Workstations

Overview

Workstations are devices that have access to your Readysell system. The following types of devices are classified as workstations:

Readysell Windows clients
Readysell Point of Sale clients

Workstations are automatically created by the system the first time each workstation accesses Readysell.

The workstation list in Readysell allows you to review shifts, transactions and log entries related to individual workstations as well as modify various workstation-specific settings.

Reference

Buttons

Image	Name	Description
	Populate From Default	Populate Site and Workstation Settings from Default Workstation
	Refresh From Default	Refresh workstation settings from default workstation
	Populate From Presets	Populate workstation settings from Readysell's built-in defaults

Fields

Name	Description
Workstation ID	The Windows computer name of the workstation.
Workstation Type	Whether the workstation is a Readysell Windows client or Readysell Point of Sale client.
Site	The site that this workstation defaults/belongs to.
Workstation Set	An optional grouping for workstations that can be used to enable combined cash-counting of multiple workstations together.

Shifts Tab

See Shifts

Logs Tab

Workstation logs are used to audit various actions performed on Readysell Point of Sale clients.

Name	Description
Date	The date and time (local to the workstation) when the action took place.
Log Type	The type of the logged action, can be one of: Open Cash Draw: The cash draw on the workstation was opened using the "Open Cash Draw" button (i.e. outside of a transaction) Price Change: The price on a particular sale line was manually overriden Refresh All Data: The "Refresh All Data" action was performed
Reference Number	The reference number of any transaction associated with the logged action.
Text	A text string explaining the action logged (may include specifics such as the user's name and what was changed).

General Settings Tab

Name	Description
Description	A description for the current workstation (for reference purposes only).
Default Location	An override to the site's default warehouse location. Often used for workstations serving as point of sale terminals where customers are taking stock from an alternate location (such as the showroom rather than the warehouse).
Default Workstation	A flag to indicate that this workstation is the default. If it is set to true, the following occurs: Any new workstations created will copy their settings from this one Any workstations that have no report settings set will use the report settings from this one
Default Zone	Overview Workstations can have a default zone specified. The default zone can be used to make sale shipment lines entered from workstations in the POS area of the business put locations from the POS zone onto sale shipments. Preventing POS sale shipments from automatically selecting stock out of the warehouse. It is important to recognise the workstation default zone does not effect stock allocation and does not effect the "Pick" button or the "Pick" process when it is run by automatic warehousing. I expect the system should allow you to set the locations in the retail area to quarantine, but still select from those locations when you manually enter a sale shipment without hitting the pick button. Locations that are in the POS zone should be put on the sale shipment line if you type in a sale shipment from a workstation with a default zone of the POS zone and the location in the pos zone has stock. Even if that location has a supply type of quarantine. We need this to stock the warehouse picking form the POS zone while still allowing the POS zone locations to default to a location in the POS zone if any of the POS zone locations have stock. Procedure A retail area in the business which is/could have all it's location in a zone say "retail". All other workstations, other than POS workstations, would normally have the default zone remaining blank. Let's consider an example where some pos workstations exist and the default zone on those workstations is set to a zone named "POS". Some locations that have stock are in the "POS" zone When any sale shipments are typed in from a workstation where the "default zone" is specified, in this case "POS". Then only locations that are in the "POS" zone and which currently have stock will be considered to be placed on the sale shipment line. If none of the locations in the "POS" zone have stock on hand when a product is entered on a new sale shipment line. The system will drop back to the standard picking logic and suggest a location in the warehouse that has stock for the product if one exists. As we want to supply the stock to the customer if we can. When the user tries to complete the shipment, such as from a POS workstation, warn them about a location being empty if there is not enough stock in the location selected for that product to supply the sale shipment line Pos workstations, when creating sale shipments as for POS transactions, not sale orders. Can have a specific zone associated with the workstation. Then when sale shipment lines are entered, select a location from the specified zone if one exists and leaves the location on the sale shipment line empty if no locations in the specified zone. Workstations other than the POS workstations are not expected to have a zone This feature is not intended to effect sale orders. Sales for the warehouse are generally processed as sale orders. The "pick" process applied to sale shipments is not changed. The pick process assigns stock locations to sale shipment lines when they are created from sale orders by automatic warehousing or when the pick button is pressed on sale shipments. The pick process tries to free up locations, make them empty so they can be reused in the warehouse, by always picking from the location with the least stock first. If you don't want the "pick" process to consider any of the locations in the "POS" zone, those locations should have a supply type of "Quarantine". Which will stop the pick process, used by the warehouse sale shipments, from picking stock in the "POS" zone. If the user clicks the "Pick" button, when typing a sale shipment in from any workstation, including the workstations in the "POS" zone. All the rules above are ignored. As those special rules only apply to sale shipment lines that are typed into a sale shipment from a workstation that has a default zone specified. Those rules do not replace or change the default logic behind the "PICK" process. So if you press the "Pick" button, or if a sale order is entered from those workstations. The "Pick" process will set locations on the sale shipment lines considering all locations in the business. You do not need to put the warehouse workstations into any special zone You do have to ensure the POS operators do not press the "Pick" button when they enter sale shipments. Worked examples Example for a workstation setup with a default zone being used to enter sale shipments as point of sale transactions I am on workstation 7. I want to assign a zone for POS. So I create a zone and name it POS by selecting administration, zones from the Navigation panel. Then clicking the "New" button to create a new zone. I then put my workstation 7 into the default zone of "POS" Show me.. Then I selected a product, it could be any product that you wantt to stock in the warehouse and seperately stock in the retail zone. In this case I picked product "002P". Theproduct which only has stock in the warehouse. Show me.. So I have to create a new location for the product in the pos zone. I created a location, it could have any name, but for the sake of this exersize, I named the new location in the pos zone "POS-01", put that location in the "POS" zone Show me.. I created a new location for the product, move some of the stock from the warehouse location to the pos location. Show me..