Exact Globe+

Overview of presets

Menu path

POS > Maintain > Presets

Introduction

When you work with the cash register, you must add functions to the keyboard of the cash register. A list of presets is called the preset definition. For each cash register, you can use different presets. This is useful when you have different keyboards for each cash register. This screen displays the overview of the presets that have been created. You can create new presets or update existing presets.

What version are you using?

The information in this document is based on product update 506 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a preset?

In the POS > Maintain > Presets screen, click New.
Type the code of the preset at Code.
Type the description of the preset at Description.
Click Save.

How do I update a preset?

In the POS > Maintain > Presets screen, select a preset in the overview.
Click Open.
Make the necessary changes.
Click Save. For more information on payment methods, see Creating and maintaining payment methods.

Keep in mind: The Open button is enabled only if a preset is selected in the overview.

How do I delete a preset?

In the POS > Maintain > Presets screen, select a preset in the overview.
Click Delete. A message will be displayed.
Click Yes.

Keep in mind: The Delete button is enabled only if a preset is selected in the overview.

How do I sort the payment methods of the presets?

In the POS > Maintain > Presets screen, click Sort.
Select a preset in the left column.
Click the up or down arrow to sort the payment methods.
Click OK.

Keep in mind: The Sort button is enabled only if a preset is selected in the overview and the Presets: Sort screen will be displayed only if the preset contains payment methods.

Fields

Note: The Default preset is available by default. It cannot be updated or deleted.

Search

Click this to search for the presets based on the defined criteria.

Clear

Click this to clear the defined criteria.

Filter

Select starts with or contains to display the presets that start with or contain a certain letter or word.

Code

Type the code of the preset to be displayed.

Description

Type the description of the preset to be displayed.

Buttons

Close

Click this to exit.

New

Click this to create a preset. For more information, see Creating and maintaining presets.

Open

Click this to open the selected preset. For more information, see Creating and maintaining presets.

Delete

Click this to delete the selected preset.

Sort

Click this to sort the payment methods of the selected preset.