before Requiring Relog control maintenance record.

    You can lock a terminal at anytime by selecting Lock Solar from the File menu.

    Sales Source

    Select the primary sales department, such as counter sales, inside sales, or outside sales, that will use this terminal. If left blank, the system prompts the user to choose a sales source at order entry.

    Ship Via

    Select the default method for transferring products ordered from this terminal to the customer. For example, a counter terminal may use Pickup as the default ship via.

    Important: If a customer does not have a default ship via assigned in Customer Maintenance and you leave this field blank, the system prompts the order taker at this terminal to enter a ship via for the customer's order.

    Physical Branch

    Enter the branch at which the terminal is physically located.

    Local Storage Br

    Enter the branch at which images are saved by default.

    Print to PDF

    Select the check box if you want the user to be able to print documents and forms to PDF. Meaning, when you print, the system displays the form or document as a PDF on your computer. You can then decide if and how to print it.

    Solar Main Menu Height

    New in Release 9.0

    For the new 9.0 interface, indicate how large you want the main menu to display for the terminal on which you are working. The default is Standard.

  2. See More Options for other terminal settings.

  3. Save your changes and exit the window.

To apply terminal defaults to a user:

  1. After setting up a terminal's defaults on the Terminal Setup window, log the user off the system.

  2. Do one depending on your interface:

For...

Do this...

Solar

  1. From the User Control Panel menu off the main Solar Window, select User Preferences to display the Preferences window.

  2. Click the General tab.

  3. In the Terminal ID field, enter the ID for which you are apply the terminal settings.

  4. Click OK to save your changes.

Eterm

  1. From the Eterm > Configure menu select Communications to display the Configure Communications screen.

  2. In the ID field, enter the port ID assigned to the user's terminal for which you are applying the terminal settings.

  3. Press Esc to save your changes.

 

  1. Log the user back into the system to apply the terminal defaults to the user.

More Options from Terminal Setup

The following options are also available for terminal setup:

To...

Use this option:

define how to handle carton packing details for RF devices

File > Carton Packing

  • Default Carton Type - Select the default carton size/type to be used for this terminal.

  • Scan On - If using RF scanning, select to enable the scanning process for carton packing.

  • Auto Pack Order Status - Automatically displays the Pack Order Status window. If deselected, users much use the Pack Order Status button to display the window.

  • Pack Quantity Option - Indicate how you want to pack material for the carton:

  • Pack One Quantity - One item at a time only

  • Pack Full Quantity - Packs all items of the order

  • Prompt For Quantity - Prompts the user for quantity to be packed.

define point-of-sale options for the terminal

File > Point-of-Sale

  • Receipt Printer - If you print receipts from this terminal select this option and define the printer type in the Emulation field.

  • Cash Drawer Attached - Select if daily cash drawers are used for the terminal.

  • Pole Display Attached - Select if the customer-facing display for counter sales is attached to the terminal.

  • Print Pick Ticket - Indicate if pick tickets are printed from this terminal: Normal, Never, and Prompt.

define a URL for signature capture files

File > Signature Capture URL

This field has no character limit length.

enable chip and PIN credit card processing

File > Credit Card

Select Connect to TriPOS when Card Present Selectedcheck box.

When this option is enabled, the system ignores the PIN Debit Enabled option set in Additional Credit Card Information from Branch Maintenance.

See Also:

Terminal Setup Overview

Assigning Local Printers to Terminals