Workstations
Overview
- 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 |
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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 |
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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:
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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:
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Default Zone | OverviewWorkstations 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. ProcedureA 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.
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 examplesExample for a workstation setup with a default zone being used to enter sale shipments as point of sale transactions
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